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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

81 hedge funds and large institutions have $135M invested in Innovator US Equity Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 33 reducing their positions, and 13 closing their positions.

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.28%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
13
Reduced
33
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BAM
1
Belpointe Asset Management
Nevada
$1.75M
2
USCWA
2
U.S. Capital Wealth Advisors
Texas
$793K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$779K
4
SCA
4
Snowden Capital Advisors
New York
$461K
5
CA
5
CoreCap Advisors
Michigan
$420K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$4.26M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$8.69M
3
LSA
3
Lion Street Advisors
Texas
$0
4
Jane Street
4
Jane Street
New York
$0
5
Cerity Partners
5
Cerity Partners
New York
$1.4M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
1
Sageworth Trust
Pennsylvania
$26.7M 776,400 – –
BMM
2
Berkshire Money Management
Massachusetts
$16.8M 486,592 -2,082 -0.4%
LF
3
Lantz Financial
Illinois
$10.6M 307,492 -4,789 -2%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.9M 258,363 -3,380 -1%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$8.69M 252,089 -17,860 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.26M 123,651 -23,029 -16%
PCM
7
Penserra Capital Management
California
$3.38M 98,203 +7,045 +8%
DI
8
Diligent Investors
California
$3.26M 94,490 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.98M 86,555 +2,967 +4%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$2.74M 79,593 -813 -1%
KAS
11
Kestra Advisory Services
Texas
$2.59M 75,242 – –
MML Investors Services
12
MML Investors Services
Massachusetts
$2.29M 66,559 +6,760 +11%
LNC
13
Lincoln National Corp
Pennsylvania
$1.91M 55,316 +1,625 +3%
OWA
14
Outlook Wealth Advisors
Texas
$1.78M 51,787 -983 -2%
BAM
15
Belpointe Asset Management
Nevada
$1.75M 50,851 +47,064 +1,243%
CA
16
Cetera Advisors
Colorado
$1.7M 49,345 -965 -2%
DFA
17
DHJJ Financial Advisors
Illinois
$1.68M 48,811 -290 -0.6%
CWM
18
Capital Wealth Management
Rhode Island
$1.65M 47,890 +1,960 +4%
WP
19
WealthPLAN Partners
Nebraska
$1.58M 45,768 +300 +0.7%
DIM
20
Delta Investment Management
California
$1.56M 45,364 -205 -0.4%
SB
21
Strategic Blueprint
Georgia
$1.51M 43,781 -1,420 -3%
Cerity Partners
22
Cerity Partners
New York
$1.4M 40,502 -13,923 -26%
MWM
23
Maltin Wealth Management
New Jersey
$1.34M 38,922 – –
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.15M 33,323 -3 -0%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.11M 32,262 -800 -2%
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