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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

189 hedge funds and large institutions have $698M invested in Innovator US Equity Power Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+26
Holders Change %
+15.95%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
77
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$54.5M
2
BCM
2
Brookstone Capital Management
Illinois
$30.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$44.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$39.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$136M
2
AA
2
Advisory Alpha
Michigan
$1.39M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$0
4
NA
4
NewEdge Advisors
Louisiana
$1M
5
BA
5
Bellwether Advisors
Nebraska
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
51
Cape Investment Advisory
Georgia
$1.88M +$68.4K +1,776 +4%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.88M +$243K +6,312 +15%
CW
53
CreativeOne Wealth
Kansas
$1.87M +$1.31M +34,088 +236%
AAS
54
Avantax Advisory Services
Texas
$1.86M +$99.3K +2,576 +6%
KWS
55
Keystone Wealth Services
California
$1.85M +$84.8K +2,200 +5%
BWM
56
BCGM Wealth Management
Indiana
$1.78M -$231K -6,007 -12%
IA
57
IFP Advisors
Florida
$1.77M +$1.16M +30,150 +192%
DWM
58
Dakota Wealth Management
Florida
$1.73M +$1.73M +44,824 New
PWMG
59
Pinnacle Wealth Management Group
Michigan
$1.71M +$356K +9,240 +26%
Jane Street
60
Jane Street
New York
$1.7M +$515K +13,360 +43%
Rockefeller Capital Management
61
Rockefeller Capital Management
New York
$1.62M +$1.62M +42,159 New
PFP
62
Pinnacle Financial Partners
Tennessee
$1.57M +$1.57M +40,838 New
SWP
63
Summit Wealth Partners
Florida
$1.49M +$385K +10,000 +35%
AWM
64
Apollon Wealth Management
South Carolina
$1.43M -$38.5K -1,000 -3%
NFG
65
Nations Financial Group
Iowa
$1.42M +$736K +19,102 +108%
AA
66
Advisory Alpha
Michigan
$1.39M -$2.85M -73,910 -67%
RJA
67
Raymond James & Associates
Florida
$1.38M +$1.08M +27,994 +356%
BWM
68
BCS Wealth Management
Tennessee
$1.38M -$309K -8,017 -18%
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$1.37M – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.34M -$914K -23,714 -40%
TWM
71
Tradition Wealth Management
Minnesota
$1.28M +$19K +492 +2%
W
72
WPWealth
Texas
$1.2M +$910K +23,623 +316%
BWM
73
Brown Wealth Management
Illinois
$1.19M -$118K -3,075 -9%
FI
74
FWG Investments
Kentucky
$1.15M +$1.15M +29,807 New
SWM
75
Sugarloaf Wealth Management
Georgia
$1.08M +$170K +4,423 +19%
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3
4 5