Innovator Buffer Step-Up Strategy ETF
BSTP
30 hedge funds and large institutions have $39.9M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.
250% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 4
8% more capital invested
Capital invested by funds: $36.8M → $39.9M (+$3.12M)
1.64% more ownership
Funds ownership: 61.5% → 63.14% (+1.6%)
0% more funds holding
Funds holding: 30 → 30 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$1.67M |
| 2 |
DBRC
D.B. Root & Company
Pittsburgh,
Pennsylvania
|
+$948K |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$460K |
| 4 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$298K |
| 5 |
FIM
Freedom Investment Management
Hartford,
Connecticut
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.73M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$327K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$309K |
| 4 |
CB
Chris Bulman
Roseville,
California
|
-$156K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$136K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TCG
26
Transcendent Capital Group
Edmond,
Oklahoma
| $45.5K | – | – | – |
|
|
SPIA
27
Steward Partners Investment Advisory
New York
| $14.4K | – | – | – |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.47K | – | – | – |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $328 | – | – | – |
|
|
CPA
30
Clear Point Advisors
Melville,
New York
| $327 | – | – | – |
|
|
31
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$327K | -10,425 | Closed |
|
|
OMC
32
Old Mission Capital
Chicago,
Illinois
| – | -$309K | -9,839 | Closed |
|
|
CB
33
Chris Bulman
Roseville,
California
| – | -$156K | -4,967 | Closed |
|
BSTP Hedge Fund Activity: Q3 2024 in Review
30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q3 2024, worth a combined $39.9M — up 8.5% from $36.8M a quarter earlier.
Fund positioning in BSTP was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 4 trimmed.
The largest buyer was LPL Financial, opening a new position worth an estimated $1.67M. The largest seller was Osaic Holdings, cutting an estimated $1.73M.
- 30 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q3 2024, unchanged from Q2 2024.
- Funds reported $39.9M of Innovator Buffer Step-Up Strategy ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
- 3 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
- The largest Innovator Buffer Step-Up Strategy ETF buyer in Q3 2024 was LPL Financial, an estimated $1.67M added.
- The largest Innovator Buffer Step-Up Strategy ETF seller in Q3 2024 was Osaic Holdings, an estimated $1.73M sold.
Based on aggregated 13F filings for Q3 2024.