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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 %
CA
76
Continuum Advisory
Idaho
$903K -$82.2K -2,140 -8%
CFP
77
Cypress Financial Planning
New Jersey
$898K -$96.2K -2,504 -10%
CHC
78
City Holding Co
West Virginia
$897K – – –
SPWM
79
Straight Path Wealth Management
Michigan
$872K – – –
W
80
WPWealth
Texas
$838K -$276K -7,198 -25%
FFN
81
Focus Financial Network
Minnesota
$818K -$24.9K -649 -3%
WCG
82
Weaver Consulting Group
California
$796K +$1.92K +50 +0.2%
VA
83
Valmark Advisers
Ohio
$783K – – –
NA
84
NewEdge Advisors
Louisiana
$781K -$210K -5,473 -21%
AWA
85
Arete Wealth Advisors
Illinois
$736K – – –
Susquehanna International Group
86
Susquehanna International Group
Pennsylvania
$722K +$400K +10,423 +124%
AF
87
Advisornet Financial
Minnesota
$700K +$66K +1,718 +10%
CIA
88
Concurrent Investment Advisors
Florida
$659K +$5.45K +142 +0.8%
CWG
89
Cornerstone Wealth Group
North Carolina
$636K -$1.61K -42 -0.3%
SPC
90
Sigma Planning Corp
Michigan
$635K -$57.6K -1,500 -8%
BFA
91
Beacon Financial Advisory
Ohio
$630K – – –
BWM
92
BigSur Wealth Management
Florida
$615K – – –
Q1WB
93
Quest 10 Wealth Builders
Virginia
$611K -$528K -13,614 -46%
RA
94
RFG Advisory
Alabama
$608K -$11.4K -297 -2%
CPIG
95
Chicago Partners Investment Group
Illinois
$596K -$132K -3,417 -18%
CAG
96
Compass Advisory Group
New York
$594K -$50K -1,302 -8%
MIA
97
MeadowBrook Investment Advisors
Michigan
$587K – – –
AQR Capital Management
98
AQR Capital Management
Connecticut
$586K +$10.6K +275 +2%
GS
99
GTS Securities
New York
$580K +$580K +15,088 New
Bank of Montreal
100
Bank of Montreal
Ontario, Canada
$563K – – –
2 3
4
5 6