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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

51 hedge funds and large institutions have $70.4M invested in Innovator US Equity Buffer ETF September in 2021 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 3 reducing their positions, and 6 closing their positions.

Holders
51
Holders Change
+19
Holders Change %
+59.38%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
21
Reduced
3
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCS
1
Personal CFO Solutions
New Jersey
$11.5M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.94M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$7.92M
4
ST
4
Sageworth Trust
Pennsylvania
$4.48M
5
SPC
5
Sigma Planning Corp
Michigan
$2.54M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
MWM
2
Maltin Wealth Management
New Jersey
$1.76M
3
CAN
3
Cetera Advisor Networks
California
$515K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
1
Personal CFO Solutions
New Jersey
$11.5M 369,469 +369,469 New
Osaic Holdings
2
Osaic Holdings
Arizona
$7.92M 253,587 +163,942 +183%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.94M 190,141 +165,803 +681%
ST
4
Sageworth Trust
Pennsylvania
$4.48M 143,314 +143,314 New
HighTower Advisors
5
HighTower Advisors
Illinois
$2.7M 86,220 +62,977 +271%
SPC
6
Sigma Planning Corp
Michigan
$2.54M 81,280 +81,280 New
KAS
7
Kestra Advisory Services
Texas
$2.42M 77,483 +77,483 New
VBFP
8
Valtinson Bruner Financial Planning
Minnesota
$2.13M 65,784 +65,784 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$1.87M 59,821 +59,821 New
MWM
10
Maltin Wealth Management
New Jersey
$1.76M 56,365 -58,298 -51%
BBPWM
11
Blue Bell Private Wealth Management
Pennsylvania
$1.57M 50,162 +44,709 +820%
DFA
12
DHJJ Financial Advisors
Illinois
$1.57M 49,703 +5,470 +12%
LNC
13
Lincoln National Corp
Pennsylvania
$1.47M 47,170 +34,449 +271%
WP
14
WealthPLAN Partners
Nebraska
$1.47M 44,460 +6,758 +18%
KCM
15
Kathmere Capital Management
Pennsylvania
$1.46M 46,668 -1,234 -3%
TW
16
Transform Wealth
Colorado
$1.42M 45,388 +45,388 New
CWM
17
Capital Wealth Management
Rhode Island
$1.36M 43,488 +1,497 +4%
BWM
18
BCS Wealth Management
Tennessee
$1.3M 41,635 +41,635 New
SB
19
Strategic Blueprint
Georgia
$1.29M 41,227 +15,382 +60%
BMM
20
Berkshire Money Management
Massachusetts
$1.25M 40,086 +40,086 New
BCM
21
Beck Capital Management
Texas
$1.24M 39,669 +39,669 New
BPA
22
Beacon Pointe Advisors
California
$929K 29,732 +2,413 +9%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$860K 27,526 +18,204 +195%
CCM
24
Covington Capital Management
California
$803K 25,705 +5,445 +27%
KF
25
Krilogy Financial
Missouri
$796K 25,475 +25,475 New
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