PSEP icon

Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

59 hedge funds and large institutions have $114M invested in Innovator US Equity Power Buffer ETF September in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 28 reducing their positions, and 18 closing their positions.

Holders
59
Holders Change
-13
Holders Change %
-18.06%
% of All Funds
1.03%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
5
Increased
8
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$10.7M
2
SIA
2
Soltis Investment Advisors
Utah
$3.36M
3
AAP
3
Arax Advisory Partners
Colorado
$525K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$541K
5
CP
5
Camelot Portfolios
Ohio
$1.76M

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$254K
3
ACM
3
Avalon Capital Management
California
$0
4
VBFP
4
Valtinson Bruner Financial Planning
Minnesota
$1.68M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$10.1M
Name Market Value Shares Shares
Change 		Shares
Change %
ST
1
Sageworth Trust
Pennsylvania
$16.7M 566,431 -124,525 -18%
OMC
2
Old Mission Capital
Illinois
$10.7M 361,709 +336,808 +1,353%
Osaic Holdings
3
Osaic Holdings
Arizona
$10.1M 342,185 -178,186 -34%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.34M 248,951 -62,085 -20%
OWA
5
Outlook Wealth Advisors
Texas
$6.68M 226,800 -102,573 -31%
Citadel Advisors
6
Citadel Advisors
Florida
$5.54M 187,818 -152,743 -45%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.51M 152,858 +6,704 +5%
PCM
8
Penserra Capital Management
California
$4.5M 152,540 -3,080 -2%
BA
9
Bellwether Advisors
Nebraska
$4.02M 136,493 -747 -0.5%
BPA
10
Beacon Pointe Advisors
California
$3.51M 118,943 -20,813 -15%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.4M 115,335 -38,747 -25%
SIA
12
Soltis Investment Advisors
Utah
$3.36M 114,083 +114,083 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.59M 87,983 -16,161 -16%
CFA
14
Carroll Financial Associates
North Carolina
$2.39M 81,250 -18,440 -18%
CAN
15
Cetera Advisor Networks
California
$2.27M 76,985 -4,704 -6%
AWM
16
AE Wealth Management
Kansas
$2.19M 74,424 -10,954 -13%
GCP
17
Gill Capital Partners
Colorado
$1.97M 66,984 -10,275 -13%
CP
18
Camelot Portfolios
Ohio
$1.76M 59,784 +9,659 +19%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$1.68M 56,850 -298,976 -84%
BMD
20
Better Money Decisions
New Mexico
$1.66M 56,206 – –
SHWM
21
Silicon Hills Wealth Management
Texas
$1.53M 52,031 -18,383 -26%
TWM
22
Tradition Wealth Management
Minnesota
$1.27M 43,237 -12,094 -22%
Truist Financial
23
Truist Financial
North Carolina
$1.19M 40,275 – –
ICG
24
InterOcean Capital Group
Tennessee
$1.11M 37,581 – –
CCM
25
Covington Capital Management
California
$950K 32,245 +500 +2%
1
2 3 4