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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

80 hedge funds and large institutions have $131M invested in Innovator US Equity Buffer ETF September in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
80
Holders Change
+15
Holders Change %
+23.08%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
24
Increased
24
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
1
Sageworth Trust
Pennsylvania
$22.2M
2
KCM
2
Karp Capital Management
California
$10.9M
3
LF
3
Lantz Financial
Illinois
$9.15M
4
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.77M
5
BMM
5
Berkshire Money Management
Massachusetts
$13.6M

Top Sellers

1
SPC
1
Sigma Planning Corp
Michigan
$302K
2
MAC
2
Mason & Associates (California)
California
$0
3
NCM
3
NCM Capital Management
New Jersey
$0
4
OMC
4
Old Mission Capital
Illinois
$2.2M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.49M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$426K – – –
KCM
52
Kathmere Capital Management
Pennsylvania
$406K -$180K -6,299 -31%
CW
53
CreativeOne Wealth
Kansas
$383K – – –
AAP
54
Arax Advisory Partners
Colorado
$362K -$6.72K -235 -2%
IA
55
IFP Advisors
Florida
$355K +$132K +5,357 +59%
BFA
56
Beacon Financial Advisory
Ohio
$349K +$83.3K +2,910 +31%
Susquehanna International Group
57
Susquehanna International Group
Pennsylvania
$340K -$69.2K -2,416 -17%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$319K +$319K +11,144 New
SPC
59
Sigma Planning Corp
Michigan
$302K -$2.03M -70,930 -87%
BWM
60
BCGM Wealth Management
Indiana
$297K +$297K +10,000 New
MHS
61
M Holdings Securities
Oregon
$245K +$245K +8,577 New
VWA
62
Visionary Wealth Advisors
Illinois
$231K +$231K +8,063 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$228K -$95.4K -3,334 -29%
TC
64
TownSquare Capital
Utah
$217K – – –
BF
65
BOK Financial
Oklahoma
$215K +$215K +7,504 New
CBFP
66
Cedar Brook Financial Partners
Ohio
$201K +$201K +7,021 New
OCM
67
Orion Capital Management
California
$162K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$148K +$148K +5,185 New
HI
69
Harbour Investments
Wisconsin
$131K – – –
SWM
70
Spire Wealth Management
Virginia
$114K +$114K +4,000 New
GI
71
Gradient Investments
Minnesota
$109K – – –
APA
72
American Portfolios Advisors
New York
$108K +$2.29K +80 +2%
BFEC
73
Benjamin F. Edwards & Company
Missouri
$80K – – –
SWM
74
Sugarloaf Wealth Management
Georgia
$61K +$61K +2,100 New
AIC
75
Archer Investment Corporation
Indiana
$57.3K +$57.3K +2,003 New
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