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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

101 hedge funds and large institutions have $113M invested in Innovator US Equity Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
12
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.01M
2
Citadel Advisors
Citadel Advisors
Florida
+$331K
3
Cerity Partners
Cerity Partners
New York
+$322K
4
KAS
Kestra Advisory Services
Texas
+$282K
5
SS
Sunbelt Securities
Texas
+$257K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$6.45M
2
RPSA
Richard P. Slaughter Associates
Texas
-$1.68M
3
CIA
Concurrent Investment Advisors
Florida
-$1.64M
4
PCM
Penserra Capital Management
California
-$1.27M
5
ST
Sageworth Trust
Pennsylvania
-$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
OMC
26
Old Mission Capital
Illinois
$1.01M +$1.01M +22,374 New
MPCL
27
My Personal CFO LLC
Washington
$1M – – –
SB
28
Strategic Blueprint
Georgia
$987K -$205K -4,532 -17%
WTFG
29
Wood Tarver Financial Group
Idaho
$968K -$1.04K -23 -0.1%
OWA
30
Outlook Wealth Advisors
Texas
$951K -$6.28K -139 -0.7%
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$908K +$170K +3,764 +23%
Citadel Advisors
32
Citadel Advisors
Florida
$853K +$331K +7,326 +63%
BPA
33
Beacon Pointe Advisors
California
$819K +$179K +3,970 +28%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$725K – – –
BCM
35
Brookstone Capital Management
Illinois
$723K -$58.7K -1,299 -8%
CIA
36
Concurrent Investment Advisors
Florida
$716K -$1.64M -36,362 -70%
TSW
37
Three Seasons Wealth
Utah
$699K – – –
FFA
38
Fragasso Financial Advisors
Pennsylvania
$663K -$308K -6,809 -32%
AAS
39
Avantax Advisory Services
Texas
$645K – – –
UBS Group
40
UBS Group
Switzerland
$627K +$158K +3,504 +34%
CPA
41
Clear Point Advisors
New York
$616K – – –
PWMG
42
Pinnacle Wealth Management Group
Michigan
$616K -$54.2K -1,200 -8%
AAP
43
Arax Advisory Partners
Colorado
$584K -$33.6K -743 -5%
BMM
44
Berkshire Money Management
Massachusetts
$573K – – –
HI
45
Harbour Investments
Wisconsin
$568K – – –
BA
46
Bellwether Advisors
Nebraska
$559K – – –
CPIG
47
Chicago Partners Investment Group
Illinois
$553K -$88.9K -1,931 -14%
WWA
48
WCG Wealth Advisors
Nevada
$550K – – –
BFA
49
Beacon Financial Advisory
Ohio
$536K -$50.6K -1,120 -9%
LSA
50
Lion Street Advisors
Texas
$535K – – –
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