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Innovator Buffer Step-Up Strategy ETF

23 hedge funds and large institutions have $14.1M invested in Innovator Buffer Step-Up Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 2

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

28% more funds holding

Funds holding: 1823 (+5)

8% more capital invested

Capital invested by funds: $13.1M → $14.1M (+$1.03M)

1.19% more ownership

Funds ownership: 33.28%34.46% (+1.2%)

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
4
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1
Cambridge Advisors
Nebraska
$2.29M +$185K +6,812 +9%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$1.89M +$230K +8,490 +13%
CTFG
3
Capstone Triton Financial Group
Oklahoma
$1.7M +$8.01K +295 +0.5%
DBRC
4
D.B. Root & Company
Pennsylvania
$1.44M +$1.26M +46,595 +586%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$1.43M
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.15M +$1.19M +43,683 New
NFG
7
Nations Financial Group
Iowa
$1.07M +$42.8K +1,575 +4%
KF
8
Krilogy Financial
Missouri
$726K
BFC
9
Bedel Financial Consulting
Indiana
$443K -$86.3K -3,179 -16%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$325K +$334K +12,299 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$313K -$305K -11,229 -49%
ZIMP
12
Zimmermann Investment Management & Planning
Pennsylvania
$296K +$45.5K +1,677 +18%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$294K -$11.9K -437 -4%
CAN
14
Cetera Advisor Networks
California
$231K +$238K +8,754 New
FIM
15
Freedom Investment Management
Connecticut
$205K -$52.2K -1,922 -20%
SS
16
Sunbelt Securities
Texas
$134K +$12.8K +470 +10%
Osaic Holdings
17
Osaic Holdings
Arizona
$61.8K +$12K +443 +23%
JP Morgan Chase
18
JP Morgan Chase
New York
$46.3K +$47.6K +1,752 New
IA
19
IFP Advisors
Florida
$26.4K
SPIA
20
Steward Partners Investment Advisory
New York
$11.6K +$11.9K +439 New
UBS Group
21
UBS Group
Switzerland
$9.24K +$9.5K +350 New
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.19K
DFA
23
DHJJ Financial Advisors
Illinois
$265 +$271 +10 New
AC
24
Avestar Capital
New York
-$1.77M -65,191 Closed
FGAM
25
Financial Gravity Asset Management
Texas
-$7.37K -27 Closed

BSTP Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q3 2023, worth a combined $14.1M — up 7.9% from $13.1M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSTP positions and 2 closed out — a net gain of 5 holders — while 8 added to existing stakes and 4 trimmed.

The largest buyer was D.B. Root & Company, adding an estimated $1.26M. The largest seller was Avestar Capital, exiting entirely with an estimated $1.77M sold.

  • 23 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q3 2023, up from 18 in Q2 2023.
  • Funds reported $14.1M of Innovator Buffer Step-Up Strategy ETF stock for Q3 2023, up 7.9% quarter-over-quarter.
  • 7 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q3 2023 and 2 closed out, a net change of +5 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q3 2023 was D.B. Root & Company, an estimated $1.26M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q3 2023 was Avestar Capital, an estimated $1.77M sold.

Based on aggregated 13F filings for Q3 2023.