Innovator Power Buffer Step-Up Strategy ETF
PSTP
27 hedge funds and large institutions have $61.4M invested in Innovator Power Buffer Step-Up Strategy ETF in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 4 closing their positions.
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
2% more capital invested
Capital invested by funds: $60.1M → $61.4M (+$1.23M)
0% more funds holding
Funds holding: 27 → 27 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0.12% less ownership
Funds ownership: 76.98% → 76.86% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$1.35M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$756K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$654K |
| 4 |
SS
Sunbelt Securities
Houston,
Texas
|
+$614K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$570K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$5.09M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$489K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$406K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$333K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$280K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Morgan Stanley
New York
| $7.11K | +$3.43K | +126 | +100% |
|
|
DFA
27
DHJJ Financial Advisors
Naperville,
Illinois
| $283 | – | – | – |
|
|
SPC
28
Sigma Planning Corp
Ann Arbor,
Michigan
| – | -$5.09M | -191,031 | Closed |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| – | -$333K | -12,491 | Closed |
|
|
WIA
30
World Investment Advisors
Santa Barbara,
California
| – | -$280K | -10,509 | Closed |
|
|
AWA
31
Arkadios Wealth Advisors
Atlanta,
Georgia
| – | -$217K | -8,130 | Closed |
|
PSTP Hedge Fund Activity: Q4 2023 in Review
27 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Power Buffer Step-Up Strategy ETF (PSTP) for Q4 2023, worth a combined $61.4M — up 2% from $60.1M a quarter earlier.
Fund positioning in PSTP was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 7 trimmed.
The largest buyer was KFG Wealth Management, adding an estimated $1.35M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $5.09M sold.
- 27 institutional investors held Innovator Power Buffer Step-Up Strategy ETF (PSTP) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $61.4M of Innovator Power Buffer Step-Up Strategy ETF stock for Q4 2023, up 2% quarter-over-quarter.
- 4 funds opened new Innovator Power Buffer Step-Up Strategy ETF positions in Q4 2023 and 4 closed out, a net change of 0 holders.
- The largest Innovator Power Buffer Step-Up Strategy ETF buyer in Q4 2023 was KFG Wealth Management, an estimated $1.35M added.
- The largest Innovator Power Buffer Step-Up Strategy ETF seller in Q4 2023 was Sigma Planning Corp, an estimated $5.09M sold.
Based on aggregated 13F filings for Q4 2023.