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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $125M invested in Innovator US Equity Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 47 reducing their positions, and 6 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
11
Reduced
47
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$8.9M
2
AGA
2
Accuvest Global Advisors
Utah
$2.41M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.24M
4
Jane Street
4
Jane Street
New York
$1.4M
5
LPL Financial
5
LPL Financial
California
$1.59M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$1.51M
2
BCM
2
Brookstone Capital Management
Illinois
$535K
3
SPIA
3
Steward Partners Investment Advisory
New York
$201K
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$875K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Clear Point Advisors
New York
$576K – – –
PWMG
52
Pinnacle Wealth Management Group
Michigan
$537K -$223K -5,680 -29%
BCM
53
Brookstone Capital Management
Illinois
$535K -$7.82M -198,950 -94%
CIAS
54
Capital Investment Advisory Services
North Carolina
$533K – – –
BPA
55
Beacon Pointe Advisors
California
$515K -$62.3K -1,586 -11%
AAP
56
Arax Advisory Partners
Colorado
$488K -$511 -13 -0.1%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$472K +$358K +9,121 +315%
TC
58
TownSquare Capital
Utah
$466K -$301K -7,658 -39%
HI
59
Harbour Investments
Wisconsin
$449K – – –
SPC
60
Sigma Planning Corp
Michigan
$430K +$430K +10,947 New
RA
61
RFG Advisory
Alabama
$428K +$428K +10,883 New
RPGK
62
Retirement Planning Group (Kansas)
Kansas
$395K -$5.7K -145 -1%
BWM
63
BCGM Wealth Management
Indiana
$393K – – –
PS
64
Principal Securities
Iowa
$367K +$3.26K +83 +0.9%
RJA
65
Raymond James & Associates
Florida
$364K -$1.06K -27 -0.3%
LAM
66
Lewis Asset Management
California
$362K – – –
TF
67
Trek Financial
Arizona
$360K – – –
SAM
68
Secure Asset Management
Michigan
$337K +$337K +8,584 New
CAN
69
Cetera Advisor Networks
California
$334K -$217K -5,532 -39%
Citadel Advisors
70
Citadel Advisors
Florida
$320K -$45K -1,146 -12%
AWM
71
AE Wealth Management
Kansas
$299K -$434K -11,046 -59%
FNWA
72
Financial Network Wealth Advisors
Utah
$289K -$20.2K -513 -7%
CA
73
Claro Advisors
Massachusetts
$278K -$38K -967 -12%
BFA
74
Beacon Financial Advisory
Ohio
$271K -$133K -3,395 -33%
USCWA
75
U.S. Capital Wealth Advisors
Texas
$268K -$314K -8,001 -54%
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