Innovator US Equity Power Buffer ETF September
PSEP
161 hedge funds and large institutions have $570M invested in Innovator US Equity Power Buffer ETF September in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 10 closing their positions.
110% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 10
92% more capital inflows, than outflows
Capital inflows: $51.3M | Capital outflows: $26.7M
5% more funds holding
Funds holding: 153 → 161 (+8)
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
0.75% more ownership
Funds ownership: 74.34% → 75.09% (+0.75%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$11.1M |
| 2 |
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$7.72M |
| 3 |
Penserra Capital Management
Orinda,
California
|
+$5.68M |
| 4 |
LPL Financial
San Diego,
California
|
+$3.65M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$3.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$4.57M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.08M |
| 3 |
MAI Capital Management
Independence,
Ohio
|
-$2.15M |
| 4 |
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
-$1.77M |
| 5 |
City Holding Co
Charleston,
West Virginia
|
-$1.44M |
PSEP Hedge Fund Activity: Q4 2023 in Review
161 of the 6,876 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q4 2023, worth a combined $570M — up 11% from $511M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new PSEP positions and 10 closed out — a net gain of 11 holders — while 49 added to existing stakes and 47 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $11.1M. The largest seller was Janney Montgomery Scott, cutting an estimated $4.57M.
- 161 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q4 2023, up from 153 in Q3 2023.
- Funds reported $570M of Innovator US Equity Power Buffer ETF September stock for Q4 2023, up 11% quarter-over-quarter.
- 21 funds opened new Innovator US Equity Power Buffer ETF September positions in Q4 2023 and 10 closed out, a net change of +11 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q4 2023 was Brookstone Capital Management, an estimated $11.1M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q4 2023 was Janney Montgomery Scott, an estimated $4.57M sold.
Based on aggregated 13F filings for Q4 2023.