Innovator US Equity Power Buffer ETF September
PSEP
51 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF September in 2020 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 12 increasing their positions, 3 reducing their positions, and 8 closing their positions.
707% more capital inflows, than outflows
Capital inflows: $140M | Capital outflows: $17.4M
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
338% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 8
300% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 3
113% more funds holding
Funds holding: 24 → 51 (+27)
40.46% more ownership
Funds ownership: 10.44% → 50.9% (+40%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transform Wealth
Greenwood Village,
Colorado
|
+$23.6M |
| 2 |
Personal CFO Solutions
Chester,
New Jersey
|
+$23M |
| 3 |
WealthPLAN Partners
Omaha,
Nebraska
|
+$17M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$12.2M |
| 5 |
Sageworth Trust
Lancaster,
Pennsylvania
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TrustCore Financial Services
Brentwood,
Tennessee
|
-$13.8M |
| 2 |
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$1.05M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$636K |
| 4 |
Cambridge Advisors
Omaha,
Nebraska
|
-$616K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
-$362K |
PSEP Hedge Fund Activity: Q3 2020 in Review
51 of the 4,972 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q3 2020, worth a combined $154M — up 397% from $31M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new PSEP positions and 8 closed out — a net gain of 27 holders — while 12 added to existing stakes and 3 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $23.6M. The largest seller was TrustCore Financial Services, exiting entirely with an estimated $13.8M sold.
- 51 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q3 2020, up from 24 in Q2 2020.
- Funds reported $154M of Innovator US Equity Power Buffer ETF September stock for Q3 2020, up 397% quarter-over-quarter.
- 35 funds opened new Innovator US Equity Power Buffer ETF September positions in Q3 2020 and 8 closed out, a net change of +27 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q3 2020 was Transform Wealth, an estimated $23.6M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q3 2020 was TrustCore Financial Services, an estimated $13.8M sold.
Based on aggregated 13F filings for Q3 2020.