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Innovator US Equity Ultra Buffer ETF September

5 hedge funds and large institutions have $1.35M invested in Innovator US Equity Ultra Buffer ETF September in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

50.9% more ownership

Funds ownership: 0%50.9% (+51%)

Holders
5
Holders Change
+5
Holders Change %
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
1
Carson Wealth (CWM LLC)
Nebraska
$710K +$627K +25,252 New
Jane Street
2
Jane Street
New York
$278K +$278K +11,196 New
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$238K +$238K +9,600 New
AG
4
Advisor Group
Arizona
$69K +$69.4K +2,798 New
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$51K +$50.9K +2,050 New

USEP Hedge Fund Activity: Q3 2019 in Review

5 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF September (USEP) for Q3 2019, worth a combined $1.35M.

Buyers outnumbered sellers: 5 funds opened new USEP positions and 0 closed out — a net gain of 5 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Carson Wealth (CWM LLC), opening a new position worth an estimated $627K.

  • 5 institutional investors held Innovator US Equity Ultra Buffer ETF September (USEP) as of Q3 2019, up from 0 in Q2 2019.
  • Funds reported $1.35M of Innovator US Equity Ultra Buffer ETF September stock for Q3 2019.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF September positions in Q3 2019 and 0 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Ultra Buffer ETF September buyer in Q3 2019 was Carson Wealth (CWM LLC), an estimated $627K added.

Based on aggregated 13F filings for Q3 2019.