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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

87 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
15
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSA
1
Lion Street Advisors
Texas
$574K
2
Jane Street
2
Jane Street
New York
$553K
3
TFS
3
Thoroughbred Financial Services
Tennessee
$505K
4
AWM
4
AE Wealth Management
Kansas
$859K
5
SB
5
Strategic Blueprint
Georgia
$1.45M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
SFG
2
Steward Financial Group
Texas
$224K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.71M
4
OMC
4
Old Mission Capital
Illinois
$207K
5
EWA
5
Evolution Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
51
Harbour Investments
Wisconsin
$323K +$20.1K +625 +7%
BWM
52
BCGM Wealth Management
Indiana
$321K – – –
RJA
53
Raymond James & Associates
Florida
$318K +$103K +3,200 +48%
MHS
54
M Holdings Securities
Oregon
$275K -$225 -7 -0.1%
KCM
55
Kathmere Capital Management
Pennsylvania
$272K -$86.7K -2,701 -24%
PCA
56
Prosperity Capital Advisors
Ohio
$263K – – –
VWA
57
Visionary Wealth Advisors
Illinois
$253K -$6.42K -200 -2%
TC
58
TownSquare Capital
Utah
$244K – – –
WIA
59
World Investment Advisors
California
$243K +$243K +7,578 New
RA
60
RFG Advisory
Alabama
$236K +$236K +7,348 New
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$235K +$235K +7,319 New
CBFP
62
Cedar Brook Financial Partners
Ohio
$225K – – –
SFG
63
Steward Financial Group
Texas
$224K -$1M -31,400 -82%
SAG
64
SageView Advisory Group
California
$208K +$208K +6,461 New
OMC
65
Old Mission Capital
Illinois
$207K -$908K -28,263 -81%
OCM
66
Orion Capital Management
California
$182K – – –
IA
67
IFP Advisors
Florida
$170K -$184K -7,493 -52%
SPIA
68
Steward Partners Investment Advisory
New York
$167K – – –
SS
69
Sunbelt Securities
Texas
$166K +$166K +5,237 New
ASN
70
Advisory Services Network
Georgia
$161K – – –
SWM
71
Spire Wealth Management
Virginia
$128K – – –
GI
72
Gradient Investments
Minnesota
$122K – – –
BAM
73
Belpointe Asset Management
Nevada
$122K +$122K +3,787 New
BFEC
74
Benjamin F. Edwards & Company
Missouri
$90K – – –
CIA
75
Cape Investment Advisory
Georgia
$68.7K +$68.7K +2,138 New
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