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UDEC

Innovator US Equity Ultra Buffer ETF December

115 hedge funds and large institutions have $212M invested in Innovator US Equity Ultra Buffer ETF December in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 52 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 121115 (-6)

9.45% less ownership

Funds ownership: 82.3%72.85% (-9.5%)

25% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 16

37% less capital invested

Capital invested by funds: $338M → $212M (-$126M)

65% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 52

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
115
Holders Change
-6
Holders Change %
-4.96%
% of All Funds
1.51%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
12
Increased
18
Reduced
52
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$30.5M -$60M -1,606,539 -67%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$14.5M -$1.2M -32,079 -8%
WIM
3
WealthPlan Investment Management
Nebraska
$12.5M +$754K +20,205 +7%
Raymond James Financial
4
Raymond James Financial
Florida
$9.88M -$7.6M -203,467 -44%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.51M -$3.65M -97,729 -33%
Osaic Holdings
6
Osaic Holdings
Arizona
$7.37M -$513K -13,737 -7%
FLFS
7
Family Legacy Financial Solutions
North Carolina
$6.56M -$399K -10,676 -6%
PCA
8
Prosperity Capital Advisors
Ohio
$5.83M +$477K +12,783 +9%
FIA
9
Foundations Investment Advisors
Arizona
$5.65M -$239K -6,402 -4%
TF
10
Trek Financial
Arizona
$5.42M -$1.03M -27,616 -16%
KAS
11
Kestra Advisory Services
Texas
$4.92M -$118K -3,157 -2%
KWM
12
KFG Wealth Management
Indiana
$4.86M -$338K -9,055 -7%
TCM
13
Triumph Capital Management
Colorado
$4.55M -$22.7K -607 -0.5%
IAS
14
Integrity Advisory Solutions
Texas
$3.77M +$3.67M +98,269 New
M1FG
15
Mach-1 Financial Group
Arkansas
$3.77M +$3.67M +98,269 New
BFG
16
Berger Financial Group
Minnesota
$3.37M -$256K -6,868 -7%
EMAM
17
Encompass More Asset Management
California
$3.3M -$1.38M -36,902 -30%
MAM
18
Milestone Asset Management
Pennsylvania
$3.27M -$1.83K -49 -0.1%
WP
19
WealthPLAN Partners
Nebraska
$3.18M +$41.3K +1,107 +1%
CVA
20
Central Valley Advisors
California
$3M -$7.69K -206 -0.3%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.67M +$726K +19,440 +39%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.57M +$15.1K +404 +0.6%
KWA
23
Kellett Wealth Advisors
Ohio
$2.56M -$23.4K -627 -0.9%
ATS
24
Ashton Thomas Securities
New York
$2.44M
HighTower Advisors
25
HighTower Advisors
Illinois
$2.34M -$3.55M -95,086 -61%

UDEC Hedge Fund Activity: Q3 2025 in Review

115 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF December (UDEC) for Q3 2025, worth a combined $212M — down 37% from $338M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of UDEC and 12 opened new positions — a net loss of 4 holders — while 52 trimmed existing stakes and 18 added.

The largest buyer was Mach-1 Financial Group, opening a new position worth an estimated $3.67M. The largest seller was Brookstone Capital Management, cutting an estimated $60M.

  • 115 institutional investors held Innovator US Equity Ultra Buffer ETF December (UDEC) as of Q3 2025, down from 121 in Q2 2025.
  • Funds reported $212M of Innovator US Equity Ultra Buffer ETF December stock for Q3 2025, down 37% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF December positions in Q3 2025 and 16 closed out, a net change of -4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF December buyer in Q3 2025 was Mach-1 Financial Group, an estimated $3.67M added.
  • The largest Innovator US Equity Ultra Buffer ETF December seller in Q3 2025 was Brookstone Capital Management, an estimated $60M sold.

Based on aggregated 13F filings for Q3 2025.