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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

99 hedge funds and large institutions have $165M invested in Innovator US Equity Power Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
99
Holders Change
+18
Holders Change %
+22.22%
% of All Funds
1.53%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
26
Increased
28
Reduced
26
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$16.5M
2
SS
2
Sunbelt Securities
Texas
$2.65M
3
MCM
3
MAI Capital Management
Ohio
$2.31M
4
PWA
4
Pillar Wealth Advisors
Pennsylvania
$2.08M
5
AA
5
Advisory Alpha
Michigan
$2.07M

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
ST
2
Sageworth Trust
Pennsylvania
$11.9M
3
BCM
3
Brookstone Capital Management
Illinois
$236K
4
Jane Street
4
Jane Street
New York
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$7.5M
Name Market Value Shares Shares
Change 		Shares
Change %
KF
51
Krilogy Financial
Missouri
$580K 19,075 – –
MA
52
MAS Advisors
Florida
$573K 18,830 +18,830 New
RTS
53
Round Table Services
New Jersey
$558K 18,348 – –
Citadel Advisors
54
Citadel Advisors
Florida
$558K 18,376 +3,904 +27%
AIA
55
Alera Investment Advisors
Illinois
$554K 18,223 -86 -0.5%
S
56
SignatureFD
Georgia
$512K 16,854 – –
CCM
57
Coldstream Capital Management
Washington
$466K 15,323 +15,323 New
FFG
58
Frisch Financial Group
New York
$444K 14,595 – –
NFG
59
Nations Financial Group
Iowa
$437K 14,366 -940 -6%
CFA
60
Carroll Financial Associates
North Carolina
$435K 14,318 – –
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$427K 14,049 +14,049 New
AAP
62
Arax Advisory Partners
Colorado
$422K 13,897 – –
VA
63
Valmark Advisers
Ohio
$390K 12,818 – –
TW
64
Transform Wealth
Colorado
$375K 12,348 -2,782 -18%
5L
65
55I LLC
Massachusetts
$370K 12,168 +298 +3%
RIS
66
Retirement Income Solutions
Michigan
$366K 12,031 +12,031 New
NFG
67
Next Financial Group
Texas
$299K 9,870 +6,130 +164%
Wolverine Trading
68
Wolverine Trading
Illinois
$293K 9,620 +9,620 New
WCG
69
Weaver Consulting Group
California
$269K 8,848 – –
BFC
70
Bedel Financial Consulting
Indiana
$266K 8,765 +1,659 +23%
SPWM
71
Straight Path Wealth Management
Michigan
$266K 8,757 +8,757 New
FCFC
72
First Commonwealth Financial Corp
Pennsylvania
$257K 8,452 – –
SSW
73
Smith Shellnut Wilson
Mississippi
$255K 8,400 – –
BFA
74
Beacon Financial Advisory
Ohio
$255K 8,403 +8,403 New
MML Investors Services
75
MML Investors Services
Massachusetts
$242K 7,975 -450 -5%
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3
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