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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

190 hedge funds and large institutions have $537M invested in Innovator US Equity Power Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 91 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
190
Holders Change
-18
Holders Change %
-8.65%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
10
Increased
27
Reduced
91
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
1
LPL Financial
California
$12.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$25.2M
4
PCM
4
Penserra Capital Management
California
$47.6M
5
SAG
5
SageView Advisory Group
California
$2.61M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$2.08M
2
AF
2
Allworth Financial
California
$470K
3
BCM
3
Brookstone Capital Management
Illinois
$5.72M
4
Raymond James Financial
4
Raymond James Financial
Florida
$13.1M
5
JGCM
5
Joseph Group Capital Management
Ohio
$94.8K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWS
51
Keystone Wealth Services
California
$1.77M -$67.3K -1,753 -4%
MFF
52
Michels Family Financial
Texas
$1.76M -$93.1K -2,425 -5%
PWMG
53
Pinnacle Wealth Management Group
Michigan
$1.68M -$25K -650 -1%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.62M -$135K -3,518 -8%
IA
55
IFP Advisors
Florida
$1.58M -$199K -5,169 -11%
AWS
56
Atria Wealth Solutions
New York
$1.54M -$184K -4,795 -11%
NFG
57
Nations Financial Group
Iowa
$1.5M -$307 -8 -0%
AA
58
Advisory Alpha
Michigan
$1.5M +$126K +3,284 +9%
CAPTRUST Financial Advisors
59
CAPTRUST Financial Advisors
North Carolina
$1.36M -$615 -16 -0%
BWM
60
Brown Wealth Management
Illinois
$1.34M -$50K -1,303 -4%
SA
61
Sovran Advisors
California
$1.32M – – –
ASN
62
Advisory Services Network
Georgia
$1.3M – – –
BWM
63
BCGM Wealth Management
Indiana
$1.29M – – –
TWM
64
Tradition Wealth Management
Minnesota
$1.27M -$4.92K -128 -0.4%
AWM
65
Apollon Wealth Management
South Carolina
$1.27M -$38.4K -1,000 -3%
BWM
66
BCS Wealth Management
Tennessee
$1.08M -$269K -7,000 -20%
OWA
67
Outlook Wealth Advisors
Texas
$1.04M -$1.98M -51,644 -66%
FFA
68
Farther Finance Advisors
California
$1.03M -$73.5K -1,910 -7%
RCWM
69
Red Crane Wealth Management
California
$1.03M -$9.6K -250 -0.9%
FA
70
FSA Advisors
Michigan
$1.02M -$537K -13,973 -34%
HI
71
Harbour Investments
Wisconsin
$1.02M +$19.2K +499 +2%
PFGIA
72
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M -$8.64K -225 -0.8%
FIA
73
Foundations Investment Advisors
Arizona
$982K -$35.7K -930 -4%
WA
74
Wealth Alliance
New York
$971K – – –
BFC
75
Bedel Financial Consulting
Indiana
$926K – – –
1 2
3
4 5