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Innovator US Equity Power Buffer ETF September
PSEP

16 hedge funds and large institutions have $8.27M invested in Innovator US Equity Power Buffer ETF September in 2020 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

0% more funds holding

Funds holding: 16 → 16 (0)

13% less capital invested

Capital invested by funds: $9.55M → $8.27M (-$1.28M)

83% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 6

138.7% less ownership

Funds ownership: 185.52% → 46.82% (-139%)

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
1
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$395K
2
CPIG
Chicago Partners Investment Group
Illinois
+$232K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$31.2K

Top Sellers

1
Wolverine Trading
Wolverine Trading
Illinois
-$476K
2
CAN
Cetera Advisor Networks
California
-$366K
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$116K
4
Jane Street
Jane Street
New York
-$116K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$30.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.09M – – –
FI
2
FormulaFolio Investments
Michigan
$1.43M -$15.4K -616 -1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.09M -$116K -4,653 -9%
AAP
4
Arax Advisory Partners
Colorado
$470K – – –
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$470K +$31.2K +1,250 +7%
Jane Street
6
Jane Street
New York
$436K -$116K -4,639 -20%
Wolverine Trading
7
Wolverine Trading
Illinois
$432K -$476K -19,052 -51%
Koshinski Asset Management
8
Koshinski Asset Management
Illinois
$367K +$395K +15,825 New
LNC
9
Lincoln National Corp
Pennsylvania
$330K – – –
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$307K -$30.7K -1,228 -8%
Osaic Holdings
11
Osaic Holdings
Arizona
$278K +$299K +11,954 New
CPIG
12
Chicago Partners Investment Group
Illinois
$229K +$232K +9,308 New
RIS
13
Retirement Income Solutions
Michigan
$203K – – –
IA
14
IFP Advisors
Florida
$69K – – –
UBS Group
15
UBS Group
Switzerland
$33K -$24K -961 -40%
BFC
16
Bedel Financial Consulting
Indiana
$32K – – –
CAN
17
Cetera Advisor Networks
California
– -$366K -14,209 Closed

PSEP Hedge Fund Activity: Q1 2020 in Review

16 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2020, worth a combined $8.27M — down 13% from $9.55M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new PSEP positions and 1 closed out — a net gain of 2 holders — while 1 added to existing stakes and 6 trimmed.

The largest buyer was Koshinski Asset Management, opening a new position worth an estimated $395K. The largest seller was Wolverine Trading, cutting an estimated $476K.

  • 16 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $8.27M of Innovator US Equity Power Buffer ETF September stock for Q1 2020, down 13% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2020 and 1 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2020 was Koshinski Asset Management, an estimated $395K added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q1 2020 was Wolverine Trading, an estimated $476K sold.

Based on aggregated 13F filings for Q1 2020.