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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.

New
Increased
Maintained
Reduced
Closed
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 %
SVWAG
101
Sound View Wealth Advisors Group
Georgia
– -$219K -5,392 Closed
ATPW
102
Ashton Thomas Private Wealth
Arizona
– -$85K -2,091 Closed
OCM
103
Orion Capital Management
California
– -$66.3K -1,630 Closed
UBS Group
104
UBS Group
Switzerland
– -$44.7K -1,099 Closed
TWP
105
Triad Wealth Partners
Kansas
– -$34.9K -859 Closed
1 2 3 4
5