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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $125M invested in Innovator US Equity Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 47 reducing their positions, and 6 closing their positions.

Holders
97
Holders Change
+3
Holders Change %
+3.19%
% of All Funds
1.41%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
9
Increased
11
Reduced
47
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$8.9M
2
AGA
2
Accuvest Global Advisors
Utah
$2.41M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.24M
4
Jane Street
4
Jane Street
New York
$1.4M
5
LPL Financial
5
LPL Financial
California
$1.59M

Top Sellers

1
BMM
1
Berkshire Money Management
Massachusetts
$1.51M
2
BCM
2
Brookstone Capital Management
Illinois
$535K
3
SPIA
3
Steward Partners Investment Advisory
New York
$201K
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$875K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.41M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$12.3M 313,146 -8,313 -3%
LF
2
Lantz Financial
Illinois
$11.9M 302,025 -6,609 -2%
PCM
3
Penserra Capital Management
California
$8.9M 226,670 +61,386 +37%
VFPW
4
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.8M 173,066 -7,490 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$5.41M 137,773 -20,799 -13%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$4.36M 111,073 -2,294 -2%
DI
7
Diligent Investors
California
$3.71M 94,490 – –
CAM
8
Cresset Asset Management
Illinois
$3.47M 88,451 -1 -0%
KAS
9
Kestra Advisory Services
Texas
$2.61M 66,524 +12,206 +22%
AGA
10
Accuvest Global Advisors
Utah
$2.41M 61,351 +61,351 New
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$2.24M 57,081 +49,139 +619%
NA
12
NewEdge Advisors
Louisiana
$2.14M 54,487 -125 -0.2%
LNC
13
Lincoln National Corp
Pennsylvania
$2M 50,873 -364 -0.7%
OWA
14
Outlook Wealth Advisors
Texas
$1.94M 49,317 -365 -0.7%
ST
15
Sageworth Trust
Pennsylvania
$1.93M 49,050 -16,350 -25%
WP
16
WealthPLAN Partners
Nebraska
$1.89M 48,211 -339 -0.7%
CA
17
Cetera Advisors
Colorado
$1.81M 46,168 -9,522 -17%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.81M 46,076 -301 -0.6%
CWM
19
Capital Wealth Management
Rhode Island
$1.78M 45,303 -622 -1%
DFA
20
DHJJ Financial Advisors
Illinois
$1.71M 43,526 -805 -2%
Cerity Partners
21
Cerity Partners
New York
$1.68M 42,799 +350 +0.8%
HighTower Advisors
22
HighTower Advisors
Illinois
$1.66M 42,134 -7,631 -15%
LPL Financial
23
LPL Financial
California
$1.59M 40,494 +26,330 +186%
BMM
24
Berkshire Money Management
Massachusetts
$1.51M 38,504 -429,853 -92%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$1.44M 36,538 -911 -2%
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