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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
WC
151
Waterloo Capital
Texas
$233K -$59K -1,502 -20%
MSFS
152
Main Street Financial Solutions
Pennsylvania
$232K
JWCA
153
J.W. Cole Advisors
Florida
$228K +$233K +5,942 New
DAS
154
Dynamic Advisor Solutions
Arizona
$226K
CS
155
Capital Square
Tennessee
$222K
CFS
156
CRA Financial Services
New Jersey
$219K
SIA
157
Soltis Investment Advisors
Utah
$217K
SW
158
Schulz Wealth
Texas
$216K
VPF
159
Vantage Point Financial
Illinois
$214K
Morgan Stanley
160
Morgan Stanley
New York
$209K +$64.8K +1,651 +43%
CRWM
161
Castle Rock Wealth Management
California
$206K
SEP
162
Southland Equity Partners
Missouri
$202K
WP
163
WealthShield Partners
North Carolina
$190K +$169K +4,300 +656%
JP Morgan Chase
164
JP Morgan Chase
New York
$159K +$99.2K +2,526 +157%
BBPWM
165
Blue Bell Private Wealth Management
Pennsylvania
$154K
SWM
166
Spire Wealth Management
Virginia
$152K -$4.91K -125 -3%
SS
167
Sunbelt Securities
Texas
$129K -$20K -509 -13%
FNWA
168
Financial Network Wealth Advisors
Utah
$123K -$13K -330 -9%
DFA
169
DHJJ Financial Advisors
Illinois
$114K
BWM
170
Bernard Wealth Management
Michigan
$107K -$33.4K -850 -23%
CIAS
171
Capital Investment Advisory Services
North Carolina
$97.9K -$1.57K -40 -2%
CFS
172
Compass Financial Services
Iowa
$96.2K +$98.3K +2,505 New
JGCM
173
Joseph Group Capital Management
Ohio
$94.8K -$16.2M -411,507 -99%
WWMSC
174
Wagner Wealth Management (South Carolina)
South Carolina
$76.4K
Barclays
175
Barclays
United Kingdom
$70.4K -$76.3K -1,943 -51%

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.