BSEP icon

Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$7.61M
3
RPSA
3
Richard P. Slaughter Associates
Texas
$5.24M
4
Cerity Partners
4
Cerity Partners
New York
$6.92M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.99M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$1.17M
2
NFG
2
Nations Financial Group
Iowa
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$221K
5
BA
5
Bellwether Advisors
Nebraska
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
51
Clear Point Advisors
New York
$576K -$42 -1 -0%
VFPW
52
Vantage Financial Partners (Wisconsin)
Wisconsin
$569K -$54.6K -1,296 -9%
BFA
53
Beacon Financial Advisory
Ohio
$548K +$114K +2,712 +26%
BA
54
Bellwether Advisors
Nebraska
$522K -$364K -8,639 -41%
SAM
55
Secure Asset Management
Michigan
$479K +$87.7K +2,082 +22%
SPC
56
Sigma Planning Corp
Michigan
$457K -$2.53K -60 -0.5%
RJA
57
Raymond James & Associates
Florida
$433K +$22.2K +527 +5%
PS
58
Principal Securities
Iowa
$421K +$27.4K +651 +7%
BWM
59
BCGM Wealth Management
Indiana
$421K – – –
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$410K -$13.3K -316 -3%
FNWA
61
Financial Network Wealth Advisors
Utah
$406K +$96.1K +2,281 +31%
FCFC
62
First Commonwealth Financial Corp
Pennsylvania
$390K +$157K +3,738 +68%
LAM
63
Lewis Asset Management
California
$388K – – –
TF
64
Trek Financial
Arizona
$386K – – –
PCS
65
Personal CFO Solutions
New Jersey
$330K +$330K +7,837 New
CB
66
Chris Bulman
California
$330K +$267K +6,337 +424%
KWM
67
Kingsview Wealth Management
Oregon
$308K +$308K +7,303 New
Citadel Advisors
68
Citadel Advisors
Florida
$305K +$42.7K +1,013 +16%
IA
69
IFP Advisors
Florida
$300K +$111K +2,624 +58%
USCWA
70
U.S. Capital Wealth Advisors
Texas
$287K – – –
DWP
71
Daymark Wealth Partners
Ohio
$281K +$281K +6,671 New
SWM
72
Spire Wealth Management
Virginia
$273K +$105K +2,492 +62%
ALS
73
Andrew L. Share
$273K – – –
PCA
74
Prosperity Capital Advisors
Ohio
$265K -$2.44K -58 -0.9%
SS
75
Sunbelt Securities
Texas
$253K – – –
1 2
3
4 5