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Innovator US Equity Power Buffer ETF September
PSEP

154 hedge funds and large institutions have $426M invested in Innovator US Equity Power Buffer ETF September in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 48 increasing their positions, 44 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

222% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 9

80% more funds holding in top 10

Funds holding in top 10: 5 → 9 (+4)

25% more capital invested

Capital invested by funds: $341M → $426M (+$85.7M)

12% more funds holding

Funds holding: 137 → 154 (+17)

9% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 44

0.89% more ownership

Funds ownership: 71.63% → 72.51% (+0.89%)

Holders
154
Holders Change
+17
Holders Change %
+12.41%
% of All Funds
2.48%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
29
Increased
48
Reduced
44
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stuart Chaussee & Associates
California
+$42.5M
2
LJAC
L.J. Altfest & Co
New York
+$18M
3
SFG
Steward Financial Group
Texas
+$7.72M
4
JGCM
Joseph Group Capital Management
Ohio
+$6.45M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.77M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$17.1M
2
Jane Street
Jane Street
New York
-$4.18M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.12M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.94M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
YWS
26
Yarger Wealth Strategies
Ohio
$3.28M -$18.7K -642 -0.6%
KAS
27
Kestra Advisory Services
Texas
$3.18M +$205K +7,033 +7%
LWA
28
Lineweaver Wealth Advisors
Ohio
$3.15M -$131K -4,507 -4%
BAM
29
Belpointe Asset Management
Nevada
$3.09M -$2.01K -69 -0.1%
Truist Financial
30
Truist Financial
North Carolina
$3.08M +$470K +16,167 +18%
GCP
31
Gill Capital Partners
Colorado
$3.02M -$23.2K -798 -0.8%
SWP
32
Summit Wealth Partners
Florida
$2.84M -$5.85K -201 -0.2%
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$2.78M +$432K +14,840 +19%
BCM
34
Brookstone Capital Management
Illinois
$2.76M -$136K -4,664 -5%
CA
35
Cetera Advisors
Colorado
$2.67M +$162K +5,570 +7%
PWA
36
Pillar Wealth Advisors
Pennsylvania
$2.44M – – –
WIA
37
World Investment Advisors
California
$2.35M +$2.04M +70,013 +861%
RA
38
RiverTree Advisors
Florida
$2.3M -$147K -5,066 -6%
VWA
39
Visionary Wealth Advisors
Illinois
$2.29M -$90.2K -3,100 -4%
SS
40
Sunbelt Securities
Texas
$2.15M -$8.44K -290 -0.4%
AAS
41
Avantax Advisory Services
Texas
$2.15M +$310K +10,668 +17%
FCFC
42
First Commonwealth Financial Corp
Pennsylvania
$2.08M +$1.83M +63,047 +768%
CP
43
Camelot Portfolios
Ohio
$2.08M +$727K +24,989 +54%
RFG
44
Range Financial Group
Oregon
$2.04M +$310K +10,663 +18%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.98M +$633K +21,756 +48%
VBFP
46
Valtinson Bruner Financial Planning
Minnesota
$1.98M -$76.3K -2,622 -4%
CA
47
CoreCap Advisors
Michigan
$1.97M +$219K +7,531 +13%
IA
48
IFP Advisors
Florida
$1.93M +$320K +11,007 +16%
KWS
49
Keystone Wealth Services
California
$1.92M +$1.42M +48,760 +290%
BWM
50
BCS Wealth Management
Tennessee
$1.88M – – –
1
2
3 4 5

PSEP Hedge Fund Activity: Q4 2022 in Review

154 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2022, worth a combined $426M — up 25% from $341M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PSEP positions and 9 closed out — a net gain of 20 holders — while 48 added to existing stakes and 44 trimmed.

The largest buyer was Stuart Chaussee & Associates, opening a new position worth an estimated $42.5M. The largest seller was Gradient Investments, exiting entirely with an estimated $17.1M sold.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2022, up from 137 in Q3 2022.
  • Funds reported $426M of Innovator US Equity Power Buffer ETF September stock for Q4 2022, up 25% quarter-over-quarter.
  • 29 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2022 and 9 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2022 was Stuart Chaussee & Associates, an estimated $42.5M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q4 2022 was Gradient Investments, an estimated $17.1M sold.

Based on aggregated 13F filings for Q4 2022.