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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

192 hedge funds and large institutions have $541M invested in Innovator US Equity Power Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 89 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+2
Holders Change %
+1.05%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
25
Reduced
89
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$7.99M
2
MML Investors Services
MML Investors Services
Massachusetts
+$3.28M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.92M
4
UBS Group
UBS Group
Switzerland
+$1.61M
5
OIA
OneDigital Investment Advisors
Kansas
+$1.5M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$10.9M
2
Osaic Holdings
Osaic Holdings
Arizona
-$5.97M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$3.67M
4
William Blair & Company
William Blair & Company
Illinois
-$3.11M
5
SAG
SageView Advisory Group
California
-$2.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
176
Capital Investment Advisory Services
North Carolina
$69.2K -$35K -857 -34%
TC
177
Truvestments Capital
Florida
$68.6K +$818 +20 +1%
Carson Wealth (CWM LLC)
178
Carson Wealth (CWM LLC)
Nebraska
$67K – – –
JPMorgan Chase & Co
179
JPMorgan Chase & Co
New York
$66.7K -$103K -2,509 -61%
AC
180
AlphaCore Capital
California
$61.3K – – –
MAM
181
MMA Asset Management
Pennsylvania
$53.2K +$53.2K +1,300 New
EWA
182
EverSource Wealth Advisors
Alabama
$41.2K – – –
IF
183
Integrity Financial
Wyoming
$26.4K – – –
BBHC
184
Brown Brothers Harriman & Co
New York
$23.1K – – –
PP
185
PFS Partners
New Jersey
$20.4K +$20.4K +500 New
TCA
186
Trifecta Capital Advisors
Illinois
$16.4K – – –
TC
187
Trust Company
Kansas
$15.6K – – –
ACM
188
Anfield Capital Management
California
$13.5K +$13.5K +329 New
SIC
189
SJS Investment Consulting
Ohio
$12.3K +$12.3K +301 New
HBW
190
Hazlett, Burt & Watson
West Virginia
$10K – – –
AAS
191
Ameritas Advisory Services
Nebraska
$8.38K +$8.38K +205 New
OSAM
192
O'Shaughnessy Asset Management
Connecticut
$1.6K -$941 -23 -37%
SAG
193
SageView Advisory Group
California
– -$2.61M -67,935 Closed
TC
194
TownSquare Capital
Utah
– -$2.38M -61,972 Closed
AQR Capital Management
195
AQR Capital Management
Connecticut
– -$586K -15,255 Closed
RWM
196
Riverchase Wealth Management
Texas
– -$261K -6,805 Closed
CS
197
Capital Square
Tennessee
– -$222K -5,787 Closed
SFG
198
Stonebridge Financial Group
Pennsylvania
– -$64.8K -1,686 Closed
LWMI
199
Legacy Wealth Management (Idaho)
Idaho
– -$34K -885 Closed
Bessemer Group
200
Bessemer Group
New Jersey
– -$4K -100 Closed
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