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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

76 hedge funds and large institutions have $142M invested in Innovator US Equity Ultra Buffer ETF September in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+8
Holders Change %
+11.76%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
14
Increased
13
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$30.6M
2
TPW
Talon Private Wealth
Florida
$9.74M
3
ASN
Advisory Services Network
Georgia
$1.31M
4
SAG
SageView Advisory Group
California
$2.12M
5
OMC
Old Mission Capital
Illinois
$647K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
2
KWA
Kellett Wealth Advisors
Ohio
$30.4M
3
WFAG
Worth Financial Advisory Group
North Carolina
$0
4
HWM
HFG Wealth Management
Texas
$0
5
GS
GTS Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MMA
51
Miracle Mile Advisors
California
$317K – – –
AWM
52
Accurate Wealth Management
Florida
$292K +$15.4K +437 +6%
IWM
53
IHT Wealth Management
Illinois
$287K – – –
PWA
54
Physician Wealth Advisors
Utah
$259K – – –
FIA
55
Foundations Investment Advisors
Arizona
$255K +$255K +7,240 New
FA
56
FC Advisory
Pennsylvania
$242K – – –
VWA
57
Visionary Wealth Advisors
Illinois
$239K – – –
RAS
58
RPS Advisory Solutions
Kentucky
$228K -$8.87K -252 -4%
SWM
59
Sugarloaf Wealth Management
Georgia
$220K – – –
MFS
60
Miller Financial Services
Michigan
$219K +$219K +6,230 New
FPCP
61
Fort Point Capital Partners
California
$211K – – –
Citadel Advisors
62
Citadel Advisors
Florida
$209K -$193K -5,480 -48%
SPC
63
Sigma Planning Corp
Michigan
$208K -$143K -4,049 -41%
WP
64
WealthShield Partners
North Carolina
$187K – – –
TC
65
Truvestments Capital
Florida
$153K – – –
SPIA
66
Steward Partners Investment Advisory
New York
$150K – – –
Morgan Stanley
67
Morgan Stanley
New York
$123K – – –
APW
68
Atlantic Private Wealth
North Carolina
$123K – – –
CA
69
CoreCap Advisors
Michigan
$92.7K -$1.65K -47 -2%
DFA
70
DHJJ Financial Advisors
Illinois
$41.9K – – –
FNWA
71
Financial Network Wealth Advisors
Utah
$41.6K – – –
Barclays
72
Barclays
United Kingdom
$24K +$24K +669 New
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$18K – – –
AAP
74
Arax Advisory Partners
Colorado
$15.4K – – –
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
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3
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