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UDEC

Innovator US Equity Ultra Buffer ETF December

121 hedge funds and large institutions have $338M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 32 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

286% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 7

19% more funds holding

Funds holding: 102121 (+19)

16% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 32

14% more capital invested

Capital invested by funds: $297M → $338M (+$41M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

11.04% less ownership

Funds ownership: 93.34%82.3% (-11%)

Holders
121
Holders Change
+19
Holders Change %
+18.63%
% of All Funds
1.59%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
27
Increased
37
Reduced
32
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$87.5M +$1.18M +33,860 +1%
TPW
2
Talon Private Wealth
Florida
$34.9M +$241K +6,913 +0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$16.8M +$2.64M +75,930 +20%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$14.9M +$1.16M +33,323 +9%
RPSA
5
Richard P. Slaughter Associates
Texas
$13.7M +$13.1M +376,720 New
WIM
6
WealthPlan Investment Management
Nebraska
$11.1M +$1.99M +57,167 +23%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.7M +$8.66M +248,722 +556%
Osaic Holdings
8
Osaic Holdings
Arizona
$7.63M +$2.76M +79,197 +61%
FLFS
9
Family Legacy Financial Solutions
North Carolina
$6.62M +$6.33M +181,756 New
TAP
10
Tounjian Advisory Partners
Florida
$6.46M -$1.17M -33,528 -15%
TF
11
Trek Financial
Arizona
$6.15M +$1.21M +34,820 +26%
HighTower Advisors
12
HighTower Advisors
Illinois
$5.69M +$3.06M +87,918 +129%
FIA
13
Foundations Investment Advisors
Arizona
$5.6M +$4.79M +137,677 +863%
PCA
14
Prosperity Capital Advisors
Ohio
$5.07M +$444K +12,740 +10%
KWM
15
KFG Wealth Management
Indiana
$4.94M +$719K +20,657 +18%
KAS
16
Kestra Advisory Services
Texas
$4.79M +$113K +3,233 +3%
EMAM
17
Encompass More Asset Management
California
$4.48M -$1.44M -41,435 -25%
TCM
18
Triumph Capital Management
Colorado
$4.35M +$499K +14,340 +14%
IWM
19
IHT Wealth Management
Illinois
$4.05M -$640K -18,372 -14%
BFG
20
Berger Financial Group
Minnesota
$3.45M
MAM
21
Milestone Asset Management
Pennsylvania
$3.11M -$113K -3,232 -4%
PCS
22
Private Client Services
Kentucky
$3.11M -$1.52M -43,518 -34%
WP
23
WealthPLAN Partners
Nebraska
$2.98M -$1.66M -47,700 -37%
CVA
24
Central Valley Advisors
California
$2.85M +$1.16M +33,459 +75%
KWA
25
Kellett Wealth Advisors
Ohio
$2.45M -$617K -17,729 -21%

UDEC Hedge Fund Activity: Q2 2025 in Review

121 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q2 2025, worth a combined $338M — up 14% from $297M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UDEC positions and 7 closed out — a net gain of 20 holders — while 37 added to existing stakes and 32 trimmed.

The largest buyer was Richard P. Slaughter Associates, opening a new position worth an estimated $13.1M. The largest seller was L.J. Altfest & Co, exiting entirely with an estimated $21.4M sold.

  • 121 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q2 2025, up from 102 in Q1 2025.
  • Funds reported $338M of Innovator US Equity Ultra Buffer ETF December stock for Q2 2025, up 14% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q2 2025 and 7 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q2 2025 was Richard P. Slaughter Associates, an estimated $13.1M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q2 2025 was L.J. Altfest & Co, an estimated $21.4M sold.

Based on aggregated 13F filings for Q2 2025.