PSEP icon

Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

99 hedge funds and large institutions have $165M invested in Innovator US Equity Power Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$16.5M
2
SS
2
Sunbelt Securities
Texas
$2.65M
3
MCM
3
MAI Capital Management
Ohio
$2.31M
4
AA
4
Advisory Alpha
Michigan
$2.07M
5
DI
5
Diligent Investors
California
$1.4M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
ST
2
Sageworth Trust
Pennsylvania
$11.9M
3
BCM
3
Brookstone Capital Management
Illinois
$236K
4
Jane Street
4
Jane Street
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VBFP
26
Valtinson Bruner Financial Planning
Minnesota
$1.77M 58,365 +2,518 +5%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.65M 54,265 +39,520 +268%
LWA
28
Lineweaver Wealth Advisors
Ohio
$1.59M 52,297 -1,690 -3%
SI
29
Stephens Inc
Arkansas
$1.47M 48,480 +3,270 +7%
DHGWA
30
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.44M 47,431 +47,431 New
DI
31
Diligent Investors
California
$1.4M 45,890 +45,890 New
CA
32
Corrado Advisors
New Jersey
$1.32M 43,312 -145 -0.3%
AWM
33
Apollon Wealth Management
South Carolina
$1.32M 43,300 +43,300 New
CW
34
CreativeOne Wealth
Kansas
$1.18M 38,722 +38,722 New
DFA
35
DHJJ Financial Advisors
Illinois
$1.13M 37,303 +2,015 +6%
CAN
36
Cetera Advisor Networks
California
$976K 32,123 +3,013 +10%
CA
37
CoreCap Advisors
Michigan
$923K 30,359 +30,359 New
ASN
38
Advisory Services Network
Georgia
$900K 29,603 -228 -0.8%
AIC
39
Archer Investment Corporation
Indiana
$881K 29,000 +5,000 +21%
SIA
40
Soltis Investment Advisors
Utah
$827K 27,198 -18,067 -40%
AAS
41
Avantax Advisory Services
Texas
$801K 26,350 +610 +2%
SHWM
42
Silicon Hills Wealth Management
Texas
$757K 24,918 -20,420 -45%
CCM
43
Covington Capital Management
California
$732K 24,095 -1,250 -5%
CA
44
Cetera Advisors
Colorado
$707K 23,269 -871 -4%
IA
45
IFP Advisors
Florida
$680K 22,505 -3,733 -14%
SB
46
Strategic Blueprint
Georgia
$673K 22,143 +6,301 +40%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$668K 21,979 +615 +3%
SPC
48
Sigma Planning Corp
Michigan
$659K 21,698 -6,845 -24%
BA
49
Bluesphere Advisors
Pennsylvania
$612K 20,135 – –
WP
50
WealthSource Partners
California
$600K 19,745 +19,745 New
1
2
3 4 5