Innovator US Equity Power Buffer ETF September
PSEP
163 hedge funds and large institutions have $542M invested in Innovator US Equity Power Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 82 reducing their positions, and 12 closing their positions.
17% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 12
1% more funds holding
Funds holding: 161 → 163 (+2)
0.42% more ownership
Funds ownership: 75.09% → 75.51% (+0.42%)
50% less funds holding in top 10
Funds holding in top 10: 6 → 3 (-3)
68% less capital inflows, than outflows
Capital inflows: $25.7M | Capital outflows: $80.2M
77% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 82
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$6.7M |
| 2 |
Kestra Advisory Services
Austin,
Texas
|
+$4.85M |
| 3 |
Penserra Capital Management
Orinda,
California
|
+$2.57M |
| 4 |
Jane Street
New York
|
+$2.25M |
| 5 |
CreativeOne Wealth
Overland Park,
Kansas
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$28.8M |
| 2 |
MAI Capital Management
Independence,
Ohio
|
-$9.8M |
| 3 |
Outlook Wealth Advisors
Shenandoah,
Texas
|
-$6.01M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$5.22M |
| 5 |
AE Wealth Management
Topeka,
Kansas
|
-$2.69M |
PSEP Hedge Fund Activity: Q1 2024 in Review
163 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2024, worth a combined $542M — down 4.9% from $570M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSEP positions and 12 closed out — a net gain of 2 holders — while 19 added to existing stakes and 82 trimmed.
The largest buyer was Cetera Investment Advisers, adding an estimated $6.7M. The largest seller was Brookstone Capital Management, cutting an estimated $28.8M.
- 163 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2024, up from 161 in Q4 2023.
- Funds reported $542M of Innovator US Equity Power Buffer ETF September stock for Q1 2024, down 4.9% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2024 and 12 closed out, a net change of +2 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2024 was Cetera Investment Advisers, an estimated $6.7M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q1 2024 was Brookstone Capital Management, an estimated $28.8M sold.
Based on aggregated 13F filings for Q1 2024.