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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

159 hedge funds and large institutions have $539M invested in Innovator US Equity Power Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.92M
2
KAS
2
Kestra Advisory Services
Texas
$10.6M
3
PCM
3
Penserra Capital Management
California
$34.4M
4
Jane Street
4
Jane Street
New York
$2.52M
5
CW
5
CreativeOne Wealth
Kansas
$2.04M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$4.38M
2
MCM
2
MAI Capital Management
Ohio
$2.9M
3
OWA
3
Outlook Wealth Advisors
Texas
$996K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$155M
5
AWM
5
AE Wealth Management
Kansas
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
KWS
51
Keystone Wealth Services
California
$2.01M 55,103 -433 -0.8%
CP
52
Camelot Portfolios
Ohio
$1.98M 54,238 -16,593 -23%
BWM
53
BCS Wealth Management
Tennessee
$1.93M 52,962 -5,678 -10%
BWM
54
BCGM Wealth Management
Indiana
$1.9M 52,075 -1,501 -3%
OIA
55
OneDigital Investment Advisors
Kansas
$1.83M 50,061 -812 -2%
CHC
56
City Holding Co
West Virginia
$1.79M 48,930 -300 -0.6%
CIA
57
Cape Investment Advisory
Georgia
$1.72M 46,990 -2,200 -4%
AAS
58
Avantax Advisory Services
Texas
$1.68M 46,158 -2,289 -5%
PWMG
59
Pinnacle Wealth Management Group
Michigan
$1.59M 43,645 -11,250 -20%
MML Investors Services
60
MML Investors Services
Massachusetts
$1.57M 42,999 +228 +0.5%
AWS
61
Atria Wealth Solutions
New York
$1.48M 40,441 -18,953 -32%
AWM
62
Apollon Wealth Management
South Carolina
$1.39M 38,000 – –
BWM
63
Brown Wealth Management
Illinois
$1.34M 36,748 -692 -2%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$1.3M 35,589 +434 +1%
TWM
65
Tradition Wealth Management
Minnesota
$1.2M 32,798 +32,798 New
SWP
66
Summit Wealth Partners
Florida
$1.11M 30,412 -41,573 -58%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$1.07M 29,195 -685 -2%
RA
68
RFG Advisory
Alabama
$1.01M 27,620 +27,620 New
OWA
69
Outlook Wealth Advisors
Texas
$996K 27,291 -168,682 -86%
HF
70
HRT Financial
New York
$972K 26,645 +26,645 New
BFC
71
Bedel Financial Consulting
Indiana
$903K 24,744 -155 -0.6%
SWM
72
Sugarloaf Wealth Management
Georgia
$887K 24,289 – –
SPWM
73
Straight Path Wealth Management
Michigan
$829K 22,711 – –
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$811K 22,214 +300 +1%
FA
75
FSA Advisors
Michigan
$798K 21,876 -285 -1%
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