Innovator US Equity Ultra Buffer ETF December
UDEC
56 hedge funds and large institutions have $67.3M invested in Innovator US Equity Ultra Buffer ETF December in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 18 reducing their positions, and 8 closing their positions.
5% less funds holding
Funds holding: 59 → 56 (-3)
6% less capital invested
Capital invested by funds: $71.3M → $67.3M (-$4.08M)
19.21% less ownership
Funds ownership: 92.94% → 73.73% (-19%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
44% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.06M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$893K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$847K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$664K |
| 5 |
LPL Financial
San Diego,
California
|
+$535K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$5.54M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$3.19M |
| 3 |
AIA
Alera Investment Advisors
Deerfield,
Illinois
|
-$554K |
| 4 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$483K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$330K |
UDEC Hedge Fund Activity: Q1 2024 in Review
56 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q1 2024, worth a combined $67.3M — down 5.7% from $71.3M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UDEC and 6 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 10 added.
The largest buyer was Brookstone Capital Management, adding an estimated $1.06M. The largest seller was NewEdge Advisors, cutting an estimated $5.54M.
- 56 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q1 2024, down from 59 in Q4 2023.
- Funds reported $67.3M of Innovator US Equity Ultra Buffer ETF December stock for Q1 2024, down 5.7% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q1 2024 and 8 closed out, a net change of -2 holders.
- The largest Innovator US Equity Ultra Buffer ETF December buyer in Q1 2024 was Brookstone Capital Management, an estimated $1.06M added.
- The largest Innovator US Equity Ultra Buffer ETF December seller in Q1 2024 was NewEdge Advisors, an estimated $5.54M sold.
Based on aggregated 13F filings for Q1 2024.