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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

76 hedge funds and large institutions have $198M invested in Innovator US Equity Power Buffer ETF September in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+25
Holders Change %
+49.02%
% of All Funds
1.35%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
32
Increased
24
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$16.6M
2
OWA
2
Outlook Wealth Advisors
Texas
$12.4M
3
ACM
3
Avalon Capital Management
California
$9.79M
4
ST
4
Sageworth Trust
Pennsylvania
$19.3M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$9.2M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$0
2
PCS
2
Personal CFO Solutions
New Jersey
$7.82M
3
Citadel Advisors
3
Citadel Advisors
Florida
$304K
4
SHWM
4
Silicon Hills Wealth Management
Texas
$3.02M
5
SAG
5
Spotlight Asset Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$1.47M +$881K +31,634 +149%
CP
27
Camelot Portfolios
Ohio
$1.18M +$1.18M +42,089 New
Truist Financial
28
Truist Financial
North Carolina
$1.12M – – –
IA
29
IFP Advisors
Florida
$1.08M +$45.6K +1,636 +4%
ICG
30
InterOcean Capital Group
Tennessee
$1.05M +$1.05M +37,581 New
LNC
31
Lincoln National Corp
Pennsylvania
$956K +$92.3K +3,309 +11%
CCM
32
Covington Capital Management
California
$886K +$97.7K +3,500 +12%
DFA
33
DHJJ Financial Advisors
Illinois
$742K +$742K +26,590 New
AIC
34
Archer Investment Corporation
Indiana
$684K -$55.8K -2,000 -8%
BA
35
Bluesphere Advisors
Pennsylvania
$614K +$614K +22,000 New
CA
36
Cetera Advisors
Colorado
$597K +$102K +3,658 +21%
AAP
37
Arax Advisory Partners
Colorado
$593K +$49.9K +1,787 +9%
RTS
38
Round Table Services
New Jersey
$571K +$571K +20,443 New
TFS
39
TrustCore Financial Services
Tennessee
$565K +$565K +20,225 New
AAS
40
Avantax Advisory Services
Texas
$542K +$542K +19,557 New
FFN
41
Focus Financial Network
Minnesota
$527K +$196K +7,014 +59%
FFG
42
Frisch Financial Group
New York
$385K +$385K +13,775 New
AIA
43
Alera Investment Advisors
Illinois
$383K -$117K -4,190 -23%
MIAN
44
Mariner Independent Advisor Network
Kansas
$343K +$343K +12,280 New
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$341K +$341K +12,211 New
NFG
46
Nations Financial Group
Iowa
$334K +$30.4K +1,090 +10%
VWA
47
Visionary Wealth Advisors
Illinois
$330K – – –
FWIA
48
Fort Washington Investment Advisors
Ohio
$313K – – –
Citadel Advisors
49
Citadel Advisors
Florida
$304K -$2.22M -79,484 -88%
Jane Street
50
Jane Street
New York
$299K -$142K -5,083 -32%
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