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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
TC
201
Truvestments Capital
Florida
$72K – – –
JP Morgan Chase
202
JP Morgan Chase
New York
$70K – – –
Carson Wealth (CWM LLC)
203
Carson Wealth (CWM LLC)
Nebraska
$70K – – –
EWA
204
EverSource Wealth Advisors
Alabama
$66.5K +$22.7K +541 +54%
AC
205
AlphaCore Capital
California
$64.4K – – –
MAM
206
MMA Asset Management
Pennsylvania
$55.8K – – –
GWM
207
Geneos Wealth Management
Colorado
$45.6K +$44.5K +1,061 New
NWMP
208
Noble Wealth Management PBC
Colorado
$45.1K +$44K +1,050 New
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$28.8K +$28.1K +670 New
IF
210
Integrity Financial
Wyoming
$27.7K – – –
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$26.8K -$589K -14,047 -96%
BBHC
212
Brown Brothers Harriman & Co
New York
$24.3K – – –
PP
213
PFS Partners
New Jersey
$21.5K – – –
TCA
214
Trifecta Capital Advisors
Illinois
$17.2K – – –
TC
215
Trust Company
Kansas
$16.4K – – –
ACM
216
Anfield Capital Management
California
$14.1K – – –
SIC
217
SJS Investment Consulting
Ohio
$12.5K -$461 -11 -4%
HBW
218
Hazlett, Burt & Watson
West Virginia
$5K -$5.03K -120 -49%
OSAM
219
O'Shaughnessy Asset Management
Connecticut
$1.2K -$461 -11 -28%
UBS Group
220
UBS Group
Switzerland
– -$2.16M -52,920 Closed
CIA
221
Cape Investment Advisory
Georgia
– -$1.68M -41,151 Closed
OMC
222
Old Mission Capital
Illinois
– -$1.3M -31,677 Closed
AWA
223
Arete Wealth Advisors
Illinois
– -$783K -19,150 Closed
MHS
224
M Holdings Securities
Oregon
– -$485K -11,872 Closed
KWM
225
Kingsview Wealth Management
Oregon
– -$398K -9,734 Closed
6 7 8
9
10

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.