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Innovator Buffer Step-Up Strategy ETF

39 hedge funds and large institutions have $45.8M invested in Innovator Buffer Step-Up Strategy ETF in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

30% more funds holding

Funds holding: 3039 (+9)

15% more capital invested

Capital invested by funds: $39.9M → $45.8M (+$5.89M)

4.66% more ownership

Funds ownership: 63.14%67.8% (+4.7%)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
5
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$7.98M -$28.4K -853 -0.4%
SS
2
Sunbelt Securities
Texas
$7.6M +$989K +29,737 +15%
DBRC
3
D.B. Root & Company
Pennsylvania
$5.87M +$279K +8,395 +5%
CA
4
Cambridge Advisors
Nebraska
$3.02M -$48.8K -1,469 -2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.57M -$110K -3,312 -4%
NFG
6
Nations Financial Group
Iowa
$1.73M +$160K +4,820 +10%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$1.67M -$113K -3,398 -6%
LPL Financial
8
LPL Financial
California
$1.48M -$262K -7,873 -15%
CIAS
9
Capital Investment Advisory Services
North Carolina
$1.46M -$3.62K -109 -0.2%
CTFG
10
Capstone Triton Financial Group
Oklahoma
$1.22M +$65.3K +1,964 +6%
VCWM
11
Vista Cima Wealth Management
Arizona
$1.11M +$1.11M +33,370 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.04M +$1.04M +31,293 New
OFP
13
OFC Financial Planning
New Jersey
$994K +$995K +29,926 New
HighTower Advisors
14
HighTower Advisors
Illinois
$810K +$297K +8,939 +58%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$807K -$108K -3,236 -12%
FIM
16
Freedom Investment Management
Connecticut
$800K -$66.5K -2,002 -8%
KF
17
Krilogy Financial
Missouri
$728K
PS
18
Principal Securities
Iowa
$683K -$87K -2,616 -11%
MFG
19
Merit Financial Group
Georgia
$564K +$564K +16,981 New
SEIA
20
Signature Estate & Investment Advisors
California
$537K +$538K +16,182 New
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$465K
BFC
22
Bedel Financial Consulting
Indiana
$443K -$15.9K -477 -4%
OMC
23
Old Mission Capital
Illinois
$327K +$327K +9,837 New
DWM
24
Diversify Wealth Management
Utah
$310K
Citadel Advisors
25
Citadel Advisors
Florida
$278K +$278K +8,376 New

BSTP Hedge Fund Activity: Q4 2024 in Review

39 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Buffer Step-Up Strategy ETF (BSTP) for Q4 2024, worth a combined $45.8M — up 15% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BSTP positions and 3 closed out — a net gain of 9 holders — while 5 added to existing stakes and 12 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $1.04M. The largest seller was Zimmermann Investment Management & Planning, exiting entirely with an estimated $546K sold.

  • 39 institutional investors held Innovator Buffer Step-Up Strategy ETF (BSTP) as of Q4 2024, up from 30 in Q3 2024.
  • Funds reported $45.8M of Innovator Buffer Step-Up Strategy ETF stock for Q4 2024, up 15% quarter-over-quarter.
  • 12 funds opened new Innovator Buffer Step-Up Strategy ETF positions in Q4 2024 and 3 closed out, a net change of +9 holders.
  • The largest Innovator Buffer Step-Up Strategy ETF buyer in Q4 2024 was Susquehanna International Group, an estimated $1.04M added.
  • The largest Innovator Buffer Step-Up Strategy ETF seller in Q4 2024 was Zimmermann Investment Management & Planning, an estimated $546K sold.

Based on aggregated 13F filings for Q4 2024.