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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

208 hedge funds and large institutions have $723M invested in Innovator US Equity Power Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 30 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+19
Holders Change %
+10.05%
% of All Funds
2.77%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
36
Increased
30
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
Allworth Financial
California
$36.4M
2
PCM
Penserra Capital Management
California
$46.7M
3
BCM
Brookstone Capital Management
Illinois
$35M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$8.44M
5
TPW
Talon Private Wealth
Florida
$1.65M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$23.7M
2
AWM
AE Wealth Management
Kansas
$46.9M
3
WMA
West Michigan Advisors
Michigan
$0
4
AllianceBernstein
AllianceBernstein
Tennessee
$135M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
51
Corrado Advisors
New Jersey
$1.96M -$107K -2,732 -5%
AAS
52
Avantax Advisory Services
Texas
$1.93M +$39.1K +1,000 +2%
MFF
53
Michels Family Financial
Texas
$1.89M +$1.89M +48,334 New
KWS
54
Keystone Wealth Services
California
$1.87M – – –
CIA
55
Cape Investment Advisory
Georgia
$1.86M -$46.9K -1,200 -2%
IA
56
IFP Advisors
Florida
$1.81M +$23.5K +600 +1%
CP
57
Camelot Portfolios
Ohio
$1.81M -$102K -2,612 -5%
MML Investors Services
58
MML Investors Services
Massachusetts
$1.78M -$120K -3,071 -6%
AWS
59
Atria Wealth Solutions
New York
$1.76M -$263K -6,736 -13%
PWMG
60
Pinnacle Wealth Management Group
Michigan
$1.73M – – –
TPW
61
Talon Private Wealth
Florida
$1.65M +$1.65M +42,126 New
SAG
62
SageView Advisory Group
California
$1.58M +$1.58M +40,403 New
FA
63
FSA Advisors
Michigan
$1.57M +$526K +13,590 +50%
PFP
64
Pinnacle Financial Partners
Tennessee
$1.56M -$32.6K -834 -2%
NFG
65
Nations Financial Group
Iowa
$1.53M +$90.5K +2,315 +6%
BWM
66
Brown Wealth Management
Illinois
$1.42M +$209K +5,338 +17%
AA
67
Advisory Alpha
Michigan
$1.4M -$9.38K -240 -0.7%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$1.39M -$4.96K -127 -0.4%
SA
69
Sovran Advisors
California
$1.38M +$1.38M +35,390 New
BWM
70
BCS Wealth Management
Tennessee
$1.37M -$22.3K -570 -2%
AWM
71
Apollon Wealth Management
South Carolina
$1.33M -$117K -3,000 -8%
ASN
72
Advisory Services Network
Georgia
$1.32M +$1.32M +33,830 New
BWM
73
BCGM Wealth Management
Indiana
$1.31M -$487K -12,458 -27%
TWM
74
Tradition Wealth Management
Minnesota
$1.3M – – –
FI
75
FWG Investments
Kentucky
$1.29M +$121K +3,107 +10%
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3
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