Innovator US Equity Power Buffer ETF September
PSEP
99 hedge funds and large institutions have $165M invested in Innovator US Equity Power Buffer ETF September in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
22% more funds holding
Funds holding: 81 → 99 (+18)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
0.89% less ownership
Funds ownership: 60.81% → 59.92% (-0.89%)
1% less capital invested
Capital invested by funds: $167M → $165M (-$1.96M)
100% less funds holding in top 10
Funds holding in top 10: 3 → 0 (-3)
Top Buyers
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.78M |
| 2 |
SS
Sunbelt Securities
Houston,
Texas
|
+$2.65M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$2.27M |
| 4 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.04M |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$1.37M |
Top Sellers
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$23M |
| 2 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$5.1M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$2.11M |
| 4 |
Jane Street
New York
|
-$735K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$671K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
101
Jane Street
New York
| – | -$735K | -25,300 | Closed |
|
|
FFN
102
Focus Financial Network
Minneapolis,
Minnesota
| – | -$553K | -19,021 | Closed |
|
|
IFAM
103
Institutional & Family Asset Management
Fort Collins,
Colorado
| – | -$18K | -613 | Closed |
|
104
Wells Fargo
San Francisco,
California
| – | -$16K | -534 | Closed |
|
|
AWA
105
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$14K | -500 | Closed |
|
|
SFP
106
Sterling Financial Planning
Sparta,
New Jersey
| – | -$6K | -202 | Closed |
|
PSEP Hedge Fund Activity: Q4 2021 in Review
99 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2021, worth a combined $165M — down 1.2% from $167M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new PSEP positions and 7 closed out — a net gain of 19 holders — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $2.78M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $23M sold.
- 99 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2021, up from 81 in Q3 2021.
- Funds reported $165M of Innovator US Equity Power Buffer ETF September stock for Q4 2021, down 1.2% quarter-over-quarter.
- 26 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2021 and 7 closed out, a net change of +19 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2021 was Osaic Holdings, an estimated $2.78M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q4 2021 was Personal CFO Solutions, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2021.