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Innovator US Equity Power Buffer ETF September

192 hedge funds and large institutions have $541M invested in Innovator US Equity Power Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 92 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.64% less ownership

Funds ownership: 79.63%71.99% (-7.6%)

9% less funds holding

Funds holding: 210192 (-18)

26% less capital invested

Capital invested by funds: $727M → $541M (-$186M)

60% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 25

71% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 92

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
192
Holders Change
-18
Holders Change %
-8.57%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
10
Increased
27
Reduced
92
Closed
25
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$130M -$2.6M -66,289 -2%
PCM
2
Penserra Capital Management
California
$47.6M +$1.68M +42,858 +4%
SCA
3
Stuart Chaussee & Associates
California
$26M -$129K -3,284 -0.5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$25.2M +$1.75M +44,675 +7%
Osaic Holdings
5
Osaic Holdings
Arizona
$21.6M -$1.76M -44,830 -7%
HighTower Advisors
6
HighTower Advisors
Illinois
$20M -$2.1M -53,554 -9%
CAM
7
Cresset Asset Management
Illinois
$13.3M -$178K -4,530 -1%
Raymond James Financial
8
Raymond James Financial
Florida
$13.1M -$24.1M -614,040 -64%
LPL Financial
9
LPL Financial
California
$12.3M +$5.15M +131,130 +70%
KAS
10
Kestra Advisory Services
Texas
$12.1M -$477K -12,153 -4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.6M +$2.4M +61,040 +28%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$9.17M -$297K -7,575 -3%
MW
13
MBL Wealth
North Carolina
$7.87M -$346K -8,821 -4%
BPA
14
Beacon Pointe Advisors
California
$6.51M -$461K -11,746 -6%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$6.24M -$203K -5,167 -3%
Truist Financial
16
Truist Financial
North Carolina
$6.17M +$34.5K +880 +0.6%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$6.05M +$73.3K +1,868 +1%
BCM
18
Brookstone Capital Management
Illinois
$5.72M -$29.3M -745,987 -83%
YWS
19
Yarger Wealth Strategies
Ohio
$5.18M -$68.2K -1,737 -1%
William Blair & Company
20
William Blair & Company
Illinois
$4.01M -$52K -1,326 -1%
CA
21
CoreCap Advisors
Michigan
$3.95M -$62.9K -1,602 -2%
KWM
22
KFG Wealth Management
Indiana
$3.84M -$186K -4,736 -5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$3.8M -$1.68M -42,758 -30%
BA
24
Bellwether Advisors
Nebraska
$3.71M -$10.1K -257 -0.3%
WCM
25
Weaver Capital Management
Georgia
$3.1M -$563K -14,342 -15%

PSEP Hedge Fund Activity: Q1 2025 in Review

192 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF September (PSEP) for Q1 2025, worth a combined $541M — down 26% from $727M a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of PSEP and 10 opened new positions — a net loss of 15 holders — while 92 trimmed existing stakes and 27 added.

The largest buyer was LPL Financial, adding an estimated $5.15M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 192 institutional investors held Innovator US Equity Power Buffer ETF September (PSEP) as of Q1 2025, down from 210 in Q4 2024.
  • Funds reported $541M of Innovator US Equity Power Buffer ETF September stock for Q1 2025, down 26% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF September positions in Q1 2025 and 25 closed out, a net change of -15 holders.
  • The largest Innovator US Equity Power Buffer ETF September buyer in Q1 2025 was LPL Financial, an estimated $5.15M added.
  • The largest Innovator US Equity Power Buffer ETF September seller in Q1 2025 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q1 2025.