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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

107 hedge funds and large institutions have $146M invested in Innovator US Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
12
Reduced
44
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
CIA
2
Concurrent Investment Advisors
Florida
$2.23M
3
PCM
3
Penserra Capital Management
California
$15.2M
4
OMC
4
Old Mission Capital
Illinois
$1.13M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$6.42M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
WP
2
WealthPLAN Partners
Nebraska
$1.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.3M
5
Jane Street
5
Jane Street
New York
$408K
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$533K 12,416 +5,178 +72%
BA
52
Bellwether Advisors
Nebraska
$531K 12,383 – –
FCFC
53
First Commonwealth Financial Corp
Pennsylvania
$511K 11,909 +2,646 +29%
SAM
54
Secure Asset Management
Michigan
$485K 11,297 -65 -0.6%
SPC
55
Sigma Planning Corp
Michigan
$459K 10,703 -155 -1%
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$447K 10,429 -3,073 -23%
BWM
57
BCGM Wealth Management
Indiana
$429K 10,000 – –
IWM
58
IMG Wealth Management
Florida
$423K 9,869 +9,869 New
PS
59
Principal Securities
Iowa
$420K 9,779 -225 -2%
TC
60
TownSquare Capital
Utah
$414K 9,650 -4,308 -31%
RPGK
61
Retirement Planning Group (Kansas)
Kansas
$411K 9,580 -160 -2%
Jane Street
62
Jane Street
New York
$408K 9,499 -26,790 -74%
LAM
63
Lewis Asset Management
California
$395K 9,206 – –
CW
64
CreativeOne Wealth
Kansas
$363K 8,461 +8,461 New
TF
65
Trek Financial
Arizona
$358K 8,345 -830 -9%
CB
66
Chris Bulman
California
$336K 7,838 +5 +0.1%
IA
67
IFP Advisors
Florida
$306K 7,128 – –
FNWA
68
Financial Network Wealth Advisors
Utah
$297K 6,914 -2,736 -28%
USCWA
69
U.S. Capital Wealth Advisors
Texas
$293K 6,822 – –
DWP
70
Daymark Wealth Partners
Ohio
$286K 6,671 – –
SWM
71
Spire Wealth Management
Virginia
$278K 6,492 – –
ALS
72
Andrew L. Share
$278K 6,480 – –
KWM
73
Kingsview Wealth Management
Oregon
$277K 6,456 -847 -12%
PCA
74
Prosperity Capital Advisors
Ohio
$270K 6,293 – –
SS
75
Sunbelt Securities
Texas
$258K 5,995 – –
1 2
3
4 5