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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

68 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
68
Holders Change
+17
Holders Change %
+33.33%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
21
Increased
22
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
1
Berkshire Money Management
Massachusetts
$12.1M
2
RC
2
Rovin Capital
Arizona
$3.85M
3
DI
3
Diligent Investors
California
$3.4M
4
ST
4
Sageworth Trust
Pennsylvania
$7.36M
5
AA
5
Advisory Alpha
Michigan
$2.07M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$0
3
LNC
3
Lincoln National Corp
Pennsylvania
$0
4
TW
4
Transform Wealth
Colorado
$495K
5
KCM
5
Kathmere Capital Management
Pennsylvania
$910K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$1.04M +$48.6K +1,456 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$965K +$45.6K +1,365 +5%
KCM
28
Kathmere Capital Management
Pennsylvania
$910K -$649K -19,422 -42%
CG
29
Caprock Group
Idaho
$832K – – –
BA
30
Bellwether Advisors
Nebraska
$801K -$1.27K -38 -0.2%
CCM
31
Covington Capital Management
California
$758K -$100K -3,000 -12%
IIA
32
Integral Investment Advisors
California
$744K +$744K +22,271 New
CIAS
33
Capital Investment Advisory Services
North Carolina
$722K – – –
KF
34
Krilogy Financial
Missouri
$686K -$165K -4,950 -19%
CAN
35
Cetera Advisor Networks
California
$677K +$126K +3,777 +23%
OMC
36
Old Mission Capital
Illinois
$642K +$642K +19,227 New
AWM
37
Axxcess Wealth Management
California
$602K +$602K +18,016 New
AWM
38
AE Wealth Management
Kansas
$585K +$200K +5,983 +52%
AAS
39
Avantax Advisory Services
Texas
$577K +$10K +300 +2%
WP
40
WealthSource Partners
California
$534K +$534K +16,000 New
TW
41
Transform Wealth
Colorado
$495K -$1.02M -30,580 -67%
CW
42
CreativeOne Wealth
Kansas
$447K +$447K +13,370 New
AAP
43
Arax Advisory Partners
Colorado
$441K – – –
NFG
44
Nations Financial Group
Iowa
$368K -$121K -3,625 -25%
CA
45
Cetera Advisors
Colorado
$360K +$360K +10,772 New
Wolverine Trading
46
Wolverine Trading
Illinois
$346K +$346K +10,340 New
BFA
47
Beacon Financial Advisory
Ohio
$310K +$310K +9,278 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$305K +$305K +9,116 New
SAS
49
SMI Advisory Services
Indiana
$277K +$1.67K +50 +0.6%
BFC
50
Bedel Financial Consulting
Indiana
$256K +$62.8K +1,881 +33%
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