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Innovator International Developed Power Buffer ETF September

23 hedge funds and large institutions have $35.5M invested in Innovator International Developed Power Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

8% more capital invested

Capital invested by funds: $33M → $35.5M (+$2.53M)

5% more funds holding

Funds holding: 2223 (+1)

0.38% more ownership

Funds ownership: 70.88%71.25% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
3
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
1
Ferguson Shapiro
Georgia
$21.8M -$1.13M -42,646 -5%
IWM
2
IHT Wealth Management
Illinois
$2.19M -$24.7K -936 -1%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.6M +$139K +5,262 +10%
KWM
4
KFG Wealth Management
Indiana
$1.58M
RJA
5
Raymond James & Associates
Florida
$1.45M +$1.41M +53,310 New
MOS
6
MGO One Seven
Ohio
$1.11M
SPIA
7
Steward Partners Investment Advisory
New York
$1.08M -$28.4K -1,078 -3%
Citadel Advisors
8
Citadel Advisors
Florida
$562K +$138K +5,213 +34%
SCA
9
Snowden Capital Advisors
New York
$551K
CA
10
Corrado Advisors
New Jersey
$525K -$25.3K -958 -5%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$515K +$98.8K +3,744 +25%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$436K +$422K +16,001 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$409K -$64.9K -2,459 -14%
CFP
14
Cypress Financial Planning
New Jersey
$298K -$12.3K -466 -4%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$269K +$34.2K +1,295 +15%
SPWM
16
Straight Path Wealth Management
Michigan
$261K
CPA
17
Clear Point Advisors
New York
$255K
DI
18
Diligent Investors
California
$253K
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$211K +$205K +7,763 New
CIAS
20
Capital Investment Advisory Services
North Carolina
$87.1K
NS
21
NBC Securities
Alabama
$54K
AF
22
Advisornet Financial
Minnesota
$27K
CAL
23
Capital Analysts LLC
Pennsylvania
$25K
Osaic Holdings
24
Osaic Holdings
Arizona
-$31.6K -1,209 Closed
UBS Group
25
UBS Group
Switzerland
-$13.6K -520 Closed

ISEP Hedge Fund Activity: Q1 2024 in Review

23 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF September (ISEP) for Q1 2024, worth a combined $35.5M — up 7.7% from $33M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new ISEP positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $1.41M. The largest seller was Ferguson Shapiro, cutting an estimated $1.13M.

  • 23 institutional investors held Innovator International Developed Power Buffer ETF September (ISEP) as of Q1 2024, up from 22 in Q4 2023.
  • Funds reported $35.5M of Innovator International Developed Power Buffer ETF September stock for Q1 2024, up 7.7% quarter-over-quarter.
  • 3 funds opened new Innovator International Developed Power Buffer ETF September positions in Q1 2024 and 2 closed out, a net change of +1 holder.
  • The largest Innovator International Developed Power Buffer ETF September buyer in Q1 2024 was Raymond James & Associates, an estimated $1.41M added.
  • The largest Innovator International Developed Power Buffer ETF September seller in Q1 2024 was Ferguson Shapiro, an estimated $1.13M sold.

Based on aggregated 13F filings for Q1 2024.