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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

136 hedge funds and large institutions have $339M invested in Innovator US Equity Power Buffer ETF September in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 63 increasing their positions, 16 reducing their positions, and 2 closing their positions.

Holders
136
Holders Change
+46
Holders Change %
+51.11%
% of All Funds
2.35%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
48
Increased
63
Reduced
16
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$99.8M
2
GI
2
Gradient Investments
Minnesota
$17.1M
3
SFG
3
Steward Financial Group
Texas
$6.82M
4
DIM
4
Delta Investment Management
California
$5.78M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.8M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$655K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.27M
3
GCP
3
Gill Capital Partners
Colorado
$2.89M
4
CCM
4
Covington Capital Management
California
$212K
5
OWA
5
Outlook Wealth Advisors
Texas
$5.86M
Name Market Value Shares Shares
Change 		Shares
Change %
FFN
76
Focus Financial Network
Minnesota
$551K 19,822 +1,352 +7%
ASN
77
Advisory Services Network
Georgia
$529K 19,032 +1,980 +12%
NFG
78
Nations Financial Group
Iowa
$500K 17,965 +2,790 +18%
CFP
79
Cypress Financial Planning
New Jersey
$481K 17,291 +2,905 +20%
CPIG
80
Chicago Partners Investment Group
Illinois
$471K 16,332 +9,240 +130%
S
81
SignatureFD
Georgia
$469K 16,854 – –
KWS
82
Keystone Wealth Services
California
$468K 16,836 +16,836 New
KWM
83
Kingsview Wealth Management
Oregon
$466K 16,739 +16,739 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$457K 16,420 +5,599 +52%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$438K 15,764 +5,515 +54%
CWG
86
Cornerstone Wealth Group
North Carolina
$436K 15,689 +15,689 New
RPGK
87
Retirement Planning Group (Kansas)
Kansas
$421K 15,129 +15,129 New
FWIA
88
Fort Washington Investment Advisors
Ohio
$417K 15,000 +15,000 New
AIA
89
Alera Investment Advisors
Illinois
$400K 14,375 -3,565 -20%
AAP
90
Arax Advisory Partners
Colorado
$396K 14,253 +45 +0.3%
T
91
TRUADVICE
Florida
$383K 13,191 +13,191 New
APA
92
American Portfolios Advisors
New York
$380K 13,670 +10,970 +406%
NCM
93
NCM Capital Management
New Jersey
$374K 13,454 +980 +8%
BFA
94
Beacon Financial Advisory
Ohio
$341K 12,266 +3,863 +46%
SWM
95
Spire Wealth Management
Virginia
$326K 11,706 +7,367 +170%
CNWM
96
Clay Northam Wealth Management
California
$316K 11,355 +11,355 New
PFGIA
97
Patriot Financial Group Insurance Agency
Massachusetts
$312K 11,209 +5,917 +112%
WA
98
Wealth Alliance
New York
$302K 10,860 +10,860 New
CWS
99
Cypress Wealth Services
California
$300K 10,712 +10,712 New
BWM
100
BCGM Wealth Management
Indiana
$299K 10,430 +10,430 New
2 3
4
5 6