Innovator US Equity Power Buffer ETF September
PSEP
167 hedge funds and large institutions have $518M invested in Innovator US Equity Power Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 77 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
2% more funds holding
Funds holding: 163 → 167 (+4)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.09% less ownership
Funds ownership: 75.51% → 75.41% (-0.09%)
54% less capital inflows, than outflows
Capital inflows: $19.9M | Capital outflows: $43.5M
83% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 77
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.99M |
| 2 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$2.67M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.45M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.08M |
| 5 |
Penserra Capital Management
Orinda,
California
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$9.7M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$5.99M |
| 3 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$5.19M |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.49M |
| 5 |
Corrado Advisors
Ramsey,
New Jersey
|
-$1.8M |
PSEP Hedge Fund Activity: Q2 2024 in Review
167 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q2 2024, worth a combined $518M — down 4.5% from $542M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PSEP positions and 6 closed out — a net gain of 8 holders — while 13 added to existing stakes and 77 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $7.99M. The largest seller was AllianceBernstein, cutting an estimated $9.7M.
- 167 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q2 2024, up from 163 in Q1 2024.
- Funds reported $518M of Innovator US Equity Power Buffer ETF September stock for Q2 2024, down 4.5% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF September positions in Q2 2024 and 6 closed out, a net change of +8 holders.
- The largest Innovator US Equity Power Buffer ETF September buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $7.99M added.
- The largest Innovator US Equity Power Buffer ETF September seller in Q2 2024 was AllianceBernstein, an estimated $9.7M sold.
Based on aggregated 13F filings for Q2 2024.