Innovator US Equity Ultra Buffer ETF December
UDEC
35 hedge funds and large institutions have $25.9M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 13 reducing their positions, and 5 closing their positions.
1.59% less ownership
Funds ownership: 58.06% → 56.47% (-1.6%)
3% less funds holding
Funds holding: 36 → 35 (-1)
8% less capital invested
Capital invested by funds: $28M → $25.9M (-$2.12M)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
77% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.18M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$803K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$354K |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
+$350K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.21M |
| 2 |
AA
Advisory Alpha
Holland,
Michigan
|
-$1.04M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$312K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$272K |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$226K |
UDEC Hedge Fund Activity: Q2 2022 in Review
35 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q2 2022, worth a combined $25.9M — down 7.6% from $28M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of UDEC and 4 opened new positions — a net loss of 1 holder — while 13 trimmed existing stakes and 3 added.
The largest buyer was Spire Wealth Management, opening a new position worth an estimated $1.18M. The largest seller was Brookstone Capital Management, cutting an estimated $1.21M.
- 35 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q2 2022, down from 36 in Q1 2022.
- Funds reported $25.9M of Innovator US Equity Ultra Buffer ETF December stock for Q2 2022, down 7.6% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q2 2022 and 5 closed out, a net change of -1 holder.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q2 2022 was Spire Wealth Management, an estimated $1.18M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q2 2022 was Brookstone Capital Management, an estimated $1.21M sold.
Based on aggregated 13F filings for Q2 2022.