Innovator US Equity Power Buffer ETF September
PSEP
51 hedge funds and large institutions have $131M invested in Innovator US Equity Power Buffer ETF September in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 8 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
323% more capital invested
Capital invested by funds: $31M → $131M (+$100M)
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
113% more funds holding
Funds holding: 24 → 51 (+27)
1.81% more ownership
Funds ownership: 67.34% → 69.15% (+1.8%)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFS
51
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$13.8M | -534,067 | Closed |
|
|
MWM
52
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$1.05M | -40,498 | Closed |
|
|
CA
53
Cambridge Advisors
Omaha,
Nebraska
| – | -$616K | -23,850 | Closed |
|
54
Koshinski Asset Management
Decatur,
Illinois
| – | -$362K | -14,000 | Closed |
|
|
RIS
55
Retirement Income Solutions
Ann Arbor,
Michigan
| – | -$237K | -9,189 | Closed |
|
|
CPIG
56
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$235K | -8,919 | Closed |
|
|
APCM
57
Alaska Permanent Capital Management
Anchorage,
Alaska
| – | -$202K | -7,835 | Closed |
|
58
UBS Group
Zurich,
Switzerland
| – | -$6K | -250 | Closed |
|
|
TFM
59
TFC Financial Management
Boston,
Massachusetts
| – | +$501 | +19 | New |
|
PSEP Hedge Fund Activity: Q3 2020 in Review
51 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q3 2020, worth a combined $131M — up 323% from $31M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PSEP positions and 8 closed out — a net gain of 27 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $23.6M. The largest seller was TrustCore Financial Services, exiting entirely with an estimated $13.8M sold.
- 51 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q3 2020, up from 24 in Q2 2020.
- Funds reported $131M of Innovator US Equity Power Buffer ETF September stock for Q3 2020, up 323% quarter-over-quarter.
- 35 funds opened new Innovator US Equity Power Buffer ETF September positions in Q3 2020 and 8 closed out, a net change of +27 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q3 2020 was Transform Wealth, an estimated $23.6M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q3 2020 was TrustCore Financial Services, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2020.