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UDEC

Innovator US Equity Ultra Buffer ETF December
UDEC

49 hedge funds and large institutions have $927M 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.

New
Increased
Maintained
Reduced
Closed

3,850% more capital invested

Capital invested by funds: $23.5M → $927M (+$904M)

360% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 5

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%)

Holders
49
Holders Change
+17
Holders Change %
+53.13%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
13
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FA
Fermata Advisors
California
+$6.31M
2
NA
NewEdge Advisors
Louisiana
+$5.52M
3
BCM
Brookstone Capital Management
Illinois
+$4.51M
4
Osaic Holdings
Osaic Holdings
Arizona
+$2.03M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.09M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$837K
2
SWM
Spire Wealth Management
Virginia
-$569K
3
AA
Advisory Alpha
Michigan
-$473K
4
SAF
Smith Anglin Financial
Texas
-$391K
5
VCM
Virtue Capital Management
Tennessee
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$874M -$97.5K -3,496 -10%
FA
2
Fermata Advisors
California
$6.21M +$6.31M +226,241 New
NA
3
NewEdge Advisors
Louisiana
$5.43M +$5.52M +197,783 New
Osaic Holdings
4
Osaic Holdings
Arizona
$5.35M +$2.03M +72,725 +59%
BCM
5
Brookstone Capital Management
Illinois
$4.47M +$4.51M +161,733 New
KWM
6
Kingsview Wealth Management
Oregon
$3.3M +$415K +14,889 +14%
MAM
7
Milestone Asset Management
Pennsylvania
$3.22M +$3.2M +114,582 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.48M +$1.09M +39,214 +77%
CRWM
9
Castle Rock Wealth Management
California
$1.69M +$422K +15,125 +34%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1.58M +$227K +8,128 +16%
PCA
11
Prosperity Capital Advisors
Ohio
$1.53M +$1.56M +55,836 New
KWM
12
KFG Wealth Management
Indiana
$1.31M +$1.34M +47,883 New
AIC
13
Archer Investment Corporation
Indiana
$1.26M +$72.3K +2,594 +6%
Truist Financial
14
Truist Financial
North Carolina
$1.22M +$958K +34,349 +337%
SB
15
Strategic Blueprint
Georgia
$1.08M -$197K -7,062 -15%
HighTower Advisors
16
HighTower Advisors
Illinois
$827K +$841K +30,169 New
IA
17
IFP Advisors
Florida
$803K – – –
CAG
18
Compass Advisory Group
New York
$715K – – –
TWM
19
Tradition Wealth Management
Minnesota
$704K +$71.5K +2,565 +11%
OWA
20
Octavia Wealth Advisors
Ohio
$700K +$497K +17,831 +232%
AWM
21
Atticus Wealth Management
Florida
$644K +$654K +23,461 New
WFAG
22
Worth Financial Advisory Group
North Carolina
$594K +$604K +21,660 New
MML Investors Services
23
MML Investors Services
Massachusetts
$579K +$588K +21,091 New
SWM
24
Spire Wealth Management
Virginia
$567K -$569K -20,423 -50%
CWS
25
Cypress Wealth Services
California
$503K +$511K +18,335 New
1
2 3

UDEC Hedge Fund Activity: Q4 2022 in Review

49 of the 6,221 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 $927M — up 3,850% 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 $927M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2022, up 3,850% 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.