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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

141 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 81 reducing their positions, and 19 closing their positions.

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
9
Increased
14
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$20.5M
2
TC
2
TownSquare Capital
Utah
$1.32M
3
LPL Financial
3
LPL Financial
California
$749K
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$301K
5
LJAC
5
L.J. Altfest & Co
New York
$39.3M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$23.2M
2
TW
2
Transform Wealth
Colorado
$9.09M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.17M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
26
Advisory Alpha
Michigan
$3.35M -$32.7K -1,000 -1%
YWS
27
Yarger Wealth Strategies
Ohio
$3.33M -$326K -9,956 -9%
BAM
28
Belpointe Asset Management
Nevada
$3.32M -$198K -6,054 -6%
GCP
29
Gill Capital Partners
Colorado
$3.13M -$92.5K -2,827 -3%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$3.06M -$436K -13,334 -12%
PWA
31
Pillar Wealth Advisors
Pennsylvania
$2.73M – – –
BCM
32
Brookstone Capital Management
Illinois
$2.69M -$30.6K -944 -1%
CA
33
Cetera Advisors
Colorado
$2.55M -$385K -11,780 -13%
VWA
34
Visionary Wealth Advisors
Illinois
$2.54M -$1.11K -34 -0%
SWP
35
Summit Wealth Partners
Florida
$2.52M -$68.9K -2,105 -3%
CP
36
Camelot Portfolios
Ohio
$2.3M -$21.7K -662 -0.9%
AAS
37
Avantax Advisory Services
Texas
$2.21M -$216K -6,590 -9%
VBFP
38
Valtinson Bruner Financial Planning
Minnesota
$2.14M -$52K -1,589 -2%
KWS
39
Keystone Wealth Services
California
$2.07M -$74.6K -2,280 -3%
FCFC
40
First Commonwealth Financial Corp
Pennsylvania
$2.06M -$256K -7,821 -11%
BWM
41
BCS Wealth Management
Tennessee
$2M -$103K -3,134 -5%
DI
42
Diligent Investors
California
$1.93M -$87.5K -2,675 -4%
PFA
43
Pathway Financial Advisors
Vermont
$1.85M – – –
MCM
44
MAI Capital Management
Ohio
$1.78M -$2.08M -63,524 -54%
CA
45
Corrado Advisors
New Jersey
$1.76M -$27.2K -833 -2%
PWMG
46
Pinnacle Wealth Management Group
Michigan
$1.75M -$49.1K -1,500 -3%
GAA
47
Global Assets Advisory
Florida
$1.67M -$69.5K -2,124 -4%
ICG
48
InterOcean Capital Group
Tennessee
$1.57M -$2.79M -85,238 -64%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.52M +$91.2K +2,789 +6%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.34M -$311K -9,517 -19%
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