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Innovator US Equity Power Buffer ETF September
PSEP

16 hedge funds and large institutions have $9.55M invested in Innovator US Equity Power Buffer ETF September in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

400% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 1

23% more funds holding

Funds holding: 13 → 16 (+3)

21.62% more ownership

Funds ownership: 163.9% → 185.52% (+22%)

17% more capital invested

Capital invested by funds: $8.16M → $9.55M (+$1.4M)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
5
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wolverine Trading
Wolverine Trading
Illinois
+$950K
2
FI
FormulaFolio Investments
Michigan
+$888K
3
Jane Street
Jane Street
New York
+$594K
4
RIS
Retirement Income Solutions
Michigan
+$222K
5
UBS Group
UBS Group
Switzerland
+$60.7K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$532K
2
AG
Advisor Group
Arizona
-$16.4K
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.2M – – –
FI
2
FormulaFolio Investments
Michigan
$1.6M +$888K +35,116 +129%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.33M +$25.8K +1,018 +2%
Wolverine Trading
4
Wolverine Trading
Illinois
$965K +$950K +37,545 New
Jane Street
5
Jane Street
New York
$604K +$594K +23,465 New
AAP
6
Arax Advisory Partners
Colorado
$522K – – –
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$489K +$25.7K +1,015 +6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$372K – – –
LNC
9
Lincoln National Corp
Pennsylvania
$366K – – –
CAN
10
Cetera Advisor Networks
California
$366K +$55K +2,175 +18%
RIS
11
Retirement Income Solutions
Michigan
$226K +$222K +8,777 New
AG
12
Advisor Group
Arizona
$221K -$16.4K -647 -7%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$111K +$6.32K +250 +6%
IA
14
IFP Advisors
Florida
$76K – – –
UBS Group
15
UBS Group
Switzerland
$62K +$60.7K +2,401 New
BFC
16
Bedel Financial Consulting
Indiana
$36K +$35.4K +1,400 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
– -$532K -21,391 Closed

PSEP Hedge Fund Activity: Q4 2019 in Review

16 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2019, worth a combined $9.55M — up 17% from $8.16M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PSEP positions and 1 closed out — a net gain of 4 holders — while 5 added to existing stakes and 1 trimmed.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $950K. The largest seller was Susquehanna International Group, exiting entirely with an estimated $532K sold.

  • 16 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2019, up from 13 in Q3 2019.
  • Funds reported $9.55M of Innovator US Equity Power Buffer ETF September stock for Q4 2019, up 17% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2019 and 1 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2019 was Wolverine Trading, an estimated $950K added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q4 2019 was Susquehanna International Group, an estimated $532K sold.

Based on aggregated 13F filings for Q4 2019.