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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

151 hedge funds and large institutions have $509M invested in Innovator US Equity Power Buffer ETF September in 2023 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
+10
Holders Change %
+7.09%
% of All Funds
2.41%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.1%
New
32
Increased
66
Reduced
32
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$145M
2
BCM
2
Brookstone Capital Management
Illinois
$19.3M
3
CAM
3
Cresset Asset Management
Illinois
$12M
4
MCM
4
MAI Capital Management
Ohio
$13.6M
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$9.78M

Top Sellers

1
LJAC
1
L.J. Altfest & Co
New York
$2.08M
2
TW
2
Transform Wealth
Colorado
$0
3
DIM
3
Delta Investment Management
California
$0
4
BAM
4
Belpointe Asset Management
Nevada
$0
5
GCP
5
Gill Capital Partners
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
26
TownSquare Capital
Utah
$4.18M +$2.87M +88,655 +219%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$4.17M -$217K -6,687 -5%
KWM
28
KFG Wealth Management
Indiana
$3.92M +$3.7M +114,141 +1,659%
SFG
29
Steward Financial Group
Texas
$3.56M -$883K -27,252 -20%
AA
30
Advisory Alpha
Michigan
$3.44M +$117K +3,597 +4%
CHC
31
City Holding Co
West Virginia
$2.99M -$379K -11,695 -11%
CA
32
Cetera Advisors
Colorado
$2.77M +$239K +7,368 +9%
CA
33
CoreCap Advisors
Michigan
$2.72M +$1.47M +45,482 +118%
William Blair & Company
34
William Blair & Company
Illinois
$2.72M +$2.72M +83,883 New
PWA
35
Pillar Wealth Advisors
Pennsylvania
$2.7M – – –
KAS
36
Kestra Advisory Services
Texas
$2.63M -$790K -24,380 -23%
ICG
37
InterOcean Capital Group
Tennessee
$2.57M +$1.01M +31,165 +65%
SWP
38
Summit Wealth Partners
Florida
$2.54M +$44.4K +1,370 +2%
BCM
39
Beck Capital Management
Texas
$2.41M +$2.41M +74,391 New
VWA
40
Visionary Wealth Advisors
Illinois
$2.34M -$180K -5,541 -7%
AAS
41
Avantax Advisory Services
Texas
$2.27M +$87K +2,686 +4%
CA
42
Corrado Advisors
New Jersey
$2.23M +$480K +14,828 +27%
BWM
43
BCS Wealth Management
Tennessee
$2.2M +$216K +6,678 +11%
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$2.09M -$29K -896 -1%
LJAC
45
L.J. Altfest & Co
New York
$2.08M -$36.9M -1,137,528 -95%
FCFC
46
First Commonwealth Financial Corp
Pennsylvania
$2.04M – – –
KWS
47
Keystone Wealth Services
California
$2.01M -$46.3K -1,430 -2%
DI
48
Diligent Investors
California
$2M +$97.2K +3,000 +5%
CP
49
Camelot Portfolios
Ohio
$1.98M -$300K -9,260 -13%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.96M -$1.07M -33,005 -35%
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