We are live on ! Find out more
ISEP icon

Innovator International Developed Power Buffer ETF September

40 hedge funds and large institutions have $40.7M invested in Innovator International Developed Power Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 10 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 6

60% more funds holding

Funds holding: 2540 (+15)

31% more capital invested

Capital invested by funds: $31.1M → $40.7M (+$9.56M)

2.34% more ownership

Funds ownership: 72.41%74.75% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
40
Holders Change
+15
Holders Change %
+60%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
10
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FS
1
Ferguson Shapiro
Georgia
$10.9M -$10.6M -379,969 -50%
RJA
2
Raymond James & Associates
Florida
$7.48M +$5.73M +204,852 +384%
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$5.08M +$4.91M +175,447 New
KWM
4
KFG Wealth Management
Indiana
$1.68M
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.45M +$1.03M +36,699 +274%
FFA
6
Fragasso Financial Advisors
Pennsylvania
$1.38M +$1.34M +47,727 New
CA
7
Corrado Advisors
New Jersey
$1.17M +$607K +21,688 +117%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.09M +$1.05M +37,452 New
KAS
9
Kestra Advisory Services
Texas
$843K +$815K +29,100 New
BFWM
10
Bright Futures Wealth Management
New York
$739K +$736K +26,299 New
MOS
11
MGO One Seven
Ohio
$733K -$168K -6,000 -19%
LF
12
Lantz Financial
Illinois
$647K +$625K +22,325 New
W
13
WPWealth
Texas
$605K +$585K +20,886 New
SCA
14
Snowden Capital Advisors
New York
$586K
BFG
15
Berger Financial Group
Minnesota
$555K +$536K +19,137 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$495K +$261K +9,325 +120%
HighTower Advisors
17
HighTower Advisors
Illinois
$446K +$431K +15,387 New
WFAG
18
Worth Financial Advisory Group
North Carolina
$418K +$404K +14,440 New
CPP
19
Capasso Planning Partners
South Carolina
$398K -$269K -9,597 -41%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$397K +$135K +4,811 +54%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$391K -$5.66K -202 -1%
CFP
22
Cypress Financial Planning
New Jersey
$368K +$51.4K +1,835 +17%
DI
23
Diligent Investors
California
$366K +$93.8K +3,350 +36%
PCS
24
Personal CFO Solutions
New Jersey
$306K +$295K +10,555 New
SPWM
25
Straight Path Wealth Management
Michigan
$278K

ISEP Hedge Fund Activity: Q3 2024 in Review

40 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF September (ISEP) for Q3 2024, worth a combined $40.7M — up 31% from $31.1M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ISEP positions and 3 closed out — a net gain of 15 holders — while 10 added to existing stakes and 6 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.73M. The largest seller was Ferguson Shapiro, cutting an estimated $10.6M.

  • 40 institutional investors held Innovator International Developed Power Buffer ETF September (ISEP) as of Q3 2024, up from 25 in Q2 2024.
  • Funds reported $40.7M of Innovator International Developed Power Buffer ETF September stock for Q3 2024, up 31% quarter-over-quarter.
  • 18 funds opened new Innovator International Developed Power Buffer ETF September positions in Q3 2024 and 3 closed out, a net change of +15 holders.
  • The largest Innovator International Developed Power Buffer ETF September buyer in Q3 2024 was Raymond James & Associates, an estimated $5.73M added.
  • The largest Innovator International Developed Power Buffer ETF September seller in Q3 2024 was Ferguson Shapiro, an estimated $10.6M sold.

Based on aggregated 13F filings for Q3 2024.