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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

189 hedge funds and large institutions have $698M invested in Innovator US Equity Power Buffer ETF September in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 77 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
189
Holders Change
+26
Holders Change %
+15.95%
% of All Funds
2.73%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
40
Increased
77
Reduced
40
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$54.5M
2
BCM
2
Brookstone Capital Management
Illinois
$30.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$44.7M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$39.8M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$22.6M

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$136M
2
AA
2
Advisory Alpha
Michigan
$1.39M
3
PWA
3
Pillar Wealth Advisors
Pennsylvania
$0
4
NA
4
NewEdge Advisors
Louisiana
$1M
5
BA
5
Bellwether Advisors
Nebraska
$3.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Caprock Group
Idaho
$365K +$365K +9,468 New
GCP
127
Gill Capital Partners
Colorado
$361K +$17.5K +453 +5%
CA
128
Calton & Associates
Florida
$354K +$354K +9,192 New
MCM
129
Mitchell Capital Management
Kansas
$351K +$351K +9,100 New
PCA
130
Prosperity Capital Advisors
Ohio
$348K – – –
SOS
131
Silver Oak Securities
Tennessee
$347K +$347K +9,031 New
CNWM
132
Clay Northam Wealth Management
California
$346K – – –
SMAM
133
Sugar Maple Asset Management
Wisconsin
$344K +$92K +2,387 +37%
RIS
134
Retirement Income Solutions
Michigan
$340K – – –
EWM
135
Evermay Wealth Management
Virginia
$328K +$328K +8,525 New
WIM
136
WealthPlan Investment Management
Nebraska
$322K +$322K +8,352 New
LF
137
Lantz Financial
Illinois
$321K +$321K +8,325 New
CFD
138
Creative Financial Designs
Indiana
$312K – – –
SS
139
Sunbelt Securities
Texas
$304K -$23.1K -600 -7%
WC
140
Waterloo Capital
Texas
$292K +$292K +7,567 New
RWM
141
Reston Wealth Management
Virginia
$285K – – –
GS
142
GTS Securities
New York
$278K +$278K +7,220 New
CPA
143
Clear Point Advisors
New York
$278K -$7.71K -200 -3%
PS
144
Principal Securities
Iowa
$272K -$42.4K -1,101 -14%
SSW
145
Smith Shellnut Wilson
Mississippi
$270K – – –
CAL
146
Capital Analysts LLC
Pennsylvania
$263K -$209K -5,422 -44%
FA
147
Fiducient Advisors
Illinois
$253K +$253K +6,567 New
VT
148
Vise Technologies
New York
$247K -$3.7K -96 -1%
PIAS
149
PCA Investment Advisory Services
Ohio
$246K +$246K +6,393 New
FNWA
150
Financial Network Wealth Advisors
Utah
$246K -$12.6K -328 -5%
4 5
6
7 8