Innovator US Equity Power Buffer ETF September
PSEP
210 hedge funds and large institutions have $727M invested in Innovator US Equity Power Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 81 reducing their positions, and 16 closing their positions.
125% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 16
9% more funds holding
Funds holding: 192 → 210 (+18)
2.78% more ownership
Funds ownership: 76.86% → 79.63% (+2.8%)
4% more capital invested
Capital invested by funds: $702M → $727M (+$24.7M)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
63% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 81
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AF
Allworth Financial
Folsom,
California
|
+$35.5M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$6.55M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.67M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.63M |
| 5 |
TPW
Talon Private Wealth
The Villages,
Florida
|
+$1.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$8.37M |
| 3 |
WMA
West Michigan Advisors
Holland,
Michigan
|
-$8.2M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.31M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Bank of America
Charlotte,
North Carolina
| – | -$4.01K | -104 | Closed |
|
PSEP Hedge Fund Activity: Q4 2024 in Review
210 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2024, worth a combined $727M — up 3.5% from $702M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new PSEP positions and 16 closed out — a net gain of 20 holders — while 30 added to existing stakes and 81 trimmed.
The largest buyer was Allworth Financial, adding an estimated $35.5M. The largest seller was Osaic Holdings, cutting an estimated $21.6M.
- 210 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2024, up from 192 in Q3 2024.
- Funds reported $727M of Innovator US Equity Power Buffer ETF September stock for Q4 2024, up 3.5% quarter-over-quarter.
- 36 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2024 and 16 closed out, a net change of +20 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2024 was Allworth Financial, an estimated $35.5M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q4 2024 was Osaic Holdings, an estimated $21.6M sold.
Based on aggregated 13F filings for Q4 2024.