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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

68 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 26 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
–
Holders Change %
0%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
5
Increased
13
Reduced
26
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
$6.17M
2
SA
Sovran Advisors
California
$22.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.1M
4
PA
PFG Advisors
Arizona
$524K
5
PCA
Prosperity Capital Advisors
Ohio
$5.1M

Top Sellers

1
KWA
Kellett Wealth Advisors
Ohio
$22.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.82M
3
FIA
Foundations Investment Advisors
Arizona
$232K
4
OMC
Old Mission Capital
Illinois
$591K
5
FA
Fermata Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Physician Wealth Advisors
Utah
$271K – – –
FIA
52
Foundations Investment Advisors
Arizona
$232K -$573K -15,555 -71%
RAS
53
RPS Advisory Solutions
Kentucky
$225K -$11K -299 -5%
VPF
54
Vantage Point Financial
Illinois
$211K +$211K +5,728 New
FA
55
FC Advisory
Pennsylvania
$208K +$208K +5,656 New
TPW
56
Talon Private Wealth
Florida
$188K -$69.7K -1,892 -27%
Barclays
57
Barclays
United Kingdom
$180K +$180K +4,870 +48,700%
TC
58
Truvestments Capital
Florida
$160K – – –
Morgan Stanley
59
Morgan Stanley
New York
$129K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$124K -$33.2K -900 -21%
WP
61
WealthShield Partners
North Carolina
$111K -$95.8K -2,599 -46%
UBS Group
62
UBS Group
Switzerland
$84.1K +$11.1K +301 +15%
DFA
63
DHJJ Financial Advisors
Illinois
$43.9K – – –
FNWA
64
Financial Network Wealth Advisors
Utah
$43.6K – – –
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18K – – –
AAP
66
Arax Advisory Partners
Colorado
$16.1K – – –
IWM
67
IMG Wealth Management
Florida
$13.2K +$13.2K +357 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
FA
69
Fermata Advisors
California
– -$316K -9,174 Closed
RWM
70
Riverchase Wealth Management
Texas
– -$300K -8,719 Closed
VWA
71
Visionary Wealth Advisors
Illinois
– -$234K -6,804 Closed
OCFG
72
O'Connor Financial Group
Illinois
– -$224K -6,509 Closed
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