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Innovator Buffer Step-Up Strategy ETF

28 hedge funds and large institutions have $24.3M invested in Innovator Buffer Step-Up Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 1

72% more capital invested

Capital invested by funds: $14.1M → $24.3M (+$10.2M)

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

22% more funds holding

Funds holding: 2328 (+5)

17.35% more ownership

Funds ownership: 34.46%51.81% (+17%)

Holders
28
Holders Change
+5
Holders Change %
+21.74%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
10
Reduced
8
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$6.51M +$6.21M +228,731 New
CA
2
Cambridge Advisors
Nebraska
$2.7M +$227K +8,369 +10%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.13M +$83K +3,058 +4%
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.54M -$1.6K -59 -0.1%
DBRC
5
D.B. Root & Company
Pennsylvania
$1.54M -$14.6K -537 -1%
CIAS
6
Capital Investment Advisory Services
North Carolina
$1.28M +$34K +1,252 +3%
NFG
7
Nations Financial Group
Iowa
$1.23M +$69.8K +2,570 +6%
OMC
8
Old Mission Capital
Illinois
$1.11M +$1.06M +38,982 New
CTFG
9
Capstone Triton Financial Group
Oklahoma
$1.01M -$790K -29,095 -45%
KF
10
Krilogy Financial
Missouri
$783K
SS
11
Sunbelt Securities
Texas
$628K +$461K +16,965 +333%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$469K +$114K +4,198 +34%
GS
13
GTS Securities
New York
$466K +$444K +16,359 New
BFC
14
Bedel Financial Consulting
Indiana
$442K -$33.1K -1,218 -7%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$399K +$381K +14,015 New
PS
16
Principal Securities
Iowa
$391K +$373K +13,741 New
ZIMP
17
Zimmermann Investment Management & Planning
Pennsylvania
$354K +$33.5K +1,235 +11%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$300K -$15.4K -568 -5%
FIM
19
Freedom Investment Management
Connecticut
$239K +$17.5K +643 +8%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$218K -$115K -4,217 -36%
FA
21
FSA Advisors
Michigan
$213K +$203K +7,490 New
CAN
22
Cetera Advisor Networks
California
$202K -$44.8K -1,651 -19%
Osaic Holdings
23
Osaic Holdings
Arizona
$99.4K +$31.3K +1,153 +49%
JP Morgan Chase
24
JP Morgan Chase
New York
$44.5K -$5.11K -188 -11%
UBS Group
25
UBS Group
Switzerland
$22.7K +$12.2K +449 +128%

BSTP Hedge Fund Activity: Q4 2023 in Review

28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q4 2023, worth a combined $24.3M — up 72% from $14.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BSTP positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $6.21M. The largest seller was Capstone Triton Financial Group, cutting an estimated $790K.

  • 28 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q4 2023, up from 23 in Q3 2023.
  • Funds reported $24.3M of Innovator Buffer Step-Up Strategy ETF stock for Q4 2023, up 72% quarter-over-quarter.
  • 6 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q4 2023 and 1 closed out, a net change of +5 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q4 2023 was Brookstone Capital Management, an estimated $6.21M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q4 2023 was Capstone Triton Financial Group, an estimated $790K sold.

Based on aggregated 13F filings for Q4 2023.