Innovator US Equity Buffer ETF September
BSEP
68 hedge funds and large institutions have $94.9M invested in Innovator US Equity Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 4 closing their positions.
425% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 4
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
35% more capital invested
Capital invested by funds: $70.4M → $94.9M (+$24.5M)
33% more funds holding
Funds holding: 51 → 68 (+17)
6.02% more ownership
Funds ownership: 55.75% → 61.76% (+6%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$10.5M |
| 2 |
RC
Rovin Capital
Mesa,
Arizona
|
+$3.76M |
| 3 |
DI
Diligent Investors
Redlands,
California
|
+$3.32M |
| 4 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$2.51M |
| 5 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$11.5M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.87M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$1.47M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$998K |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$634K |
BSEP Hedge Fund Activity: Q4 2021 in Review
68 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF September (BSEP) for Q4 2021, worth a combined $94.9M — up 35% from $70.4M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new BSEP positions and 4 closed out — a net gain of 17 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $10.5M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11.5M sold.
- 68 institutional investors held Innovator US Equity Buffer ETF September (BSEP) as of Q4 2021, up from 51 in Q3 2021.
- Funds reported $94.9M of Innovator US Equity Buffer ETF September stock for Q4 2021, up 35% quarter-over-quarter.
- 21 funds opened new Innovator US Equity Buffer ETF September positions in Q4 2021 and 4 closed out, a net change of +17 holders.
- The largest Innovator US Equity Buffer ETF September buyer in Q4 2021 was Berkshire Money Management, an estimated $10.5M added.
- The largest Innovator US Equity Buffer ETF September seller in Q4 2021 was Personal CFO Solutions, an estimated $11.5M sold.
Based on aggregated 13F filings for Q4 2021.