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Innovator International Developed Power Buffer ETF September
ISEP

Overview Fund Activity

22 hedge funds and large institutions have $33M invested in Innovator International Developed Power Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and closing their positions.

Holders
22
Holders Change
+12
Holders Change %
+120%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
12
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
1
IHT Wealth Management
Illinois
$2.12M
2
KWM
2
KFG Wealth Management
Indiana
$1.51M
3
MOS
3
MGO One Seven
Ohio
$1.06M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$456K
5
Citadel Advisors
5
Citadel Advisors
Florida
$403K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$396K
2
SPIA
2
Steward Partners Investment Advisory
New York
$1.06M
3
CA
3
Corrado Advisors
New Jersey
$529K
Name Market Value Shares Shares
Change 		Shares
Change %
FS
1
Ferguson Shapiro
Georgia
$22M 842,216 +4,808 +0.6%
IWM
2
IHT Wealth Management
Illinois
$2.12M 81,205 +81,205 New
KWM
3
KFG Wealth Management
Indiana
$1.51M 57,928 +57,928 New
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.4M 53,564 +7,642 +17%
MOS
5
MGO One Seven
Ohio
$1.06M 40,605 +40,605 New
SPIA
6
Steward Partners Investment Advisory
New York
$1.06M 40,601 -2,258 -5%
CA
7
Corrado Advisors
New Jersey
$529K 20,222 -1,289 -6%
SCA
8
Snowden Capital Advisors
New York
$529K 20,218 +188 +0.9%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$456K 17,463 +17,463 New
Citadel Advisors
10
Citadel Advisors
Florida
$403K 15,420 +15,420 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$396K 15,167 -7,246 -32%
CFP
12
Cypress Financial Planning
New Jersey
$295K 11,406 +217 +2%
SPWM
13
Straight Path Wealth Management
Michigan
$250K 9,580 +9,580 New
CPA
14
Clear Point Advisors
New York
$245K 9,359 +9,359 New
DI
15
Diligent Investors
California
$243K 9,295 +1,000 +12%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$225K 8,592 +8,592 New
CIAS
17
Capital Investment Advisory Services
North Carolina
$83.6K 3,200 +3,200 New
NS
18
NBC Securities
Alabama
$51K 1,984 +1,984 New
Osaic Holdings
19
Osaic Holdings
Arizona
$31.6K 1,209 – –
AF
20
Advisornet Financial
Minnesota
$26K 993 +993 New
CAL
21
Capital Analysts LLC
Pennsylvania
$24K 900 – –
UBS Group
22
UBS Group
Switzerland
$13.6K 520 +520 New
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –