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Innovator US Equity Power Buffer ETF September
PSEP

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: 210 → 192 (-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: 5 → 1 (-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
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$5.15M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.75M
4
PCM
Penserra Capital Management
California
+$1.68M
5
SAG
SageView Advisory Group
California
+$1.08M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$45M
2
AF
Allworth Financial
California
-$35.4M
3
BCM
Brookstone Capital Management
Illinois
-$29.3M
4
Raymond James Financial
Raymond James Financial
Florida
-$24.1M
5
JGCM
Joseph Group Capital Management
Ohio
-$16.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
126
Gill Capital Partners
Colorado
$352K -$7.85K -200 -2%
MCM
127
Mitchell Capital Management
Kansas
$350K – – –
TWP
128
Triad Wealth Partners
Kansas
$349K – – –
KWM
129
Kingsview Wealth Management
Oregon
$348K -$148K -3,772 -29%
PCA
130
Prosperity Capital Advisors
Ohio
$348K – – –
SOS
131
Silver Oak Securities
Tennessee
$346K – – –
RIS
132
Retirement Income Solutions
Michigan
$339K – – –
SNWA
133
Siligmueller & Norvid Wealth Advisors
Illinois
$328K – – –
EWM
134
Evermay Wealth Management
Virginia
$322K -$5.89K -150 -2%
CNWM
135
Clay Northam Wealth Management
California
$318K – – –
CFD
136
Creative Financial Designs
Indiana
$313K +$1.53K +39 +0.5%
LBC
137
Leigh Baldwin & Co
New York
$311K – – –
AAP
138
Arax Advisory Partners
Colorado
$309K -$306K -7,807 -49%
AWAG
139
ARS Wealth Advisors Group
Florida
$298K -$244K -6,222 -44%
W
140
WorthPointe
California
$284K – – –
SSW
141
Smith Shellnut Wilson
Mississippi
$269K – – –
RWM
142
Reston Wealth Management
Virginia
$265K – – –
CAL
143
Capital Analysts LLC
Pennsylvania
$262K – – –
RWM
144
Riverchase Wealth Management
Texas
$261K – – –
SWA
145
Stratos Wealth Advisors
Ohio
$256K -$73.4K -1,871 -22%
PS
146
Principal Securities
Iowa
$255K – – –
KFP
147
KMG Fiduciary Partners
Ohio
$244K – – –
LWM
148
Lakeridge Wealth Management
Ohio
$243K – – –
SF
149
Seros Financial
Arizona
$242K – – –
CPA
150
Clear Point Advisors
New York
$238K -$39.3K -1,000 -14%
4 5
6
7 8

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.