BSEP icon

Innovator US Equity Buffer ETF September
BSEP

Overview Fund Activity

97 hedge funds and large institutions have $116M invested in Innovator US Equity Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-10
Holders Change %
-9.35%
% of All Funds
1.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
15
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$3.17M
2
PCM
Penserra Capital Management
California
+$2.54M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$856K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$712K
5
HighTower Advisors
HighTower Advisors
Illinois
+$544K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$19.6M
2
SPIA
Steward Partners Investment Advisory
New York
-$4.47M
3
RPSA
Richard P. Slaughter Associates
Texas
-$2.99M
4
DI
Diligent Investors
California
-$1.53M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
1
Penserra Capital Management
California
$17.3M +$2.54M +60,879 +17%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$12.8M +$856K +20,498 +7%
Osaic Holdings
3
Osaic Holdings
Arizona
$11.3M +$3.17M +75,898 +39%
Cerity Partners
4
Cerity Partners
New York
$6.43M -$293K -7,004 -4%
KAS
5
Kestra Advisory Services
Texas
$3.28M +$185K +4,436 +6%
RPSA
6
Richard P. Slaughter Associates
Texas
$3.26M -$2.99M -71,593 -48%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.13M +$419K +10,041 +15%
Raymond James Financial
8
Raymond James Financial
Florida
$3.03M -$144K -3,442 -5%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.77M +$544K +13,027 +24%
LF
10
Lantz Financial
Illinois
$2.6M -$61.2K -1,465 -2%
DI
11
Diligent Investors
California
$2.42M -$1.53M -36,566 -39%
CIA
12
Concurrent Investment Advisors
Florida
$2.18M +$6.48K +155 +0.3%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.94M -$191K -4,582 -9%
ST
14
Sageworth Trust
Pennsylvania
$1.89M – – –
LPL Financial
15
LPL Financial
California
$1.71M +$206K +4,935 +14%
WP
16
WealthPLAN Partners
Nebraska
$1.61M -$73.2K -1,753 -4%
DFA
17
DHJJ Financial Advisors
Illinois
$1.51M -$40.7K -975 -3%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.46M – – –
FA
19
FSA Advisors
Michigan
$1.39M -$32.7K -783 -2%
SCA
20
Snowden Capital Advisors
New York
$1.34M – – –
TFS
21
Thoroughbred Financial Services
Tennessee
$1.19M – – –
SB
22
Strategic Blueprint
Georgia
$1.1M -$21.1K -504 -2%
MWM
23
Maltin Wealth Management
New Jersey
$1.1M – – –
MML Investors Services
24
MML Investors Services
Massachusetts
$1.02M -$48.4K -1,159 -5%
IIA
25
Integral Investment Advisors
California
$1.02M – – –
1
2 3 4 5