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Innovator US Equity Power Buffer ETF September

192 hedge funds and large institutions have $541M 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, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.64% less ownership

Funds ownership: 79.63%71.99% (-7.6%)

9% less funds holding

Funds holding: 210192 (-18)

26% less capital invested

Capital invested by funds: $727M → $541M (-$186M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

71% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 92

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
2.57%
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
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
76
Bedel Financial Consulting
Indiana
$926K
CA
77
Continuum Advisory
Idaho
$903K -$84K -2,140 -8%
CFP
78
Cypress Financial Planning
New Jersey
$898K -$98.3K -2,504 -10%
CHC
79
City Holding Co
West Virginia
$897K
SPWM
80
Straight Path Wealth Management
Michigan
$872K
W
81
WPWealth
Texas
$838K -$283K -7,198 -25%
FFN
82
Focus Financial Network
Minnesota
$818K -$25.5K -649 -3%
WCG
83
Weaver Consulting Group
California
$796K +$1.96K +50 +0.2%
VA
84
Valmark Advisers
Ohio
$783K
NA
85
NewEdge Advisors
Louisiana
$781K -$215K -5,473 -21%
AWA
86
Arete Wealth Advisors
Illinois
$736K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$722K +$409K +10,423 +124%
AF
88
Advisornet Financial
Minnesota
$700K +$67.4K +1,718 +10%
CIA
89
Concurrent Investment Advisors
Florida
$659K +$5.57K +142 +0.8%
CWG
90
Cornerstone Wealth Group
North Carolina
$636K -$1.65K -42 -0.3%
SPC
91
Sigma Planning Corp
Michigan
$635K -$58.9K -1,500 -8%
BFA
92
Beacon Financial Advisory
Ohio
$630K
BWM
93
BigSur Wealth Management
Florida
$615K
Q1WB
94
Quest 10 Wealth Builders
Virginia
$611K -$534K -13,614 -46%
RA
95
RFG Advisory
Alabama
$608K -$11.7K -297 -2%
CPIG
96
Chicago Partners Investment Group
Illinois
$596K -$134K -3,417 -18%
CAG
97
Compass Advisory Group
New York
$594K -$51.1K -1,302 -8%
MIA
98
MeadowBrook Investment Advisors
Michigan
$587K
AQR Capital Management
99
AQR Capital Management
Connecticut
$586K +$10.8K +275 +2%
GS
100
GTS Securities
New York
$580K +$592K +15,088 New

PSEP Hedge Fund Activity: Q1 2025 in Review

192 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2025, worth a combined $541M — down 26% from $727M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSEP and 10 opened new positions — a net loss of 15 holders — while 92 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $5.15M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 192 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2025, down from 210 in Q4 2024.
  • Funds reported $541M of Innovator US Equity Power Buffer ETF September stock for Q1 2025, down 26% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2025 and 25 closed out, a net change of -15 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2025 was LPL Financial, an estimated $5.15M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q1 2025 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2025.