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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

47 hedge funds and large institutions have $78.2M invested in Innovator US Equity Ultra Buffer ETF September in 2023 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
+6
Holders Change %
+14.63%
% of All Funds
0.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
9
Reduced
16
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$3.54M
2
PCA
Prosperity Capital Advisors
Ohio
+$1.54M
3
Citadel Advisors
Citadel Advisors
Florida
+$491K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$247K
5
CA
Cetera Advisors
Colorado
+$239K

Top Sellers

1
MMA
Miracle Mile Advisors
California
-$15.9M
2
ST
Sageworth Trust
Pennsylvania
-$7.36M
3
OWA
Outlook Wealth Advisors
Texas
-$1.77M
4
HighTower Advisors
HighTower Advisors
Illinois
-$902K
5
OMC
Old Mission Capital
Illinois
-$725K
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
26
Miracle Mile Advisors
California
$289K -$15.9M -578,161 -98%
MCC
27
Money Concepts Capital
Florida
$288K -$93.2K -9,554 -24%
AWM
28
Atticus Wealth Management
Florida
$275K – – –
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$247K +$247K +8,988 New
CA
30
Cetera Advisors
Colorado
$239K +$239K +8,679 New
HI
31
Harbour Investments
Wisconsin
$214K -$48.7K -1,770 -19%
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$207K +$207K +7,532 New
SWM
33
Sugarloaf Wealth Management
Georgia
$172K – – –
Morgan Stanley
34
Morgan Stanley
New York
$124K +$27.5K +1,000 +29%
UBS Group
35
UBS Group
Switzerland
$101K -$16.7K -609 -14%
WP
36
WealthPLAN Partners
Nebraska
$98.3K +$98.3K +3,575 New
SWM
37
Spire Wealth Management
Virginia
$63.2K – – –
AWM
38
Avior Wealth Management
Nebraska
$55K +$55K +2,000 New
IA
39
IFP Advisors
Florida
$51.6K -$126K -5,131 -71%
AAP
40
Arax Advisory Partners
Colorado
$29.2K – – –
SHIM
41
Stone House Investment Management
Pennsylvania
$25.3K +$25.3K +920 New
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$23K -$7.76K -277 -25%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$13.7K – – –
NFSG
44
Newbridge Financial Services Group
Florida
$2.04K – – –
AAS
45
Ameritas Advisory Services
Nebraska
$1.39K +$1.39K +50 New
IF
46
Integrity Financial
Wyoming
$1.05K – – –
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$706 +$19 +708 +3%
HighTower Advisors
48
HighTower Advisors
Illinois
– -$902K -34,156 Closed
MML Investors Services
49
MML Investors Services
Massachusetts
– -$295K -11,179 Closed
FA
50
Fermata Advisors
California
– -$290K -10,992 Closed
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