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Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $155M invested in Innovator US Equity Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
42
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$16.8M
2
WIM
2
WealthPlan Investment Management
Nebraska
$7.61M
3
RPSA
3
Richard P. Slaughter Associates
Texas
$5.24M
4
Cerity Partners
4
Cerity Partners
New York
$6.92M
5
SPIA
5
Steward Partners Investment Advisory
New York
$4.99M

Top Sellers

1
SB
1
Strategic Blueprint
Georgia
$1.17M
2
NFG
2
Nations Financial Group
Iowa
$0
3
OMC
3
Old Mission Capital
Illinois
$0
4
SWA
4
Stratos Wealth Advisors
Ohio
$221K
5
BA
5
Bellwether Advisors
Nebraska
$522K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$16.8M 398,421 +387,385 +3,510%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.7M 325,920 +14,941 +5%
PCM
3
Penserra Capital Management
California
$13M 309,289 +64,042 +26%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.65M 205,256 +43,322 +27%
WIM
5
WealthPlan Investment Management
Nebraska
$7.61M 180,674 +180,674 New
Cerity Partners
6
Cerity Partners
New York
$6.92M 164,309 +123,077 +298%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$5.7M 135,351 +31,474 +30%
WP
8
WealthPLAN Partners
Nebraska
$5.47M 129,813 +90,869 +233%
RPSA
9
Richard P. Slaughter Associates
Texas
$5.24M 124,324 +124,324 New
SPIA
10
Steward Partners Investment Advisory
New York
$4.99M 118,535 +113,420 +2,217%
DI
11
Diligent Investors
California
$3.98M 94,490 – –
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$2.98M 70,643 +59,764 +549%
KAS
13
Kestra Advisory Services
Texas
$2.97M 70,624 +7,403 +12%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$2.77M 65,817 +11,345 +21%
LF
15
Lantz Financial
Illinois
$2.68M 63,611 +7,741 +14%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.54M 60,263 +36,754 +156%
HighTower Advisors
17
HighTower Advisors
Illinois
$2.25M 53,316 +11,182 +27%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$2.14M 50,880 +6,730 +15%
ST
19
Sageworth Trust
Pennsylvania
$1.91M 45,288 -3,760 -8%
SCA
20
Snowden Capital Advisors
New York
$1.66M 39,346 +5,413 +16%
LPL Financial
21
LPL Financial
California
$1.62M 38,381 +2,595 +7%
BMM
22
Berkshire Money Management
Massachusetts
$1.61M 38,154 +314 +0.8%
DFA
23
DHJJ Financial Advisors
Illinois
$1.56M 37,082 -1,181 -3%
Jane Street
24
Jane Street
New York
$1.53M 36,289 -1,539 -4%
BBPWM
25
Blue Bell Private Wealth Management
Pennsylvania
$1.5M 35,510 -289 -0.8%
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