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Innovator Buffer Step-Up Strategy ETF

19 hedge funds and large institutions have $10.4M invested in Innovator Buffer Step-Up Strategy ETF in 2022 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

27% more funds holding

Funds holding: 1519 (+4)

2% more capital invested

Capital invested by funds: $10.2M → $10.4M (+$214K)

2.9% less ownership

Funds ownership: 37.81%34.9% (-2.9%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
19
Holders Change
+4
Holders Change %
+26.67%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
4
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cambridge Advisors
Nebraska
$1.88M -$12.2K -508 -0.6%
CTFG
2
Capstone Triton Financial Group
Oklahoma
$1.46M -$107K -4,454 -7%
AC
3
Avestar Capital
New York
$1.39M +$101K +4,197 +8%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.36M -$12.5K -522 -0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.16M +$21.5K +894 +2%
NFG
6
Nations Financial Group
Iowa
$489K +$270K +11,220 +124%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$464K +$463K +19,277 New
BFC
8
Bedel Financial Consulting
Indiana
$461K -$72.7K -3,026 -14%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$385K
Citadel Advisors
10
Citadel Advisors
Florida
$382K +$381K +15,871 New
OMC
11
Old Mission Capital
Illinois
$327K +$326K +13,568 New
FIM
12
Freedom Investment Management
Connecticut
$245K +$244K +10,176 New
AWA
13
Arkadios Wealth Advisors
Georgia
$229K -$38.7K -1,610 -14%
Osaic Holdings
14
Osaic Holdings
Arizona
$86K +$43.8K +1,821 +104%
MCC
15
Money Concepts Capital
Florida
$33K +$32.9K +1,370 New
UBS Group
16
UBS Group
Switzerland
$14.9K -$9.18K -382 -38%
FGAM
17
Financial Gravity Asset Management
Texas
$5.94K +$577 +24 New
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.08K
BAM
19
Belpointe Asset Management
Nevada
$120 +$120 +5 New
Truist Financial
20
Truist Financial
North Carolina
-$868K -38,214 Closed
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
-$832K -36,631 Closed
Wolverine Trading
22
Wolverine Trading
Illinois
-$227K -9,873 Closed

BSTP Hedge Fund Activity: Q4 2022 in Review

19 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q4 2022, worth a combined $10.4M — up 2.1% from $10.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSTP positions and 3 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $463K. The largest seller was Truist Financial, exiting entirely with an estimated $868K sold.

  • 19 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $10.4M of Innovator Buffer Step-Up Strategy ETF stock for Q4 2022, up 2.1% quarter-over-quarter.
  • 7 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q4 2022 and 3 closed out, a net change of +4 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q4 2022 was Susquehanna International Group, an estimated $463K added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q4 2022 was Truist Financial, an estimated $868K sold.

Based on aggregated 13F filings for Q4 2022.