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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

87 hedge funds and large institutions have $119M invested in Innovator US Equity Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 8 closing their positions.

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
15
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LSA
1
Lion Street Advisors
Texas
$574K
2
Jane Street
2
Jane Street
New York
$553K
3
TFS
3
Thoroughbred Financial Services
Tennessee
$505K
4
AWM
4
AE Wealth Management
Kansas
$859K
5
SB
5
Strategic Blueprint
Georgia
$1.45M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
SFG
2
Steward Financial Group
Texas
$224K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$4.71M
4
OMC
4
Old Mission Capital
Illinois
$207K
5
EWA
5
Evolution Wealth Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
Sugarloaf Wealth Management
Georgia
$67.4K – – –
UBS Group
77
UBS Group
Switzerland
$66.6K -$57.3K -1,784 -46%
AIC
78
Archer Investment Corporation
Indiana
$64.5K +$161 +5 +0.2%
WP
79
WealthShield Partners
North Carolina
$51.4K +$51.4K +1,600 New
CFD
80
Creative Financial Designs
Indiana
$32.1K +$32.1K +1,000 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$28.9K +$28.9K +900 New
AF
82
Advisornet Financial
Minnesota
$18.7K – – –
JPMorgan Chase & Co
83
JPMorgan Chase & Co
New York
$16.1K – – –
EWA
84
EverSource Wealth Advisors
Alabama
$15.8K – – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$8.67K -$307 -9,545 -3%
AAS
86
Ameritas Advisory Services
Nebraska
$8.23K +$8.23K +255 New
NA
87
NewEdge Advisors
Louisiana
$6.65K – – –
WIM
88
WealthPlan Investment Management
Nebraska
– -$1.42M -44,107 Closed
EWA
89
Evolution Wealth Advisors
Florida
– -$524K -17,285 Closed
BCM
90
Beck Capital Management
Texas
– -$386K -12,726 Closed
MA
91
MAS Advisors
Florida
– -$382K -12,593 Closed
TW
92
Transform Wealth
Colorado
– -$265K -8,726 Closed
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
– -$187K -6,150 Closed
SVWAG
94
Sound View Wealth Advisors Group
Georgia
– -$224K -6,096 Closed
CA
95
Corrado Advisors
New Jersey
– -$2.28K -75 Closed
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