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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

151 hedge funds and large institutions have $490M invested in Innovator US Equity Power Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 60 reducing their positions, and 12 closing their positions.

Holders
151
Holders Change
-1
Holders Change %
-0.66%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
13
Increased
38
Reduced
60
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
1
Transform Wealth
Colorado
$27.4M
2
LJAC
2
L.J. Altfest & Co
New York
$36.6M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$17.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$22.5M
5
AI
5
Atria Investments
North Carolina
$7.03M

Top Sellers

1
SFG
1
Steward Financial Group
Texas
$5.91M
2
MCM
2
MAI Capital Management
Ohio
$3.62M
3
RFG
3
Range Financial Group
Oregon
$0
4
WIA
4
World Investment Advisors
California
$543K
5
SS
5
Sunbelt Securities
Texas
$409K
Name Market Value Shares Shares
Change 		Shares
Change %
MCM
26
MAI Capital Management
Ohio
$3.62M 118,056 -73,551 -38%
CHC
27
City Holding Co
West Virginia
$3.48M 113,425 -17,300 -13%
YWS
28
Yarger Wealth Strategies
Ohio
$3.43M 111,797 -228 -0.2%
Truist Financial
29
Truist Financial
North Carolina
$3.36M 109,418 +4,291 +4%
KAS
30
Kestra Advisory Services
Texas
$3.32M 108,146 -725 -0.7%
BAM
31
Belpointe Asset Management
Nevada
$3.3M 107,422 +1,837 +2%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.28M 106,795 +11,839 +12%
LWA
33
Lineweaver Wealth Advisors
Ohio
$3.26M 106,351 -1,189 -1%
AA
34
Advisory Alpha
Michigan
$3.18M 103,512 -9,845 -9%
GCP
35
Gill Capital Partners
Colorado
$3.02M 98,367 -4,878 -5%
CA
36
Cetera Advisors
Colorado
$2.76M 89,805 -1,385 -2%
BCM
37
Brookstone Capital Management
Illinois
$2.6M 83,959 -9,660 -10%
PWA
38
Pillar Wealth Advisors
Pennsylvania
$2.56M 83,481 – –
SWP
39
Summit Wealth Partners
Florida
$2.43M 79,234 -17,843 -18%
VWA
40
Visionary Wealth Advisors
Illinois
$2.39M 77,748 -420 -0.5%
AAS
41
Avantax Advisory Services
Texas
$2.27M 74,051 +440 +0.6%
CP
42
Camelot Portfolios
Ohio
$2.18M 71,118 -120 -0.2%
FCFC
43
First Commonwealth Financial Corp
Pennsylvania
$2.17M 70,868 -387 -0.5%
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$2.06M 67,020 +505 +0.8%
KWS
45
Keystone Wealth Services
California
$2.01M 65,596 – –
BWM
46
BCS Wealth Management
Tennessee
$1.97M 64,284 +101 +0.2%
DI
47
Diligent Investors
California
$1.89M 61,540 – –
RA
48
RiverTree Advisors
Florida
$1.84M 59,842 -18,867 -24%
W
49
WorthPointe
California
$1.74M 56,583 -629 -1%
PFA
50
Pathway Financial Advisors
Vermont
$1.73M 56,515 -5,690 -9%
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