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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

84 hedge funds and large institutions have $140M invested in Innovator US Equity Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.34%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
32
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$5.68M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$3.74M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.5M
4
CAM
4
Cresset Asset Management
Illinois
$2.89M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$10.8M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$16.9M
2
BAM
2
Belpointe Asset Management
Nevada
$0
3
MML Investors Services
3
MML Investors Services
Massachusetts
$573K
4
DIM
4
Delta Investment Management
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.5M
Name Market Value Shares Shares
Change 		Shares
Change %
SB
26
Strategic Blueprint
Georgia
$1.17M 34,774 -9,007 -21%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.13M 33,588 +1,326 +4%
Cerity Partners
28
Cerity Partners
New York
$1.11M 33,067 -7,435 -18%
TFS
29
Thoroughbred Financial Services
Tennessee
$1.07M 31,921 +16,194 +103%
MWM
30
Maltin Wealth Management
New Jersey
$996K 29,592 -9,330 -24%
SCA
31
Snowden Capital Advisors
New York
$938K 27,863 +14,493 +108%
BWM
32
BCS Wealth Management
Tennessee
$918K 27,264 -1,617 -6%
IIA
33
Integral Investment Advisors
California
$832K 24,727 – –
CAN
34
Cetera Advisor Networks
California
$800K 23,779 +3,233 +16%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$779K 23,146 +4,129 +22%
BA
36
Bellwether Advisors
Nebraska
$721K 21,424 +1,355 +7%
GSIAS
37
Garden State Investment Advisory Services
New Jersey
$715K 21,250 – –
LSA
38
Lion Street Advisors
Texas
$687K 20,423 +20,423 New
AWM
39
AE Wealth Management
Kansas
$669K 19,877 -6,518 -25%
PWMG
40
Pinnacle Wealth Management Group
Michigan
$651K 19,340 -750 -4%
FFA
41
Fragasso Financial Advisors
Pennsylvania
$651K 19,336 – –
MPCL
42
My Personal CFO LLC
Washington
$614K 18,230 +18,230 New
AAS
43
Avantax Advisory Services
Texas
$606K 17,989 +375 +2%
NFG
44
Nations Financial Group
Iowa
$581K 17,261 -655 -4%
BPA
45
Beacon Pointe Advisors
California
$578K 17,158 -7,919 -32%
MML Investors Services
46
MML Investors Services
Massachusetts
$573K 17,034 -49,525 -74%
CPIG
47
Chicago Partners Investment Group
Illinois
$572K 17,216 – –
SWA
48
Stratos Wealth Advisors
Ohio
$548K 16,281 +16,281 New
TSW
49
Three Seasons Wealth
Utah
$521K 15,485 +15,485 New
USCWA
50
U.S. Capital Wealth Advisors
Texas
$521K 15,473 -7,559 -33%
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