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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

74 hedge funds and large institutions have $105M invested in Innovator US Equity Buffer ETF September in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 28 reducing their positions, and 4 closing their positions.

Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
1.17%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
13
Increased
14
Reduced
28
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIA
1
Acute Investment Advisory
Arizona
$4.89M
2
BMM
2
Berkshire Money Management
Massachusetts
$16M
3
MAC
3
Mason & Associates (California)
California
$2.13M
4
BCM
4
Brookstone Capital Management
Illinois
$1.66M
5
NCM
5
NCM Capital Management
New Jersey
$1.54M

Top Sellers

1
ST
1
Sageworth Trust
Pennsylvania
$4.31M
2
AA
2
Advisory Alpha
Michigan
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.47M
4
BPA
4
Beacon Pointe Advisors
California
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$16M 489,919 +128,259 +35%
Osaic Holdings
2
Osaic Holdings
Arizona
$10.9M 252,485 -2,884 -1%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.51M 199,629 -137 -0.1%
AIA
4
Acute Investment Advisory
Arizona
$4.89M 149,892 +149,892 New
ST
5
Sageworth Trust
Pennsylvania
$4.31M 131,905 -88,476 -40%
RC
6
Rovin Capital
Arizona
$3.72M 114,010 -1,146 -1%
DI
7
Diligent Investors
California
$3.17M 96,990 -4,710 -5%
SPC
8
Sigma Planning Corp
Michigan
$2.7M 82,685 +1,396 +2%
CA
9
CoreCap Advisors
Michigan
$2.59M 79,244 -2,406 -3%
KAS
10
Kestra Advisory Services
Texas
$2.56M 78,356 – –
HighTower Advisors
11
HighTower Advisors
Illinois
$2.47M 75,604 -35,813 -32%
VBFP
12
Valtinson Bruner Financial Planning
Minnesota
$2.15M 67,473 +2,181 +3%
MAC
13
Mason & Associates (California)
California
$2.13M 65,280 +65,280 New
RTS
14
Round Table Services
New Jersey
$1.96M 60,099 – –
MWM
15
Maltin Wealth Management
New Jersey
$1.83M 56,065 +400 +0.7%
OWA
16
Outlook Wealth Advisors
Texas
$1.73M 53,013 -1,369 -3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.68M 51,566 -342 -0.7%
DFA
18
DHJJ Financial Advisors
Illinois
$1.68M 51,545 -610 -1%
BCM
19
Brookstone Capital Management
Illinois
$1.66M 52,112 +52,112 New
CWM
20
Capital Wealth Management
Rhode Island
$1.66M 50,857 +5,640 +12%
NCM
21
NCM Capital Management
New Jersey
$1.54M 47,050 +47,050 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.53M 46,730 -7,529 -14%
SB
23
Strategic Blueprint
Georgia
$1.29M 39,475 +168 +0.4%
MA
24
MAS Advisors
Florida
$1.23M 37,319 -319 -0.8%
WP
25
WealthPLAN Partners
Nebraska
$1.21M 39,446 +545 +1%
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