Innovator US Equity Ultra Buffer ETF December
UDEC
32 hedge funds and large institutions have $23.5M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 6 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
3.06% less ownership
Funds ownership: 56.47% → 53.41% (-3.1%)
9% less funds holding
Funds holding: 35 → 32 (-3)
9% less capital invested
Capital invested by funds: $25.9M → $23.5M (-$2.43M)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.45M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$847K |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$296K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$266K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$88.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.69M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.03M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$381K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$263K |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
-$90.7K |
UDEC Hedge Fund Activity: Q3 2022 in Review
32 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2022, worth a combined $23.5M — down 9.4% from $25.9M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of UDEC and 3 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 8 added.
The largest buyer was Osaic Holdings, adding an estimated $2.45M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $4.69M sold.
- 32 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2022, down from 35 in Q2 2022.
- Funds reported $23.5M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2022, down 9.4% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2022 and 6 closed out, a net change of -3 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2022 was Osaic Holdings, an estimated $2.45M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2022 was Brookstone Capital Management, an estimated $4.69M sold.
Based on aggregated 13F filings for Q3 2022.