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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

159 hedge funds and large institutions have $539M invested in Innovator US Equity Power Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 81 reducing their positions, and 12 closing their positions.

Holders
159
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
13
Increased
19
Reduced
81
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$7.92M
2
KAS
2
Kestra Advisory Services
Texas
$10.6M
3
PCM
3
Penserra Capital Management
California
$34.4M
4
Jane Street
4
Jane Street
New York
$2.52M
5
CW
5
CreativeOne Wealth
Kansas
$2.04M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$4.38M
2
MCM
2
MAI Capital Management
Ohio
$2.9M
3
OWA
3
Outlook Wealth Advisors
Texas
$996K
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$155M
5
AWM
5
AE Wealth Management
Kansas
$4.66M
Name Market Value Shares Shares
Change 		Shares
Change %
CCM
76
Coldstream Capital Management
Washington
$735K 20,127 – –
WA
77
Wealth Alliance
New York
$718K 19,659 – –
CAL
78
Capital Analysts LLC
Pennsylvania
$710K 19,437 -38 -0.2%
SI
79
Stephens Inc
Arkansas
$705K 19,308 – –
FFN
80
Focus Financial Network
Minnesota
$699K 19,472 +445 +2%
CPIG
81
Chicago Partners Investment Group
Illinois
$682K 18,849 – –
SPC
82
Sigma Planning Corp
Michigan
$670K 18,345 +11,568 +171%
NFG
83
Nations Financial Group
Iowa
$657K 18,001 -37 -0.2%
VA
84
Valmark Advisers
Ohio
$640K 17,524 – –
AWAG
85
ARS Wealth Advisors Group
Florida
$623K 17,082 – –
BWM
86
BigSur Wealth Management
Florida
$584K 16,000 – –
IA
87
IFP Advisors
Florida
$582K 15,950 – –
SWA
88
Stratos Wealth Advisors
Ohio
$562K 15,400 -130 -0.8%
Citadel Advisors
89
Citadel Advisors
Florida
$554K 15,165 -1,854 -11%
SB
90
Strategic Blueprint
Georgia
$548K 15,024 -1,100 -7%
AAP
91
Arax Advisory Partners
Colorado
$535K 14,647 -349 -2%
TSW
92
Three Seasons Wealth
Utah
$522K 14,352 – –
CAG
93
Compass Advisory Group
New York
$521K 14,278 – –
RCM
94
Requisite Capital Management
Texas
$517K 14,166 – –
BRWA
95
B. Riley Wealth Advisors
Florida
$513K 15,819 +5,700 +56%
CPCM
96
Cardinal Point Capital Management
Ontario, Canada
$509K 13,950 – –
OMC
97
Old Mission Capital
Illinois
$499K 13,678 -19,298 -59%
WCG
98
Weaver Consulting Group
California
$494K 13,540 -22 -0.2%
NCM
99
NCM Capital Management
New Jersey
$491K 13,454 – –
CFP
100
Cypress Financial Planning
New Jersey
$491K 13,453 +84 +0.6%
2 3
4
5 6