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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

62 hedge funds and large institutions have $40.8M invested in Innovator US Equity Ultra Buffer ETF September in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
62
Holders Change
+7
Holders Change %
+12.73%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
3
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$1.71M
2
OMC
Old Mission Capital
Illinois
+$1.51M
3
PCA
Prosperity Capital Advisors
Ohio
+$1.47M
4
AF
Allworth Financial
California
+$468K
5
Citadel Advisors
Citadel Advisors
Florida
+$446K

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$1.43M
2
OWA
Outlook Wealth Advisors
Texas
-$768K
3
BCM
Brookstone Capital Management
Illinois
-$681K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$612K
5
AIC
Archer Investment Corporation
Indiana
-$308K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$472K -$188K -5,574 -29%
AF
27
Allworth Financial
California
$468K +$468K +13,790 New
Citadel Advisors
28
Citadel Advisors
Florida
$446K +$446K +13,214 New
OWA
29
Outlook Wealth Advisors
Texas
$429K -$768K -25,628 -64%
CA
30
Continuum Advisory
Idaho
$427K -$642 -19 -0.2%
AWM
31
AE Wealth Management
Kansas
$349K -$676 -20 -0.2%
FFG
32
Fiduciary Financial Group
California
$346K +$346K +10,200 New
AWM
33
Atticus Wealth Management
Florida
$338K – – –
BFG
34
Berger Financial Group
Minnesota
$324K – – –
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$319K +$319K +9,430 New
CWG
36
Cornerstone Wealth Group
North Carolina
$318K – – –
MMA
37
Miracle Mile Advisors
California
$305K – – –
RJFSA
38
Raymond James Financial Services Advisors
Florida
$299K – – –
Wolverine Trading
39
Wolverine Trading
Illinois
$275K +$275K +8,146 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$241K -$612K -18,111 -72%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$239K -$96.4K -2,855 -29%
FA
42
FC Advisory
Pennsylvania
$232K -$338 -10 -0.1%
HWM
43
HFG Wealth Management
Texas
$230K – – –
VWA
44
Visionary Wealth Advisors
Illinois
$230K – – –
HI
45
Harbour Investments
Wisconsin
$220K – – –
SWA
46
Strata Wealth Advisors
Texas
$217K – – –
FA
47
Fermata Advisors
California
$213K – – –
SWM
48
Sugarloaf Wealth Management
Georgia
$211K – – –
RA
49
RFG Advisory
Alabama
$207K -$6.86K -203 -3%
FPCP
50
Fort Point Capital Partners
California
$203K +$203K +6,000 New
1
2
3