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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $125M invested in Innovator US Equity Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 47 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
11
Reduced
47
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$8.9M
2
AGA
2
Accuvest Global Advisors
Utah
$2.41M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.24M
4
Jane Street
4
Jane Street
New York
$1.4M
5
LPL Financial
5
LPL Financial
California
$1.59M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$1.51M
2
BCM
2
Brookstone Capital Management
Illinois
$535K
3
SPIA
3
Steward Partners Investment Advisory
New York
$201K
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$875K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.41M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
76
Kathmere Capital Management
Pennsylvania
$262K -$66.3K -1,689 -20%
ALS
77
Andrew L. Share
$255K – – –
PCA
78
Prosperity Capital Advisors
Ohio
$249K -$17.2K -438 -6%
SWM
79
Spire Wealth Management
Virginia
$239K – – –
SS
80
Sunbelt Securities
Texas
$235K -$14.3K -363 -6%
SIA
81
Soltis Investment Advisors
Utah
$225K – – –
SVWAG
82
Sound View Wealth Advisors Group
Georgia
$212K -$27.7K -704 -12%
SPWG
83
Syntegra Private Wealth Group
Missouri
$206K +$206K +5,233 New
SPIA
84
Steward Partners Investment Advisory
New York
$201K -$2.52M -64,178 -93%
IA
85
IFP Advisors
Florida
$177K – – –
WCM
86
Weaver Capital Management
Georgia
$165K +$165K +4,208 New
SWM
87
Sugarloaf Wealth Management
Georgia
$139K – – –
AF
88
Advisornet Financial
Minnesota
$91.7K – – –
BFEC
89
Benjamin F. Edwards & Company
Missouri
$90K – – –
CIA
90
Cape Investment Advisory
Georgia
$84K – – –
AIC
91
Archer Investment Corporation
Indiana
$70.2K -$8.68K -221 -11%
OCM
92
Orion Capital Management
California
$64K – – –
CFD
93
Creative Financial Designs
Indiana
$39.3K – – –
EWA
94
EverSource Wealth Advisors
Alabama
$18.9K – – –
CA
95
Continuum Advisory
Idaho
$9.02K +$9.02K +229 New
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
UBS Group
97
UBS Group
Switzerland
$157 +$157 +4 New
SAG
98
SageView Advisory Group
California
– -$7.04K -264,555 Closed
VWA
99
Visionary Wealth Advisors
Illinois
– -$295K -8,048 Closed
WIA
100
World Investment Advisors
California
– -$220K -6,196 Closed
1 2 3
4
5