Innovator U.S. Small Cap Power Buffer ETF - September
KSEP
25 hedge funds and large institutions have $9.6M invested in Innovator U.S. Small Cap Power Buffer ETF - September in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 6 increasing their positions, 3 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 3
32% more funds holding
Funds holding: 19 → 25 (+6)
10% more capital invested
Capital invested by funds: $8.71M → $9.6M (+$891K)
8.69% more ownership
Funds ownership: 48.79% → 57.49% (+8.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CNBT
Canandaigua National Bank & Trust
Canandaigua,
New York
|
+$1.72M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$369K |
| 3 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$288K |
| 4 |
BBPWM
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
|
+$231K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$198K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OLVIG
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
|
-$2M |
| 2 |
Jane Street
New York
|
-$689K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$367K |
| 4 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$289K |
| 5 |
CCG
Catalina Capital Group
Torrance,
California
|
-$283K |
KSEP Hedge Fund Activity: Q4 2024 in Review
25 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) for Q4 2024, worth a combined $9.6M — up 10% from $8.71M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KSEP positions and 4 closed out — a net gain of 6 holders — while 6 added to existing stakes and 3 trimmed.
The largest buyer was Canandaigua National Bank & Trust, opening a new position worth an estimated $1.72M. The largest seller was Oliver Lagore Vanvalin Investment Group, cutting an estimated $2M.
- 25 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - September (KSEP) as of Q4 2024, up from 19 in Q3 2024.
- Funds reported $9.6M of Innovator U.S. Small Cap Power Buffer ETF - September stock for Q4 2024, up 10% quarter-over-quarter.
- 10 funds opened new Innovator U.S. Small Cap Power Buffer ETF - September positions in Q4 2024 and 4 closed out, a net change of +6 holders.
- The largest Innovator U.S. Small Cap Power Buffer ETF - September buyer in Q4 2024 was Canandaigua National Bank & Trust, an estimated $1.72M added.
- The largest Innovator U.S. Small Cap Power Buffer ETF - September seller in Q4 2024 was Oliver Lagore Vanvalin Investment Group, an estimated $2M sold.
Based on aggregated 13F filings for Q4 2024.