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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

107 hedge funds and large institutions have $146M invested in Innovator US Equity Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 12 increasing their positions, 44 reducing their positions, and 4 closing their positions.

Holders
107
Holders Change
+10
Holders Change %
+10.31%
% of All Funds
1.42%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
12
Reduced
44
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$20.9M
2
CIA
2
Concurrent Investment Advisors
Florida
$2.23M
3
PCM
3
Penserra Capital Management
California
$15.2M
4
OMC
4
Old Mission Capital
Illinois
$1.13M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$6.42M

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
WP
2
WealthPLAN Partners
Nebraska
$1.73M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.3M
5
Jane Street
5
Jane Street
New York
$408K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
76
Soltis Investment Advisors
Utah
$244K – – –
GS
77
GTS Securities
New York
$239K – – –
NC
78
NovaPoint Capital
Georgia
$237K – – –
AWM
79
AE Wealth Management
Kansas
$230K -$18.5K -432 -7%
SPWG
80
Syntegra Private Wealth Group
Missouri
$225K – – –
SWA
81
Stratos Wealth Advisors
Ohio
$219K -$7.04K -164 -3%
FIA
82
Foundations Investment Advisors
Arizona
$205K +$205K +4,783 New
PIAS
83
PCA Investment Advisory Services
Ohio
$204K +$204K +4,745 New
KCM
84
Kathmere Capital Management
Pennsylvania
$202K -$8.02K -187 -4%
SMAM
85
Sugar Maple Asset Management
Wisconsin
$182K +$182K +4,248 New
CA
86
CoreCap Advisors
Michigan
$141K -$495K -11,546 -78%
WCM
87
Weaver Capital Management
Georgia
$129K – – –
SWM
88
Sugarloaf Wealth Management
Georgia
$127K -$6.82K -159 -5%
CIAS
89
Capital Investment Advisory Services
North Carolina
$104K – – –
CIA
90
Cape Investment Advisory
Georgia
$91.7K – – –
GTAM
91
Global Trust Asset Management
Florida
$85.8K – – –
AIC
92
Archer Investment Corporation
Indiana
$81.7K – – –
CA
93
Continuum Advisory
Idaho
$76.3K – – –
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$69K +$69K +1,600 New
AF
95
Advisornet Financial
Minnesota
$59.1K – – –
OCM
96
Orion Capital Management
California
$58.3K +$58.3K +1,360 New
JPMorgan Chase & Co
97
JPMorgan Chase & Co
New York
$46.1K +$2.15K +50 +5%
PWA
98
Physician Wealth Advisors
Utah
$45.3K +$45.3K +1,055 New
CFD
99
Creative Financial Designs
Indiana
$42.9K – – –
Q1WB
100
Quest 10 Wealth Builders
Virginia
$27.8K +$27.8K +648 New
1 2 3
4
5