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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

107 hedge funds and large institutions have $146M invested in Innovator US Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
12
Reduced
44
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
CIA
2
Concurrent Investment Advisors
Florida
$2.23M
3
PCM
3
Penserra Capital Management
California
$15.2M
4
OMC
4
Old Mission Capital
Illinois
$1.13M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$6.42M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
WP
2
WealthPLAN Partners
Nebraska
$1.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.3M
5
Jane Street
5
Jane Street
New York
$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Maltin Wealth Management
New Jersey
$1.13M -$8.37K -195 -0.7%
OMC
27
Old Mission Capital
Illinois
$1.13M +$1.13M +26,248 New
MML Investors Services
28
MML Investors Services
Massachusetts
$1.1M +$43.4K +1,013 +4%
IIA
29
Integral Investment Advisors
California
$1.04M – – –
CAM
30
Cresset Asset Management
Illinois
$974K – – –
MPCL
31
My Personal CFO LLC
Washington
$952K – – –
VBFP
32
Valtinson Bruner Financial Planning
Minnesota
$932K -$16.5K -385 -2%
WTFG
33
Wood Tarver Financial Group
Idaho
$921K +$921K +21,476 New
OWA
34
Outlook Wealth Advisors
Texas
$912K +$96.9K +2,259 +12%
FFA
35
Fragasso Financial Advisors
Pennsylvania
$871K -$147K -3,432 -14%
CPIG
36
Chicago Partners Investment Group
Illinois
$742K – – –
LSA
37
Lion Street Advisors
Texas
$704K -$127K -2,966 -15%
GSIAS
38
Garden State Investment Advisory Services
New Jersey
$689K – – –
TSW
39
Three Seasons Wealth
Utah
$664K – – –
PWMG
40
Pinnacle Wealth Management Group
Michigan
$657K – – –
AAS
41
Avantax Advisory Services
Texas
$613K -$1.07K -25 -0.2%
BPA
42
Beacon Pointe Advisors
California
$600K -$10.6K -248 -2%
BWM
43
BCS Wealth Management
Tennessee
$599K -$17.9K -417 -3%
AAP
44
Arax Advisory Partners
Colorado
$593K -$1.24K -29 -0.2%
CPA
45
Clear Point Advisors
New York
$586K -$987 -23 -0.2%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$560K -$27.6K -644 -5%
HI
47
Harbour Investments
Wisconsin
$560K -$59.5K -1,386 -10%
BFA
48
Beacon Financial Advisory
Ohio
$557K -$858 -20 -0.2%
RA
49
RFG Advisory
Alabama
$553K -$142K -3,303 -20%
BMM
50
Berkshire Money Management
Massachusetts
$544K -$1.09M -25,467 -67%
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