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Innovator Buffer Step-Up Strategy ETF

20 hedge funds and large institutions have $10.2M invested in Innovator Buffer Step-Up Strategy ETF in 2023 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

5% more funds holding

Funds holding: 1920 (+1)

3.7% more ownership

Funds ownership: 34.9%38.6% (+3.7%)

2% less capital invested

Capital invested by funds: $10.4M → $10.2M (-$197K)

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
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
$1.98M +$2.73K +110 +0.1%
AC
2
Avestar Capital
New York
$1.66M +$188K +7,580 +13%
CTFG
3
Capstone Triton Financial Group
Oklahoma
$1.63M +$89.7K +3,608 +6%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.38M -$22.6K -909 -2%
NFG
5
Nations Financial Group
Iowa
$789K +$268K +10,780 +53%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$547K +$55.7K +2,240 +12%
Citadel Advisors
7
Citadel Advisors
Florida
$485K +$79.7K +3,207 +20%
BFC
8
Bedel Financial Consulting
Indiana
$446K -$38.8K -1,560 -8%
CCWA
9
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$406K
FIM
10
Freedom Investment Management
Connecticut
$255K -$3.63K -146 -1%
HighTower Advisors
11
HighTower Advisors
Illinois
$236K +$231K +9,295 New
AWA
12
Arkadios Wealth Advisors
Georgia
$201K -$39.8K -1,600 -17%
SS
13
Sunbelt Securities
Texas
$87.1K +$86.2K +3,465 New
Osaic Holdings
14
Osaic Holdings
Arizona
$48.2K -$41.8K -1,682 -47%
IA
15
IFP Advisors
Florida
$12.7K +$12.4K +500 New
SPIA
16
Steward Partners Investment Advisory
New York
$3.83K +$3.75K +151 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.59K +$358K +14,378 +30%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.14K
UBS Group
19
UBS Group
Switzerland
$889 -$14.5K -582 -94%
BAM
20
Belpointe Asset Management
Nevada
$127
OMC
21
Old Mission Capital
Illinois
-$327K -13,568 Closed
MCC
22
Money Concepts Capital
Florida
-$33K -1,370 Closed
FGAM
23
Financial Gravity Asset Management
Texas
-$5.94K -24 Closed

BSTP Hedge Fund Activity: Q1 2023 in Review

20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q1 2023, worth a combined $10.2M — down 1.9% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSTP positions and 3 closed out — a net gain of 1 holder — while 7 added to existing stakes and 6 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $358K. The largest seller was Old Mission Capital, exiting entirely with an estimated $327K sold.

  • 20 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $10.2M of Innovator Buffer Step-Up Strategy ETF stock for Q1 2023, down 1.9% quarter-over-quarter.
  • 4 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q1 2023 and 3 closed out, a net change of +1 holder.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q1 2023 was Commonwealth Equity Services, an estimated $358K added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q1 2023 was Old Mission Capital, an estimated $327K sold.

Based on aggregated 13F filings for Q1 2023.