KSEP

Innovator U.S. Small Cap Power Buffer ETF - September

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.

New
Increased
Maintained
Reduced
Closed
Holders
25
Holders Change
+6
Holders Change %
+31.58%
% of All Funds
0.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
6
Reduced
3
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CNBT
1
Canandaigua National Bank & Trust
New York
$1.71M +$1.71M +66,424 New
Raymond James Financial
2
Raymond James Financial
Florida
$1.34M +$1.34M +52,053 New
FFA
3
Fragasso Financial Advisors
Pennsylvania
$988K
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$818K +$196K +7,613 +31%
KAS
5
Kestra Advisory Services
Texas
$699K -$9.74K -379 -1%
OMC
6
Old Mission Capital
Illinois
$682K +$366K +14,239 +116%
CA
7
Corrado Advisors
New Jersey
$541K -$2.11K -82 -0.4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$392K
Truist Financial
9
Truist Financial
North Carolina
$390K
Osaic Holdings
10
Osaic Holdings
Arizona
$387K +$153K +5,971 +66%
IA
11
IFP Advisors
Florida
$369K
FL
12
FreeGulliver LLC
Louisiana
$285K +$285K +11,108 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$264K +$42.6K +1,658 +19%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$229K +$229K +8,900 New
HI
15
Harbour Investments
Wisconsin
$196K +$20.3K +789 +12%
SWM
16
Sugarloaf Wealth Management
Georgia
$146K
SWM
17
Spire Wealth Management
Virginia
$91.2K +$91.2K +3,549 New
AF
18
Advisornet Financial
Minnesota
$38.7K
FNWA
19
Financial Network Wealth Advisors
Utah
$20.4K +$20.4K +792 New
OLVIG
20
Oliver Lagore Vanvalin Investment Group
Michigan
$10.1K -$1.98M -77,117 -99%
SFG
21
Stonebridge Financial Group
Pennsylvania
$5.14K +$5.14K +200 New
PS
22
Principal Securities
Iowa
$5.09K +$2.88K +112 +130%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$1.08K +$1.08K +42 New
NS
24
NBC Securities
Alabama
$150 +$150 +5 New
Jane Street
25
Jane Street
New York
-$689K -27,009 Closed