Innovator US Equity Power Buffer ETF September
PSEP
153 hedge funds and large institutions have $513M invested in Innovator US Equity Power Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 38 increasing their positions, 61 reducing their positions, and 12 closing their positions.
216% more capital inflows, than outflows
Capital inflows: $99.5M | Capital outflows: $31.5M
4.75% more ownership
Funds ownership: 72.51% → 77.26% (+4.8%)
8% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 12
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less funds holding
Funds holding: 154 → 153 (-1)
38% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 61
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Transform Wealth
Greenwood Village,
Colorado
|
+$26.3M |
| 2 |
L.J. Altfest & Co
New York
|
+$17.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$15M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.99M |
| 5 |
Atria Investments
Charlotte,
North Carolina
|
+$6.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Steward Financial Group
Colleyville,
Texas
|
-$9.6M |
| 2 |
MAI Capital Management
Independence,
Ohio
|
-$2.21M |
| 3 |
Range Financial Group
Tigard,
Oregon
|
-$2.04M |
| 4 |
World Investment Advisors
Santa Barbara,
California
|
-$1.83M |
| 5 |
Sunbelt Securities
Houston,
Texas
|
-$1.81M |
PSEP Hedge Fund Activity: Q1 2023 in Review
153 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2023, worth a combined $513M — up 20% from $426M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PSEP positions and 12 closed out — a net gain of 1 holder — while 38 added to existing stakes and 61 trimmed.
The largest buyer was Transform Wealth, adding an estimated $26.3M. The largest seller was Steward Financial Group, cutting an estimated $9.6M.
- 153 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2023, down from 154 in Q4 2022.
- Funds reported $513M of Innovator US Equity Power Buffer ETF September stock for Q1 2023, up 20% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2023 and 12 closed out, a net change of +1 holder.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2023 was Transform Wealth, an estimated $26.3M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q1 2023 was Steward Financial Group, an estimated $9.6M sold.
Based on aggregated 13F filings for Q1 2023.