ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP

Overview Fund Activity

55 hedge funds and large institutions have $63.4M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
55
Holders Change
+4
Holders Change %
+7.84%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
13
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M
2
OMC
2
Old Mission Capital
Illinois
$1.13M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.59M
4
LWMI
4
Legacy Wealth Management (Idaho)
Idaho
$482K
5
LIS
5
Legacy Investment Solutions
Idaho
$482K

Top Sellers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$3.01M
2
Jane Street
2
Jane Street
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$238K
4
WP
4
WealthPLAN Partners
Nebraska
$0
5
CF
5
Centaurus Financial
California
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIS
26
Legacy Investment Solutions
Idaho
$482K +$482K +19,057 New
CFS
27
Commonwealth Financial Services
West Virginia
$453K – – –
W
28
WorthPointe
California
$411K +$411K +16,381 New
MML Investors Services
29
MML Investors Services
Massachusetts
$403K -$12.6K -502 -3%
SPIA
30
Steward Partners Investment Advisory
New York
$391K – – –
SFA
31
Souders Financial Advisors
Ohio
$369K – – –
ASN
32
Advisory Services Network
Georgia
$365K +$365K +14,560 New
HI
33
Harbour Investments
Wisconsin
$346K +$24.8K +990 +8%
KWM
34
Kingsview Wealth Management
Oregon
$316K -$82.8K -3,302 -21%
SIA
35
Soltis Investment Advisors
Utah
$315K – – –
W
36
WPWealth
Texas
$293K – – –
SWM
37
Spire Wealth Management
Virginia
$291K +$291K +11,600 New
SVWAG
38
Sound View Wealth Advisors Group
Georgia
$287K +$67.3K +2,683 +31%
AIC
39
Archer Investment Corporation
Indiana
$271K +$42.8K +1,705 +19%
MA
40
Mutual Advisors
Nebraska
$246K +$246K +9,765 New
FA
41
FSA Advisors
Michigan
$240K +$7.56K +304 +3%
AWM
42
AE Wealth Management
Kansas
$239K -$303K -12,093 -56%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$238K -$1.34M -53,588 -85%
Osaic Holdings
44
Osaic Holdings
Arizona
$237K +$145K +5,799 +159%
TWM
45
Tradition Wealth Management
Minnesota
$234K – – –
CA
46
Continuum Advisory
Idaho
$230K – – –
CA
47
Clearstead Advisors
Ohio
$213K – – –
VWA
48
Visionary Wealth Advisors
Illinois
$204K – – –
HWM
49
HFG Wealth Management
Texas
$201K +$201K +8,097 New
Barclays
50
Barclays
United Kingdom
$147K +$147K +5,880 New
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2
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