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Innovator Buffer Step-Up Strategy ETF

31 hedge funds and large institutions have $31.7M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

31% more capital invested

Capital invested by funds: $24.3M → $31.7M (+$7.42M)

11% more funds holding

Funds holding: 2831 (+3)

7.14% more ownership

Funds ownership: 51.81%58.95% (+7.1%)

Holders
31
Holders Change
+3
Holders Change %
+10.71%
% of All Funds
0.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$7.25M +$316K +10,792 +5%
SS
2
Sunbelt Securities
Texas
$5.48M +$4.67M +159,149 +722%
CA
3
Cambridge Advisors
Nebraska
$2.86M -$16.7K -569 -0.6%
DBRC
4
D.B. Root & Company
Pennsylvania
$2.42M +$758K +25,842 +48%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.42M +$150K +5,101 +7%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$1.64M
NFG
7
Nations Financial Group
Iowa
$1.38M +$75.1K +2,560 +6%
CIAS
8
Capital Investment Advisory Services
North Carolina
$1.36M +$645 +22 +0%
CTFG
9
Capstone Triton Financial Group
Oklahoma
$1.03M -$42.7K -1,455 -4%
KF
10
Krilogy Financial
Missouri
$793K -$38.1K -1,300 -5%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$771K +$264K +8,997 +55%
PS
12
Principal Securities
Iowa
$626K +$204K +6,951 +51%
Osaic Holdings
13
Osaic Holdings
Arizona
$475K +$358K +12,214 +350%
CAPTRUST Financial Advisors
14
CAPTRUST Financial Advisors
North Carolina
$424K
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$370K -$6.45K -220 -2%
BFC
16
Bedel Financial Consulting
Indiana
$359K -$108K -3,674 -24%
Thrivent Financial for Lutherans
17
Thrivent Financial for Lutherans
Minnesota
$317K -$1.35K -46 -0.4%
Citadel Advisors
18
Citadel Advisors
Florida
$286K +$277K +9,452 New
FIM
19
Freedom Investment Management
Connecticut
$282K +$26.4K +901 +11%
CAN
20
Cetera Advisor Networks
California
$244K +$27.8K +949 +13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$244K +$236K +8,052 New
FA
22
FSA Advisors
Michigan
$230K +$3.43K +117 +2%
HighTower Advisors
23
HighTower Advisors
Illinois
$214K +$206K +7,041 New
ACA
24
Aptus Capital Advisors
Alabama
$147K +$143K +4,875 New
JP Morgan Chase
25
JP Morgan Chase
New York
$69.1K +$21.1K +720 +46%

BSTP Hedge Fund Activity: Q1 2024 in Review

31 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q1 2024, worth a combined $31.7M — up 31% from $24.3M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BSTP positions and 4 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Sunbelt Securities, adding an estimated $4.67M. The largest seller was Old Mission Capital, exiting entirely with an estimated $1.11M sold.

  • 31 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q1 2024, up from 28 in Q4 2023.
  • Funds reported $31.7M of Innovator Buffer Step-Up Strategy ETF stock for Q1 2024, up 31% quarter-over-quarter.
  • 7 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q1 2024 and 4 closed out, a net change of +3 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q1 2024 was Sunbelt Securities, an estimated $4.67M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q1 2024 was Old Mission Capital, an estimated $1.11M sold.

Based on aggregated 13F filings for Q1 2024.