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Innovator US Equity Power Buffer ETF September

192 hedge funds and large institutions have $541M invested in Innovator US Equity Power Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.64% less ownership

Funds ownership: 79.63%71.99% (-7.6%)

9% less funds holding

Funds holding: 210192 (-18)

26% less capital invested

Capital invested by funds: $727M → $541M (-$186M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

71% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 92

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
10
Increased
27
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
26
MTM Financial Group
Pennsylvania
$3.1M -$31.6K -804 -1%
FCFC
27
First Commonwealth Financial Corp
Pennsylvania
$3.09M -$253K -6,434 -7%
MCM
28
MAI Capital Management
Ohio
$3.08M -$909K -23,148 -22%
FMWA
29
Forvis Mazars Wealth Advisors
Missouri
$2.92M -$893K -22,760 -23%
JCM
30
Jacobi Capital Management
Pennsylvania
$2.88M -$210K -5,348 -7%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$2.74M -$39.3K -1,000 -1%
SI
32
Stephens Inc
Arkansas
$2.67M -$246K -6,273 -8%
SAG
33
SageView Advisory Group
California
$2.61M +$1.08M +27,532 +68%
GSIAS
34
Garden State Investment Advisory Services
New Jersey
$2.55M -$2.09M -53,301 -45%
TC
35
TownSquare Capital
Utah
$2.38M -$72K -1,833 -3%
VWA
36
Visionary Wealth Advisors
Illinois
$2.29M +$158K +4,019 +7%
BCM
37
Beck Capital Management
Texas
$2.21M -$125K -3,180 -5%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.19M +$31.5K +803 +1%
CP
39
Camelot Portfolios
Ohio
$2.17M +$402K +10,244 +22%
AWM
40
AE Wealth Management
Kansas
$2.08M -$45M -1,146,037 -95%
DI
41
Diligent Investors
California
$2.03M -$885K -22,555 -30%
CW
42
CreativeOne Wealth
Kansas
$2M -$78.2K -1,991 -4%
LJAC
43
L.J. Altfest & Co
New York
$1.99M -$127K -3,227 -6%
CB
44
Chris Bulman
California
$1.92M -$286K -7,283 -13%
OIA
45
OneDigital Investment Advisors
Kansas
$1.92M -$78.5K -2,000 -4%
CA
46
Corrado Advisors
New Jersey
$1.91M -$14.8K -376 -0.7%
PFA
47
Pathway Financial Advisors
Vermont
$1.91M -$97.3K -2,480 -5%
AAS
48
Avantax Advisory Services
Texas
$1.9M
VBFP
49
Valtinson Bruner Financial Planning
Minnesota
$1.86M -$230K -5,862 -11%
Mercer Global Advisors
50
Mercer Global Advisors
Colorado
$1.82M -$261K -6,656 -12%

PSEP Hedge Fund Activity: Q1 2025 in Review

192 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2025, worth a combined $541M — down 26% from $727M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSEP and 10 opened new positions — a net loss of 15 holders — while 92 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $5.15M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 192 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2025, down from 210 in Q4 2024.
  • Funds reported $541M of Innovator US Equity Power Buffer ETF September stock for Q1 2025, down 26% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2025 and 25 closed out, a net change of -15 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2025 was LPL Financial, an estimated $5.15M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q1 2025 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2025.