Innovator US Equity Power Buffer ETF September
PSEP
81 hedge funds and large institutions have $167M invested in Innovator US Equity Power Buffer ETF September in 2021 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 16 reducing their positions, and 8 closing their positions.
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
88% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 16
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
46% more capital invested
Capital invested by funds: $114M → $167M (+$52.8M)
37% more funds holding
Funds holding: 59 → 81 (+22)
15.6% more ownership
Funds ownership: 45.21% → 60.81% (+16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$23.4M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.1M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.93M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$3.22M |
| 5 |
HCIA
Hochman Cole Investment Advisors
Deerfield,
Illinois
|
+$3.18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$9.72M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$5.12M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$2.03M |
| 4 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$1.98M |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$1.41M |
PSEP Hedge Fund Activity: Q3 2021 in Review
81 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q3 2021, worth a combined $167M — up 46% from $114M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new PSEP positions and 8 closed out — a net gain of 22 holders — while 30 added to existing stakes and 16 trimmed.
The largest buyer was Personal CFO Solutions, opening a new position worth an estimated $23.4M. The largest seller was Old Mission Capital, cutting an estimated $9.72M.
- 81 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q3 2021, up from 59 in Q2 2021.
- Funds reported $167M of Innovator US Equity Power Buffer ETF September stock for Q3 2021, up 46% quarter-over-quarter.
- 30 funds opened new Innovator US Equity Power Buffer ETF September positions in Q3 2021 and 8 closed out, a net change of +22 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q3 2021 was Personal CFO Solutions, an estimated $23.4M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q3 2021 was Old Mission Capital, an estimated $9.72M sold.
Based on aggregated 13F filings for Q3 2021.