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Innovator US Equity Ultra Buffer ETF September
USEP

Overview Fund Activity

68 hedge funds and large institutions have $97.6M invested in Innovator US Equity Ultra Buffer ETF September in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 31 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-8
Holders Change %
-10.53%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
3
Increased
9
Reduced
31
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SA
Sovran Advisors
California
+$1.09M
2
PCA
Prosperity Capital Advisors
Ohio
+$550K
3
FIA
Foundations Investment Advisors
Arizona
+$503K
4
SW
Simplicity Wealth
New Jersey
+$402K
5
OMC
Old Mission Capital
Illinois
+$268K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$28.2M
2
TPW
Talon Private Wealth
Florida
-$9.46M
3
KWA
Kellett Wealth Advisors
Ohio
-$1.18M
4
SAG
SageView Advisory Group
California
-$843K
5
KWM
KFG Wealth Management
Indiana
-$590K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
Physician Wealth Advisors
Utah
$253K – – –
TPW
52
Talon Private Wealth
Florida
$245K -$9.46M -269,837 -97%
VWA
53
Visionary Wealth Advisors
Illinois
$234K – – –
OCFG
54
O'Connor Financial Group
Illinois
$224K -$240K -6,977 -52%
RAS
55
RPS Advisory Solutions
Kentucky
$220K -$2.86K -83 -1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$207K +$207K +6,012 New
WP
57
WealthShield Partners
North Carolina
$193K +$10.1K +294 +6%
TC
58
Truvestments Capital
Florida
$149K – – –
SPIA
59
Steward Partners Investment Advisory
New York
$147K – – –
Morgan Stanley
60
Morgan Stanley
New York
$120K – – –
UBS Group
61
UBS Group
Switzerland
$68.2K +$68.1K +1,980 +198,000%
DFA
62
DHJJ Financial Advisors
Illinois
$41K – – –
FNWA
63
Financial Network Wealth Advisors
Utah
$40.7K – – –
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$17K – – –
AAP
65
Arax Advisory Partners
Colorado
$15K – – –
Carson Wealth (CWM LLC)
66
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
Jane Street
67
Jane Street
New York
– -$407K -11,563 Closed
ACM
68
AlphaStar Capital Management
North Carolina
– -$330K -9,388 Closed
AWM
69
Accurate Wealth Management
Florida
– -$292K -8,286 Closed
IWM
70
IHT Wealth Management
Illinois
– -$287K -8,160 Closed
FA
71
FC Advisory
Pennsylvania
– -$242K -6,862 Closed
MFS
72
Miller Financial Services
Michigan
– -$219K -6,230 Closed
FPCP
73
Fort Point Capital Partners
California
– -$211K -6,000 Closed
SPC
74
Sigma Planning Corp
Michigan
– -$208K -5,897 Closed
APW
75
Atlantic Private Wealth
North Carolina
– -$123K -3,500 Closed
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