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Innovator US Equity Power Buffer ETF September
PSEP

219 hedge funds and large institutions have $781M invested in Innovator US Equity Power Buffer ETF September in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $552M → $781M (+$230M)

12% more funds holding

Funds holding: 195 → 219 (+24)

3% more ownership

Funds ownership: 76.12% → 79.12% (+3%)

Holders
219
Holders Change
+24
Holders Change %
+12.31%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
84
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$28.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22.2M
5
Jane Street
Jane Street
New York
+$9.55M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.16M
2
CIA
Cape Investment Advisory
Georgia
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$1.43M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
SCA
Stuart Chaussee & Associates
California
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$5.43M -$1.43M -34,010 -21%
CA
27
CoreCap Advisors
Michigan
$5.41M +$1.05M +25,085 +25%
KWM
28
KFG Wealth Management
Indiana
$4.72M +$616K +14,701 +15%
YWS
29
Yarger Wealth Strategies
Ohio
$4.56M -$643K -15,330 -13%
WCM
30
Weaver Capital Management
Georgia
$4.55M +$1.11M +26,431 +33%
William Blair & Company
31
William Blair & Company
Illinois
$4.48M +$3.18M +75,905 +267%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$4.38M +$463K +11,038 +12%
OIA
33
OneDigital Investment Advisors
Kansas
$4.14M +$411K +9,812 +11%
FFG
34
Frisch Financial Group
New York
$3.93M +$3.83M +91,436 New
MFG
35
MTM Financial Group
Pennsylvania
$3.64M +$212K +5,069 +6%
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$3.38M +$245K +5,839 +8%
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$3.25M +$251K +5,983 +9%
JCM
38
Jacobi Capital Management
Pennsylvania
$3.2M -$25.6K -610 -0.8%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$3.06M +$614K +14,642 +26%
CB
40
Chris Bulman
California
$2.97M +$804K +19,184 +38%
FMWA
41
Forvis Mazars Wealth Advisors
Missouri
$2.8M -$90.8K -2,166 -3%
CA
42
Corrado Advisors
New Jersey
$2.57M +$423K +10,099 +20%
GAA
43
Global Assets Advisory
Florida
$2.33M +$2.28M +54,347 New
SPIA
44
Steward Partners Investment Advisory
New York
$2.33M +$1.85M +44,238 +444%
BCM
45
Beck Capital Management
Texas
$2.33M -$131K -3,125 -5%
DI
46
Diligent Investors
California
$2.32M +$105K +2,500 +5%
NFG
47
Nations Financial Group
Iowa
$2.31M +$562K +13,402 +33%
LJAC
48
L.J. Altfest & Co
New York
$2.22M -$5.07K -121 -0.2%
CP
49
Camelot Portfolios
Ohio
$2.14M -$30.6K -729 -1%
VBFP
50
Valtinson Bruner Financial Planning
Minnesota
$2.09M +$7.42K +177 +0.4%
1
2
3 4 5

PSEP Hedge Fund Activity: Q3 2025 in Review

219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q3 2025, worth a combined $781M — up 42% from $552M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PSEP positions and 12 closed out — a net gain of 26 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $30.8M. The largest seller was UBS Group, exiting entirely with an estimated $2.16M sold.

  • 219 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q3 2025, up from 195 in Q2 2025.
  • Funds reported $781M of Innovator US Equity Power Buffer ETF September stock for Q3 2025, up 42% quarter-over-quarter.
  • 38 funds opened new Innovator US Equity Power Buffer ETF September positions in Q3 2025 and 12 closed out, a net change of +26 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q3 2025 was Brookstone Capital Management, an estimated $30.8M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q3 2025 was UBS Group, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2025.