Innovator Power Buffer Step-Up Strategy ETF
PSTP
27 hedge funds and large institutions have $60.1M invested in Innovator Power Buffer Step-Up Strategy ETF in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 1 closing their positions.
600% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 1
29% more funds holding
Funds holding: 21 → 27 (+6)
5% more capital invested
Capital invested by funds: $57.5M → $60.1M (+$2.6M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.47% less ownership
Funds ownership: 79.45% → 76.98% (-2.5%)
25% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
+$4.56M |
| 2 |
AA
Aire Advisors
Beverly Hills,
California
|
+$1.12M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$408K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$313K |
| 5 |
CIA
Cape Investment Advisory
Mcdonough,
Georgia
|
+$283K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.01M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$947K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$417K |
| 4 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$79.9K |
| 5 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$63.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $3.36K | – | – | – |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $267 | +$272 | +10 | New |
|
|
OMC
28
Old Mission Capital
Chicago,
Illinois
| – | -$417K | -15,280 | Closed |
|
PSTP Hedge Fund Activity: Q3 2023 in Review
27 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q3 2023, worth a combined $60.1M — up 4.5% from $57.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PSTP positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 8 trimmed.
The largest buyer was Lineweaver Wealth Advisors, opening a new position worth an estimated $4.56M. The largest seller was Osaic Holdings, cutting an estimated $2.01M.
- 27 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q3 2023, up from 21 in Q2 2023.
- Funds reported $60.1M of Innovator Power Buffer Step-Up Strategy ETF stock for Q3 2023, up 4.5% quarter-over-quarter.
- 7 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q3 2023 and 1 closed out, a net change of +6 holders.
- The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q3 2023 was Lineweaver Wealth Advisors, an estimated $4.56M added.
- The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q3 2023 was Osaic Holdings, an estimated $2.01M sold.
Based on aggregated 13F filings for Q3 2023.