Innovator US Equity Buffer ETF September
BSEP
21 hedge funds and large institutions have $29.7M invested in Innovator US Equity Buffer ETF September in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 6 closing their positions.
369% more capital invested
Capital invested by funds: $6.34M → $29.7M (+$23.4M)
167% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 6
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
91% more funds holding
Funds holding: 11 → 21 (+10)
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
2.68% more ownership
Funds ownership: 64.89% → 67.57% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$8.04M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
+$7.15M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$6.82M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.19M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$539K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$480K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$387K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$369K |
| 5 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$245K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WCG
26
Weaver Consulting Group
Huntington Beach,
California
| – | -$30K | -1,160 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$24K | -925 | Closed |
|
|
CAN
28
Cetera Advisor Networks
El Segundo,
California
| – | -$14K | -560 | Closed |
|
BSEP Hedge Fund Activity: Q3 2020 in Review
21 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF September (BSEP) for Q3 2020, worth a combined $29.7M — up 369% from $6.34M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BSEP positions and 6 closed out — a net gain of 10 holders — while 3 added to existing stakes and 2 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $8.04M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $539K sold.
- 21 institutional investors held Innovator US Equity Buffer ETF September (BSEP) as of Q3 2020, up from 11 in Q2 2020.
- Funds reported $29.7M of Innovator US Equity Buffer ETF September stock for Q3 2020, up 369% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Buffer ETF September positions in Q3 2020 and 6 closed out, a net change of +10 holders.
- The largest Innovator US Equity Buffer ETF September buyer in Q3 2020 was Personal CFO Solutions, an estimated $8.04M added.
- The largest Innovator US Equity Buffer ETF September seller in Q3 2020 was Berkshire Money Management, an estimated $539K sold.
Based on aggregated 13F filings for Q3 2020.