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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

55 hedge funds and large institutions have $38.2M invested in Innovator US Equity Ultra Buffer ETF September in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+2
Holders Change %
+3.77%
% of All Funds
0.8%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
5
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$327K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$243K
3
RA
RFG Advisory
Alabama
+$209K
4
FA
Fermata Advisors
California
+$207K
5
KWM
KFG Wealth Management
Indiana
+$39.8K

Top Sellers

1
SAG
SageView Advisory Group
California
-$14.7M
2
OWA
Outlook Wealth Advisors
Texas
-$14M
3
BCM
Brookstone Capital Management
Illinois
-$13.7M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.96M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
26
Avantax Advisory Services
Texas
$468K – – –
CA
27
Continuum Advisory
Idaho
$419K -$4.47K -135 -1%
AWM
28
AE Wealth Management
Kansas
$341K -$26.5K -805 -7%
AWM
29
Atticus Wealth Management
Florida
$329K – – –
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$327K +$327K +9,934 New
BFG
31
Berger Financial Group
Minnesota
$316K – – –
CWG
32
Cornerstone Wealth Group
North Carolina
$310K – – –
MMA
33
Miracle Mile Advisors
California
$297K – – –
RJFSA
34
Raymond James Financial Services Advisors
Florida
$292K – – –
SAG
35
SageView Advisory Group
California
$251K -$14.7M -436,686 -98%
FA
36
FC Advisory
Pennsylvania
$226K – – –
HWM
37
HFG Wealth Management
Texas
$224K -$16.7K -507 -7%
VWA
38
Visionary Wealth Advisors
Illinois
$224K – – –
HI
39
Harbour Investments
Wisconsin
$215K – – –
SWA
40
Strata Wealth Advisors
Texas
$211K – – –
RA
41
RFG Advisory
Alabama
$209K +$209K +6,336 New
FA
42
Fermata Advisors
California
$207K +$207K +6,298 New
SWM
43
Sugarloaf Wealth Management
Georgia
$205K – – –
WP
44
WealthShield Partners
North Carolina
$187K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$156K -$3.96M -120,310 -96%
Morgan Stanley
46
Morgan Stanley
New York
$115K -$115K -3,500 -50%
APW
47
Atlantic Private Wealth
North Carolina
$115K – – –
SPIA
48
Steward Partners Investment Advisory
New York
$111K – – –
DFA
49
DHJJ Financial Advisors
Illinois
$98.5K -$6.59K -200 -6%
UBS Group
50
UBS Group
Switzerland
$38.2K +$34.4K +1,043 +907%
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