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Innovator US Equity Buffer ETF September

97 hedge funds and large institutions have $116M invested in Innovator US Equity Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
15
Reduced
36
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
51
BCS Wealth Management
Tennessee
$488K -$94.9K -2,272 -16%
Citadel Advisors
52
Citadel Advisors
Florida
$483K -$35.7K -854 -7%
SAM
53
Secure Asset Management
Michigan
$455K -$17.4K -416 -4%
SPC
54
Sigma Planning Corp
Michigan
$435K -$12.6K -302 -3%
UBS Group
55
UBS Group
Switzerland
$434K +$434K +10,378 +259,450%
PS
56
Principal Securities
Iowa
$420K
BWM
57
BCGM Wealth Management
Indiana
$418K
IWM
58
IMG Wealth Management
Florida
$412K
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$399K -$37.1K -889 -9%
RPGK
60
Retirement Planning Group (Kansas)
Kansas
$396K -$4.09K -98 -1%
LAM
61
Lewis Asset Management
California
$385K
SPIA
62
Steward Partners Investment Advisory
New York
$369K -$4.47M -106,969 -92%
TF
63
Trek Financial
Arizona
$349K
TC
64
TownSquare Capital
Utah
$345K -$58K -1,389 -14%
CW
65
CreativeOne Wealth
Kansas
$340K -$14K -334 -4%
Goldman Sachs
66
Goldman Sachs
New York
$319K +$319K +7,640 New
FNWA
67
Financial Network Wealth Advisors
Utah
$289K
USCWA
68
U.S. Capital Wealth Advisors
Texas
$285K
DWP
69
Daymark Wealth Partners
Ohio
$279K
ALS
70
Andrew L. Share
$271K
SWM
71
Spire Wealth Management
Virginia
$266K -$4.81K -115 -2%
PCA
72
Prosperity Capital Advisors
Ohio
$263K
SIA
73
Soltis Investment Advisors
Utah
$237K
IA
74
IFP Advisors
Florida
$235K -$62.7K -1,500 -21%
VBFP
75
Valtinson Bruner Financial Planning
Minnesota
$234K -$673K -16,117 -74%