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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

74 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF September in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
14
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$4.89M
2
BMM
2
Berkshire Money Management
Massachusetts
$16M
3
MAC
3
Mason & Associates (California)
California
$2.13M
4
BCM
4
Brookstone Capital Management
Illinois
$1.66M
5
NCM
5
NCM Capital Management
New Jersey
$1.54M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$4.31M
2
AA
2
Advisory Alpha
Michigan
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.47M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
26
WealthPlan Investment Management
Nebraska
$1.21M +$1.21M +39,446 New
BCM
27
Beck Capital Management
Texas
$1.18M -$210K -6,425 -15%
LNC
28
Lincoln National Corp
Pennsylvania
$1.15M +$1.15M +35,187 New
BWM
29
BCS Wealth Management
Tennessee
$1.11M -$268K -8,227 -19%
IIA
30
Integral Investment Advisors
California
$1.09M +$365K +11,187 +50%
RPGK
31
Retirement Planning Group (Kansas)
Kansas
$1.03M – – –
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$909K -$34.3K -1,050 -4%
CCM
33
Covington Capital Management
California
$782K +$40.8K +1,250 +6%
BA
34
Bellwether Advisors
Nebraska
$780K -$2.61K -80 -0.3%
CG
35
Caprock Group
Idaho
$762K -$50.7K -1,554 -6%
KCM
36
Kathmere Capital Management
Pennsylvania
$672K -$218K -6,668 -24%
PCM
37
Penserra Capital Management
California
$625K +$625K +19,176 New
CAN
38
Cetera Advisor Networks
California
$605K -$56.3K -1,725 -9%
PPW
39
Pinnacle Private Wealth
Massachusetts
$583K +$583K +17,857 New
AAS
40
Avantax Advisory Services
Texas
$565K – – –
EWA
41
Evolution Wealth Advisors
Florida
$564K – – –
TW
42
Transform Wealth
Colorado
$555K +$71.6K +2,194 +15%
AWM
43
AE Wealth Management
Kansas
$539K -$32.6K -1,000 -6%
AWM
44
Axxcess Wealth Management
California
$523K -$65.3K -2,000 -11%
WP
45
WealthSource Partners
California
$522K – – –
Wolverine Trading
46
Wolverine Trading
Illinois
$493K +$152K +4,629 +45%
CIAS
47
Capital Investment Advisory Services
North Carolina
$486K -$219K -6,720 -31%
CW
48
CreativeOne Wealth
Kansas
$436K – – –
AAP
49
Arax Advisory Partners
Colorado
$433K +$2.12K +65 +0.5%
NFG
50
Nations Financial Group
Iowa
$359K – – –
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2
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