PSEP icon

Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

208 hedge funds and large institutions have $723M invested in Innovator US Equity Power Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+19
Holders Change %
+10.05%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
30
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$36.4M
2
PCM
Penserra Capital Management
California
$46.7M
3
BCM
Brookstone Capital Management
Illinois
$35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.44M
5
TPW
Talon Private Wealth
Florida
$1.65M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$23.7M
2
AWM
AE Wealth Management
Kansas
$46.9M
3
WMA
West Michigan Advisors
Michigan
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$135M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
26
William Blair & Company
Illinois
$4.14M +$96.3K +2,465 +2%
KWM
27
KFG Wealth Management
Indiana
$4.1M +$201K +5,136 +5%
CA
28
CoreCap Advisors
Michigan
$4.08M -$706K -18,056 -15%
MCM
29
MAI Capital Management
Ohio
$4.03M -$1.94M -49,628 -32%
FMWA
30
Forvis Mazars Wealth Advisors
Missouri
$3.86M -$493K -12,601 -11%
BA
31
Bellwether Advisors
Nebraska
$3.79M -$18.8K -481 -0.5%
WCM
32
Weaver Capital Management
Georgia
$3.72M -$33.9K -867 -0.9%
FCFC
33
First Commonwealth Financial Corp
Pennsylvania
$3.39M -$159K -4,077 -4%
JCM
34
Jacobi Capital Management
Pennsylvania
$3.14M -$1.56K -40 -0%
OWA
35
Outlook Wealth Advisors
Texas
$3.08M -$1.12M -28,690 -27%
SI
36
Stephens Inc
Arkansas
$2.96M – – –
DI
37
Diligent Investors
California
$2.95M -$1.95K -50 -0.1%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$2.83M -$82.1K -2,100 -3%
TC
39
TownSquare Capital
Utah
$2.49M -$119K -3,035 -5%
BCM
40
Beck Capital Management
Texas
$2.37M -$98.3K -2,514 -4%
CB
41
Chris Bulman
California
$2.24M -$18K -461 -0.8%
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$2.2M -$127K -3,241 -5%
VWA
43
Visionary Wealth Advisors
Illinois
$2.17M -$125K -3,193 -5%
LJAC
44
L.J. Altfest & Co
New York
$2.15M -$67.2K -1,719 -3%
VBFP
45
Valtinson Bruner Financial Planning
Minnesota
$2.13M – – –
Mercer Global Advisors
46
Mercer Global Advisors
Colorado
$2.12M +$94.2K +2,411 +5%
CW
47
CreativeOne Wealth
Kansas
$2.11M +$213K +5,437 +11%
PFA
48
Pathway Financial Advisors
Vermont
$2.04M -$40.3K -1,030 -2%
OIA
49
OneDigital Investment Advisors
Kansas
$2.03M – – –
SW
50
SMART Wealth
Nebraska
$2M -$129K -3,310 -6%
1
2
3 4 5