Innovator US Equity Power Buffer ETF September
PSEP
76 hedge funds and large institutions have $200M invested in Innovator US Equity Power Buffer ETF September in 2020 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 24 increasing their positions, 10 reducing their positions, and 6 closing their positions.
433% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 6
140% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 10
94% more capital inflows, than outflows
Capital inflows: $88.1M | Capital outflows: $45.3M
49% more funds holding
Funds holding: 51 → 76 (+25)
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
11.36% more ownership
Funds ownership: 50.9% → 62.26% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$15.4M |
| 2 |
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$12.1M |
| 3 |
Avalon Capital Management
Port Of Redwood City,
California
|
+$9.5M |
| 4 |
Sageworth Trust
Lancaster,
Pennsylvania
|
+$7.09M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$7.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transform Wealth
Greenwood Village,
Colorado
|
-$23.6M |
| 2 |
Personal CFO Solutions
Chester,
New Jersey
|
-$16.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$2.16M |
| 4 |
Silicon Hills Wealth Management
Austin,
Texas
|
-$1.32M |
| 5 |
Spotlight Asset Group
Oakbrook Terrace,
Illinois
|
-$796K |
PSEP Hedge Fund Activity: Q4 2020 in Review
76 of the 5,678 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2020, worth a combined $200M — up 30% from $154M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PSEP positions and 6 closed out — a net gain of 26 holders — while 24 added to existing stakes and 10 trimmed.
The largest buyer was Janney Montgomery Scott, adding an estimated $15.4M. The largest seller was Transform Wealth, exiting entirely with an estimated $23.6M sold.
- 76 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2020, up from 51 in Q3 2020.
- Funds reported $200M of Innovator US Equity Power Buffer ETF September stock for Q4 2020, up 30% quarter-over-quarter.
- 32 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2020 and 6 closed out, a net change of +26 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2020 was Janney Montgomery Scott, an estimated $15.4M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q4 2020 was Transform Wealth, an estimated $23.6M sold.
Based on aggregated 13F filings for Q4 2020.