PSEP icon

Innovator US Equity Power Buffer ETF September

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
Name Holding Trade Value Shares
Change
Shares
Change %
AIC
126
Archer Investment Corporation
Indiana
$131K
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$128K -$7.2K -220 -5%
UBS Group
128
UBS Group
Switzerland
$122K +$32.8K +1,003 +37%
OIA
129
Optimum Investment Advisors
Illinois
$111K
SWA
130
Sutton Wealth Advisors
Florida
$82.9K
FA
131
Fiduciary Alliance
South Carolina
$77.9K +$77.9K +2,380 New
WP
132
WealthShield Partners
North Carolina
$55.6K
TC
133
Truvestments Capital
Florida
$54.6K
AC
134
AlphaCore Capital
California
$49.1K +$49.1K +1,500 New
CAL
135
Capital Analysts LLC
Pennsylvania
$47K -$163K -4,977 -78%
SHIM
136
Stone House Investment Management
Pennsylvania
$9.39K
HBW
137
Hazlett, Burt & Watson
West Virginia
$8K
IF
138
Integrity Financial
Wyoming
$7.36K
NA
139
NewEdge Advisors
Louisiana
$2.09K
CIAS
140
Capital Investment Advisory Services
North Carolina
$1.31K
WIM
141
WealthPlan Investment Management
Nebraska
$451
AI
142
Atria Investments
North Carolina
-$7.03M -229,096 Closed
Mariner
143
Mariner
Kansas
-$6.89M -224,637 Closed
LWA
144
Lineweaver Wealth Advisors
Ohio
-$3.26M -106,351 Closed
RA
145
RiverTree Advisors
Florida
-$1.84M -59,842 Closed
W
146
WorthPointe
California
-$1.74M -56,583 Closed
PF
147
Parker Financial
Washington
-$1.12M -36,605 Closed
MHS
148
M Holdings Securities
Oregon
-$940K -30,655 Closed
CBFP
149
Cedar Brook Financial Partners
Ohio
-$737K -24,017 Closed
ASN
150
Advisory Services Network
Georgia
-$641K -20,905 Closed