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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 %
CA
76
CoreCap Advisors
Michigan
– -$92.7K -2,635 Closed
1 2 3
4