Innovator US Equity Ultra Buffer ETF December
UDEC
59 hedge funds and large institutions have $71.3M invested in Innovator US Equity Ultra Buffer ETF December in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 18 increasing their positions, 18 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $53.9M → $71.3M (+$17.4M)
23% more funds holding
Funds holding: 48 → 59 (+11)
19% more ownership
Funds ownership: 73.94% → 92.94% (+19%)
0% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$12.5M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$12.4M |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$2.25M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$1.38M |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$7.69M |
| 2 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$1.08M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$821K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$605K |
| 5 |
AWM
Atticus Wealth Management
Palm Beach Gardens,
Florida
|
-$580K |
UDEC Hedge Fund Activity: Q4 2023 in Review
59 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q4 2023, worth a combined $71.3M — up 32% from $53.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UDEC positions and 4 closed out — a net gain of 11 holders — while 18 added to existing stakes and 18 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $12.5M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $7.69M sold.
- 59 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q4 2023, up from 48 in Q3 2023.
- Funds reported $71.3M of Innovator US Equity Ultra Buffer ETF December stock for Q4 2023, up 32% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q4 2023 and 4 closed out, a net change of +11 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q4 2023 was Brookstone Capital Management, an estimated $12.5M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q4 2023 was Soltis Investment Advisors, an estimated $7.69M sold.
Based on aggregated 13F filings for Q4 2023.