BSEP icon

Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

65 hedge funds and large institutions have $73.1M invested in Innovator US Equity Buffer ETF September in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 22 reducing their positions, and 14 closing their positions.

Holders
65
Holders Change
-9
Holders Change %
-12.16%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
14
Reduced
22
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$3.55M
2
PCM
2
Penserra Capital Management
California
$1.27M
3
BPA
3
Beacon Pointe Advisors
California
$685K
4
PPW
4
Pinnacle Private Wealth
Massachusetts
$1.15M
5
NCM
5
NCM Capital Management
New Jersey
$1.74M

Top Sellers

1
AIA
1
Acute Investment Advisory
Arizona
$0
2
ST
2
Sageworth Trust
Pennsylvania
$0
3
RC
3
Rovin Capital
Arizona
$0
4
BMM
4
Berkshire Money Management
Massachusetts
$11.1M
5
RTS
5
Round Table Services
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$11.1M 377,874 -112,045 -23%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.88M 234,872 -17,613 -7%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$5.6M 191,155 -8,474 -4%
OMC
4
Old Mission Capital
Illinois
$3.55M 121,315 +121,315 New
DI
5
Diligent Investors
California
$2.84M 96,990 – –
SPC
6
Sigma Planning Corp
Michigan
$2.39M 81,490 -1,195 -1%
CA
7
CoreCap Advisors
Michigan
$2.32M 79,244 – –
KAS
8
Kestra Advisory Services
Texas
$2.27M 77,416 -940 -1%
MAC
9
Mason & Associates (California)
California
$1.98M 67,719 +2,439 +4%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$1.96M 66,775 -698 -1%
NCM
11
NCM Capital Management
New Jersey
$1.74M 59,330 +12,280 +26%
CWM
12
Capital Wealth Management
Rhode Island
$1.54M 52,471 +1,614 +3%
DFA
13
DHJJ Financial Advisors
Illinois
$1.51M 51,545 – –
OWA
14
Outlook Wealth Advisors
Texas
$1.46M 49,954 -3,059 -6%
PCM
15
Penserra Capital Management
California
$1.27M 43,281 +24,105 +126%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.22M 41,722 -5,008 -11%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.22M 41,124 -10,442 -20%
SB
18
Strategic Blueprint
Georgia
$1.15M 39,146 -329 -0.8%
PPW
19
Pinnacle Private Wealth
Massachusetts
$1.15M 39,116 +21,259 +119%
MWM
20
Maltin Wealth Management
New Jersey
$1.14M 38,922 -17,143 -31%
LNC
21
Lincoln National Corp
Pennsylvania
$1.14M 38,880 +3,693 +10%
BWM
22
BCS Wealth Management
Tennessee
$989K 33,793 -173 -0.5%
BCM
23
Beck Capital Management
Texas
$904K 30,887 -5,339 -15%
MA
24
MAS Advisors
Florida
$803K 27,447 -9,872 -26%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$797K 27,241 -600 -2%
1
2 3 4