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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP

52 hedge funds and large institutions have $61.2M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2024 Q3 according to their latest regulatory filings, with 52 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

58.63% more ownership

Funds ownership: 0% → 58.63% (+59%)

Holders
52
Holders Change
+52
Holders Change %
–
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
52
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$10.1M
2
TF
Trek Financial
Arizona
+$8.36M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.29M
4
CF
Centaurus Financial
California
+$3.18M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.15M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
26
Commonwealth Financial Services
West Virginia
$449K +$447K +18,074 New
WIM
27
WealthPlan Investment Management
Nebraska
$420K +$418K +16,906 New
MML Investors Services
28
MML Investors Services
Massachusetts
$412K +$409K +16,551 New
KWM
29
Kingsview Wealth Management
Oregon
$395K +$393K +15,886 New
SPIA
30
Steward Partners Investment Advisory
New York
$387K +$385K +15,574 New
SFA
31
Souders Financial Advisors
Ohio
$366K +$364K +14,713 New
HI
32
Harbour Investments
Wisconsin
$318K +$316K +12,787 New
SIA
33
Soltis Investment Advisors
Utah
$312K +$310K +12,562 New
GEA
34
Glen Eagle Advisors
New Jersey
$309K +$307K +12,425 New
PA
35
PFG Advisors
Arizona
$294K +$292K +11,828 New
W
36
WPWealth
Texas
$290K +$289K +11,680 New
DAS
37
Dynamic Advisor Solutions
Arizona
$290K +$288K +11,664 New
SWA
38
Stratos Wealth Advisors
Ohio
$252K +$251K +10,145 New
FA
39
FSA Advisors
Michigan
$232K +$231K +9,340 New
TWM
40
Tradition Wealth Management
Minnesota
$232K +$230K +9,324 New
CA
41
Continuum Advisory
Idaho
$230K +$227K +9,189 New
AIC
42
Archer Investment Corporation
Indiana
$227K +$225K +9,112 New
SVWAG
43
Sound View Wealth Advisors Group
Georgia
$218K +$216K +8,746 New
CA
44
Clearstead Advisors
Ohio
$211K +$210K +8,495 New
VWA
45
Visionary Wealth Advisors
Illinois
$202K +$201K +8,130 New
MFGM
46
Marshall Financial Group (Maryland)
Maryland
$202K +$201K +8,119 New
MFG
47
MTM Financial Group
Pennsylvania
$202K +$200K +8,109 New
Osaic Holdings
48
Osaic Holdings
Arizona
$91K +$90.4K +3,657 New
SWM
49
Sugarloaf Wealth Management
Georgia
$57.9K +$57.5K +2,327 New
PS
50
Principal Securities
Iowa
$56.5K +$56.1K +2,272 New
1
2
3

ZSEP Hedge Fund Activity: Q3 2024 in Review

52 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) for Q3 2024, worth a combined $61.2M.

Buyers outnumbered sellers: 52 funds opened new ZSEP positions and 0 closed out — a net gain of 52 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $10.1M.

  • 52 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $61.2M of Innovator Equity Defined Protection ETF - 1 Yr September stock for Q3 2024.
  • 52 funds opened new Innovator Equity Defined Protection ETF - 1 Yr September positions in Q3 2024 and 0 closed out, a net change of +52 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr September buyer in Q3 2024 was Cambridge Investment Research Advisors, an estimated $10.1M added.

Based on aggregated 13F filings for Q3 2024.