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Innovator Buffer Step-Up Strategy ETF

30 hedge funds and large institutions have $39.9M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 4

8% more capital invested

Capital invested by funds: $36.8M → $39.9M (+$3.12M)

1.64% more ownership

Funds ownership: 61.5%63.14% (+1.6%)

0% more funds holding

Funds holding: 3030 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
30
Holders Change
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
14
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$7.89M +$460K +14,491 +6%
SS
2
Sunbelt Securities
Texas
$6.47M -$92.7K -2,919 -1%
DBRC
3
D.B. Root & Company
Pennsylvania
$5.51M +$948K +29,855 +22%
CA
4
Cambridge Advisors
Nebraska
$3.02M +$56.4K +1,777 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.64M +$110K +3,476 +5%
VBFP
6
Valtinson Bruner Financial Planning
Minnesota
$1.76M -$8.23K -259 -0.5%
LPL Financial
7
LPL Financial
California
$1.72M +$1.67M +52,527 New
NFG
8
Nations Financial Group
Iowa
$1.55M +$73.6K +2,319 +5%
CIAS
9
Capital Investment Advisory Services
North Carolina
$1.44M
CTFG
10
Capstone Triton Financial Group
Oklahoma
$1.14M +$111K +3,494 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$901K +$191 +6 +0%
FIM
12
Freedom Investment Management
Connecticut
$853K +$198K +6,220 +31%
PS
13
Principal Securities
Iowa
$759K +$4.48K +141 +0.6%
KF
14
Krilogy Financial
Missouri
$718K -$136K -4,275 -16%
ZIMP
15
Zimmermann Investment Management & Planning
Pennsylvania
$546K +$126K +3,971 +31%
HighTower Advisors
16
HighTower Advisors
Illinois
$507K +$40K +1,259 +9%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$459K
BFC
18
Bedel Financial Consulting
Indiana
$441K +$66.3K +2,089 +18%
DWM
19
Diversify Wealth Management
Utah
$307K +$298K +9,369 New
Osaic Holdings
20
Osaic Holdings
Arizona
$275K -$1.73M -54,414 -87%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$267K +$3.81K +120 +1%
FA
22
FSA Advisors
Michigan
$260K +$20.6K +648 +9%
Barclays
23
Barclays
United Kingdom
$177K +$172K +5,404 New
ACA
24
Aptus Capital Advisors
Alabama
$133K
JP Morgan Chase
25
JP Morgan Chase
New York
$74.7K

BSTP Hedge Fund Activity: Q3 2024 in Review

30 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q3 2024, worth a combined $39.9M — up 8.5% from $36.8M a quarter earlier.

Fund positioning in BSTP was balanced in Q3 2024: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 4 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $1.67M. The largest seller was Osaic Holdings, cutting an estimated $1.73M.

  • 30 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $39.9M of Innovator Buffer Step-Up Strategy ETF stock for Q3 2024, up 8.5% quarter-over-quarter.
  • 3 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q3 2024 and 3 closed out, a net change of 0 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q3 2024 was LPL Financial, an estimated $1.67M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q3 2024 was Osaic Holdings, an estimated $1.73M sold.

Based on aggregated 13F filings for Q3 2024.