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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

81 hedge funds and large institutions have $135M invested in Innovator US Equity Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
13
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
1
Belpointe Asset Management
Nevada
$1.75M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$793K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$779K
4
SCA
4
Snowden Capital Advisors
New York
$461K
5
GI
5
Gradient Investments
Minnesota
$471K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.69M
3
LSA
3
Lion Street Advisors
Texas
$0
4
Jane Street
4
Jane Street
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
BCS Wealth Management
Tennessee
$995K 28,881 -4,743 -14%
AWM
27
AE Wealth Management
Kansas
$909K 26,395 -355 -1%
Citadel Advisors
28
Citadel Advisors
Florida
$886K 25,719 +4,393 +21%
BPA
29
Beacon Pointe Advisors
California
$864K 25,077 -3,794 -13%
HighTower Advisors
30
HighTower Advisors
Illinois
$863K 24,980 -1,259 -5%
IIA
31
Integral Investment Advisors
California
$852K 24,727 -1,174 -5%
USCWA
32
U.S. Capital Wealth Advisors
Texas
$793K 23,032 +23,032 New
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$779K 22,623 +15,304 +209%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$732K 21,250 – –
CAN
35
Cetera Advisor Networks
California
$708K 20,546 -1,050 -5%
PWMG
36
Pinnacle Wealth Management Group
Michigan
$692K 20,090 -2,700 -12%
BA
37
Bellwether Advisors
Nebraska
$691K 20,069 -3,104 -13%
FFA
38
Fragasso Financial Advisors
Pennsylvania
$666K 19,336 – –
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$655K 19,017 +150 +0.8%
NFG
40
Nations Financial Group
Iowa
$617K 17,916 -415 -2%
AAS
41
Avantax Advisory Services
Texas
$607K 17,614 – –
CPIG
42
Chicago Partners Investment Group
Illinois
$601K 17,216 – –
TFS
43
Thoroughbred Financial Services
Tennessee
$541K 15,727 – –
OMC
44
Old Mission Capital
Illinois
$510K 14,803 +8,367 +130%
GI
45
Gradient Investments
Minnesota
$471K 13,657 +9,852 +259%
SCA
46
Snowden Capital Advisors
New York
$461K 13,370 +13,370 New
AAP
47
Arax Advisory Partners
Colorado
$454K 13,165 -45 -0.3%
CA
48
CoreCap Advisors
Michigan
$420K 12,194 +12,194 New
BFA
49
Beacon Financial Advisory
Ohio
$420K 12,188 – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$412K 11,953 -2,865 -19%
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