BSEP icon

Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

101 hedge funds and large institutions have $113M invested in Innovator US Equity Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 41 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+4
Holders Change %
+4.12%
% of All Funds
1.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
12
Reduced
41
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
+$1.01M
2
Citadel Advisors
Citadel Advisors
Florida
+$331K
3
Cerity Partners
Cerity Partners
New York
+$322K
4
KAS
Kestra Advisory Services
Texas
+$282K
5
SS
Sunbelt Securities
Texas
+$257K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$6.45M
2
RPSA
Richard P. Slaughter Associates
Texas
-$1.68M
3
CIA
Concurrent Investment Advisors
Florida
-$1.64M
4
PCM
Penserra Capital Management
California
-$1.27M
5
ST
Sageworth Trust
Pennsylvania
-$780K
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$533K -$71.4K -1,580 -12%
SAM
52
Secure Asset Management
Michigan
$490K -$1.13K -25 -0.2%
BWM
53
BCS Wealth Management
Tennessee
$459K -$68.5K -1,518 -13%
SPC
54
Sigma Planning Corp
Michigan
$455K -$14.5K -322 -3%
BWM
55
BCGM Wealth Management
Indiana
$452K – – –
PS
56
Principal Securities
Iowa
$442K – – –
RPGK
57
Retirement Planning Group (Kansas)
Kansas
$428K – – –
IWM
58
IMG Wealth Management
Florida
$417K -$28.9K -639 -6%
RA
59
RFG Advisory
Alabama
$417K -$152K -3,361 -27%
LAM
60
Lewis Asset Management
California
$416K – – –
SPIA
61
Steward Partners Investment Advisory
New York
$402K +$2.26K +50 +0.6%
TF
62
Trek Financial
Arizona
$377K – – –
CW
63
CreativeOne Wealth
Kansas
$365K -$2.48K -55 -0.7%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$323K -$447K -9,894 -58%
FNWA
65
Financial Network Wealth Advisors
Utah
$312K – – –
DWP
66
Daymark Wealth Partners
Ohio
$301K – – –
VFPW
67
Vantage Financial Partners (Wisconsin)
Wisconsin
$300K -$131K -2,892 -30%
ALS
68
Andrew L. Share
$293K – – –
SWM
69
Spire Wealth Management
Virginia
$288K +$90 +2 +0%
PCA
70
Prosperity Capital Advisors
Ohio
$284K – – –
SS
71
Sunbelt Securities
Texas
$257K +$257K +5,995 New
SIA
72
Soltis Investment Advisors
Utah
$257K – – –
VBFP
73
Valtinson Bruner Financial Planning
Minnesota
$253K – – –
AWM
74
AE Wealth Management
Kansas
$241K – – –
IA
75
IFP Advisors
Florida
$237K -$17K -376 -7%
1 2
3
4 5