BSEP icon

Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$7.61M
3
RPSA
3
Richard P. Slaughter Associates
Texas
$5.24M
4
Cerity Partners
4
Cerity Partners
New York
$6.92M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.99M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$1.17M
2
NFG
2
Nations Financial Group
Iowa
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$221K
5
BA
5
Bellwether Advisors
Nebraska
$522K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
76
AE Wealth Management
Kansas
$244K -$77.3K -1,835 -24%
SIA
77
Soltis Investment Advisors
Utah
$239K -$1.39K -33 -0.6%
GS
78
GTS Securities
New York
$235K +$235K +5,571 New
NC
79
NovaPoint Capital
Georgia
$232K +$232K +5,517 New
SWA
80
Stratos Wealth Advisors
Ohio
$221K -$464K -11,023 -68%
SPWG
81
Syntegra Private Wealth Group
Missouri
$220K – – –
KCM
82
Kathmere Capital Management
Pennsylvania
$207K -$73.1K -1,735 -26%
SWM
83
Sugarloaf Wealth Management
Georgia
$131K -$2.95K -70 -2%
WCM
84
Weaver Capital Management
Georgia
$127K – – –
WP
85
WealthShield Partners
North Carolina
$114K +$114K +2,702 New
RWM
86
Reston Wealth Management
Virginia
$104K +$104K +2,458 New
CIAS
87
Capital Investment Advisory Services
North Carolina
$102K +$33.7K +800 +49%
CIA
88
Cape Investment Advisory
Georgia
$90.1K – – –
GTAM
89
Global Trust Asset Management
Florida
$84.2K +$84.2K +2,000 New
AIC
90
Archer Investment Corporation
Indiana
$80.2K +$4.93K +117 +7%
CA
91
Continuum Advisory
Idaho
$76.5K +$66.7K +1,549 +676%
AF
92
Advisornet Financial
Minnesota
$58K -$40.3K -957 -41%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$43.2K +$43.2K +1,025 New
CFD
94
Creative Financial Designs
Indiana
$42.1K – – –
EWA
95
EverSource Wealth Advisors
Alabama
$20.7K – – –
NA
96
NewEdge Advisors
Louisiana
$8.72K – – –
OSAM
97
O'Shaughnessy Asset Management
Connecticut
$3.83K – – –
NFG
98
Nations Financial Group
Iowa
– -$683K -16,782 Closed
OMC
99
Old Mission Capital
Illinois
– -$602K -14,803 Closed
CA
100
Claro Advisors
Massachusetts
– -$241K -5,924 Closed
1 2 3
4
5