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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

141 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
9
Increased
14
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$20.5M
2
TC
2
TownSquare Capital
Utah
$1.32M
3
LPL Financial
3
LPL Financial
California
$749K
4
USCWA
4
U.S. Capital Wealth Advisors
Texas
$301K
5
LJAC
5
L.J. Altfest & Co
New York
$39.3M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$23.2M
2
TW
2
Transform Wealth
Colorado
$9.09M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.17M
5
AI
5
Atria Investments
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
76
Cypress Financial Planning
New Jersey
$487K -$16.4K -500 -3%
WIA
77
World Investment Advisors
California
$482K -$97.7K -2,922 -17%
AAP
78
Arax Advisory Partners
Colorado
$478K – – –
RCM
79
Requisite Capital Management
Texas
$463K – – –
KWM
80
Kingsview Wealth Management
Oregon
$445K -$92.2K -2,820 -17%
NCM
81
NCM Capital Management
New Jersey
$440K – – –
PFGIA
82
Patriot Financial Group Insurance Agency
Massachusetts
$435K – – –
BMD
83
Better Money Decisions
New Mexico
$429K -$89.7K -2,742 -17%
T
84
TRUADVICE
Florida
$427K -$1.45K -44 -0.3%
TFS
85
Thoroughbred Financial Services
Tennessee
$410K – – –
BFA
86
Beacon Financial Advisory
Ohio
$401K – – –
SS
87
Sunbelt Securities
Texas
$389K -$51.1K -1,563 -12%
Jane Street
88
Jane Street
New York
$386K -$483K -14,765 -56%
CWG
89
Cornerstone Wealth Group
North Carolina
$373K -$139K -4,245 -27%
AIA
90
Alera Investment Advisors
Illinois
$373K -$2.13K -65 -0.6%
WA
91
Wealth Alliance
New York
$355K – – –
OCM
92
Orion Capital Management
California
$342K -$7.2K -220 -2%
BWM
93
BCGM Wealth Management
Indiana
$341K +$4.25K +130 +1%
CWS
94
Cypress Wealth Services
California
$339K -$16.6K -500 -5%
SVWAG
95
Sound View Wealth Advisors Group
Georgia
$337K – – –
SPC
96
Sigma Planning Corp
Michigan
$333K -$405K -12,392 -55%
Royal Bank of Canada
97
Royal Bank of Canada
Ontario, Canada
$319K +$251K +7,652 +366%
CNWM
98
Clay Northam Wealth Management
California
$310K -$61K -1,865 -16%
BRWA
99
B. Riley Wealth Advisors
Florida
$302K – – –
USCWA
100
U.S. Capital Wealth Advisors
Texas
$301K +$301K +9,215 New
2 3
4
5 6