Innovator US Equity Ultra Buffer ETF December
UDEC
49 hedge funds and large institutions have $54M invested in Innovator US Equity Ultra Buffer ETF December in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
130% more capital invested
Capital invested by funds: $23.5M → $54M (+$30.5M)
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
53% more funds holding
Funds holding: 32 → 49 (+17)
17.95% more ownership
Funds ownership: 53.41% → 71.36% (+18%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FA
Fermata Advisors
Sonoma,
California
|
+$6.31M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$5.52M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.51M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.03M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$837K |
| 2 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$569K |
| 3 |
AA
Advisory Alpha
Holland,
Michigan
|
-$473K |
| 4 |
SAF
Smith Anglin Financial
Dallas,
Texas
|
-$391K |
| 5 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$339K |
UDEC Hedge Fund Activity: Q4 2022 in Review
49 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q4 2022, worth a combined $54M — up 130% from $23.5M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new UDEC positions and 5 closed out — a net gain of 18 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Fermata Advisors, opening a new position worth an estimated $6.31M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $837K sold.
- 49 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q4 2022, up from 32 in Q3 2022.
- Funds reported $54M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2022, up 130% quarter-over-quarter.
- 23 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q4 2022 and 5 closed out, a net change of +18 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q4 2022 was Fermata Advisors, an estimated $6.31M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q4 2022 was Envestnet Asset Management, an estimated $837K sold.
Based on aggregated 13F filings for Q4 2022.