Innovator US Equity Power Buffer ETF September
PSEP
99 hedge funds and large institutions have $185M invested in Innovator US Equity Power Buffer ETF September in 2022 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 34 reducing their positions, and 10 closing their positions.
78% more capital inflows, than outflows
Capital inflows: $51.8M | Capital outflows: $29M
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
7.83% more ownership
Funds ownership: 59.92% → 67.76% (+7.8%)
0% more funds holding
Funds holding: 99 → 99 (0)
26% less repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transform Wealth
Greenwood Village,
Colorado
|
+$31.5M |
| 2 |
Soltis Investment Advisors
St. George,
Utah
|
+$10M |
| 3 |
Penserra Capital Management
Orinda,
California
|
+$1.32M |
| 4 |
Beacon Pointe Advisors
Newport Beach,
California
|
+$958K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$690K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sageworth Trust
Lancaster,
Pennsylvania
|
-$11.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$3.33M |
| 3 |
Advisory Alpha
Holland,
Michigan
|
-$2.07M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.07M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.85M |
PSEP Hedge Fund Activity: Q1 2022 in Review
99 of the 6,363 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2022, worth a combined $185M — up 12% from $165M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PSEP positions and 10 closed out — a net gain of 3 holders — while 25 added to existing stakes and 34 trimmed.
The largest buyer was Transform Wealth, adding an estimated $31.5M. The largest seller was Sageworth Trust, cutting an estimated $11.5M.
- 99 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2022, unchanged from Q4 2021.
- Funds reported $185M of Innovator US Equity Power Buffer ETF September stock for Q1 2022, up 12% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2022 and 10 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2022 was Transform Wealth, an estimated $31.5M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q1 2022 was Sageworth Trust, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2022.