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Innovator US Equity Power Buffer ETF September
PSEP

219 hedge funds and large institutions have $781M invested in Innovator US Equity Power Buffer ETF September in 2025 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 84 increasing their positions, 50 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 12

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

68% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 50

42% more capital invested

Capital invested by funds: $552M → $781M (+$230M)

12% more funds holding

Funds holding: 195 → 219 (+24)

3% more ownership

Funds ownership: 76.12% → 79.12% (+3%)

Holders
219
Holders Change
+24
Holders Change %
+12.31%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
84
Reduced
50
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$30.8M
2
Citadel Advisors
Citadel Advisors
Florida
+$28.9M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$25M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$22.2M
5
Jane Street
Jane Street
New York
+$9.55M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$2.16M
2
CIA
Cape Investment Advisory
Georgia
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$1.43M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
SCA
Stuart Chaussee & Associates
California
-$1.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
151
Certified Advisory Corp
Florida
$377K +$368K +8,784 New
EWM
152
Evermay Wealth Management
Virginia
$360K – – –
CNWM
153
Clay Northam Wealth Management
California
$356K – – –
MFG
154
Merit Financial Group
Georgia
$355K -$4.19K -100 -1%
PS
155
Principal Securities
Iowa
$351K +$78.9K +1,882 +30%
CHC
156
City Holding Co
West Virginia
$350K -$574K -13,700 -63%
LWM
157
Lakeridge Wealth Management
Ohio
$328K +$54.8K +1,308 +21%
LBC
158
Leigh Baldwin & Co
New York
$326K – – –
S
159
SignatureFD
Georgia
$324K +$316K +7,542 New
SSW
160
Smith Shellnut Wilson
Mississippi
$301K – – –
RWM
161
Reston Wealth Management
Virginia
$296K – – –
CAL
162
Capital Analysts LLC
Pennsylvania
$293K – – –
W
163
WorthPointe
California
$283K -$34K -810 -11%
KFP
164
KMG Fiduciary Partners
Ohio
$274K +$10.6K +253 +4%
MSFS
165
Main Street Financial Solutions
Pennsylvania
$274K +$14.9K +356 +6%
SF
166
Seros Financial
Arizona
$270K – – –
CPA
167
Clear Point Advisors
New York
$266K – – –
VPF
168
Vantage Point Financial
Illinois
$261K +$21K +501 +9%
WC
169
Waterloo Capital
Texas
$260K -$84 -2 -0%
JWCA
170
J.W. Cole Advisors
Florida
$255K – – –
DAS
171
Dynamic Advisor Solutions
Arizona
$252K – – –
ML
172
McAdam LLC
Pennsylvania
$248K +$242K +5,769 New
CPCM
173
Cardinal Point Capital Management
Ontario, Canada
$244K -$83.8K -2,000 -26%
SW
174
Schulz Wealth
Texas
$241K – – –
CS
175
Capital Square
Tennessee
$237K +$231K +5,509 New
5 6
7
8 9

PSEP Hedge Fund Activity: Q3 2025 in Review

219 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q3 2025, worth a combined $781M — up 42% from $552M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PSEP positions and 12 closed out — a net gain of 26 holders — while 84 added to existing stakes and 50 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $30.8M. The largest seller was UBS Group, exiting entirely with an estimated $2.16M sold.

  • 219 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q3 2025, up from 195 in Q2 2025.
  • Funds reported $781M of Innovator US Equity Power Buffer ETF September stock for Q3 2025, up 42% quarter-over-quarter.
  • 38 funds opened new Innovator US Equity Power Buffer ETF September positions in Q3 2025 and 12 closed out, a net change of +26 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q3 2025 was Brookstone Capital Management, an estimated $30.8M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q3 2025 was UBS Group, an estimated $2.16M sold.

Based on aggregated 13F filings for Q3 2025.