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Innovator US Equity Power Buffer ETF September
PSEP

Overview Fund Activity

141 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF September in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 14 increasing their positions, 81 reducing their positions, and 19 closing their positions.

Holders
141
Holders Change
-10
Holders Change %
-6.62%
% of All Funds
2.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
9
Increased
14
Reduced
81
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$20.5M
2
CA
2
CoreCap Advisors
Michigan
$1.26M
3
BWM
3
Brown Wealth Management
Illinois
$1.13M
4
TC
4
TownSquare Capital
Utah
$1.32M
5
LPL Financial
5
LPL Financial
California
$749K

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$23.2M
2
TW
2
Transform Wealth
Colorado
$9.09M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$8.3M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$5.17M
5
AI
5
Atria Investments
North Carolina
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$107M 3,275,408 -170,297 -5%
LJAC
2
L.J. Altfest & Co
New York
$39.3M 1,201,846 +8,690 +0.7%
SCA
3
Stuart Chaussee & Associates
California
$23.2M 708,638 -735,640 -51%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$21.8M 666,654 -14,943 -2%
PCM
5
Penserra Capital Management
California
$20.5M 627,036 +67,046 +12%
TW
6
Transform Wealth
Colorado
$9.09M 277,905 -615,239 -69%
Osaic Holdings
7
Osaic Holdings
Arizona
$8.3M 253,770 -481,029 -65%
MW
8
MBL Wealth
North Carolina
$7.98M 244,100 -5,745 -2%
JGCM
9
Joseph Group Capital Management
Ohio
$7.08M 216,530 -152,457 -41%
OWA
10
Outlook Wealth Advisors
Texas
$6.7M 204,693 -7,643 -4%
DIM
11
Delta Investment Management
California
$6.17M 188,534 -4,539 -2%
AWM
12
AE Wealth Management
Kansas
$5.77M 176,319 -243 -0.1%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.47M 167,111 -17,709 -10%
LNC
14
Lincoln National Corp
Pennsylvania
$5.45M 166,662 +3,963 +2%
FMWA
15
Forvis Mazars Wealth Advisors
Missouri
$5.22M 159,698 -3,144 -2%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.17M 157,947 -408,520 -72%
BA
17
Bellwether Advisors
Nebraska
$4.79M 146,552 -290 -0.2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.52M 138,288 +3,510 +3%
BPA
19
Beacon Pointe Advisors
California
$4.52M 138,092 -9,652 -7%
SFG
20
Steward Financial Group
Texas
$4.49M 137,180 -55,334 -29%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.43M 135,511 -13,344 -9%
CAN
22
Cetera Advisor Networks
California
$3.76M 115,003 -46,923 -29%
Truist Financial
23
Truist Financial
North Carolina
$3.59M 109,602 +184 +0.2%
KAS
24
Kestra Advisory Services
Texas
$3.45M 105,517 -2,629 -2%
CHC
25
City Holding Co
West Virginia
$3.4M 104,125 -9,300 -8%
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