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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

27 hedge funds and large institutions have $39.7M invested in Innovator US Equity Ultra Buffer ETF September in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
27
Holders Change
+18
Holders Change %
+200%
% of All Funds
0.55%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
22
Increased
2
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CAS
Cascadia Advisory Services
Oregon
+$10.2M
2
AI
Atria Investments
North Carolina
+$10.1M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.89M
4
CRWM
Castle Rock Wealth Management
California
+$3.16M
5
DLHL
Donald L. Hagan LLC
Florida
+$1.97M

Top Sellers

1
TFS
TrustCore Financial Services
Tennessee
-$6.79M
2
Citadel Advisors
Citadel Advisors
Florida
-$779K
3
OMC
Old Mission Capital
Illinois
-$189K
4
CAN
Cetera Advisor Networks
California
-$30K
5
UBS Group
UBS Group
Switzerland
-$2K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
26
Advisory Services Network
Georgia
$10K +$10K +380 New
TFS
27
TrustCore Financial Services
Tennessee
– -$6.79M -267,744 Closed
Citadel Advisors
28
Citadel Advisors
Florida
– -$779K -30,746 Closed
CAN
29
Cetera Advisor Networks
California
– -$30K -1,200 Closed
UBS Group
30
UBS Group
Switzerland
– -$2K -72 Closed
1
2