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ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

54 hedge funds and large institutions have $43.4M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

4% less funds holding

Funds holding: 5654 (-2)

6.14% less ownership

Funds ownership: 64.17%58.03% (-6.1%)

32% less capital invested

Capital invested by funds: $63.6M → $43.4M (-$20.2M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
54
Holders Change
-2
Holders Change %
-3.57%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
5
Increased
6
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$399K -$906 -36 -0.2%
SPIA
27
Steward Partners Investment Advisory
New York
$388K
SFA
28
Souders Financial Advisors
Ohio
$367K
ASN
29
Advisory Services Network
Georgia
$363K
HI
30
Harbour Investments
Wisconsin
$354K +$10.7K +423 +3%
TF
31
Trek Financial
Arizona
$329K -$8.14M -323,120 -96%
SIA
32
Soltis Investment Advisors
Utah
$313K
W
33
WPWealth
Texas
$291K
SWM
34
Spire Wealth Management
Virginia
$289K -$50 -2 -0%
AIC
35
Archer Investment Corporation
Indiana
$267K -$2.39K -95 -0.9%
MA
36
Mutual Advisors
Nebraska
$243K
AWM
37
AE Wealth Management
Kansas
$237K -$126 -5 -0.1%
TWM
38
Tradition Wealth Management
Minnesota
$232K
CA
39
Continuum Advisory
Idaho
$229K
MFG
40
MTM Financial Group
Pennsylvania
$212K -$10.1K -400 -4%
CA
41
Clearstead Advisors
Ohio
$212K
HWM
42
HFG Wealth Management
Texas
$203K
VWA
43
Visionary Wealth Advisors
Illinois
$203K
MFGM
44
Marshall Financial Group (Maryland)
Maryland
$202K +$204K +8,119 New
SVWAG
45
Sound View Wealth Advisors Group
Georgia
$202K -$84.1K -3,342 -29%
Barclays
46
Barclays
United Kingdom
$146K -$957 -38 -0.6%
ABWM
47
Alpine Bank Wealth Management
Colorado
$112K +$113K +4,500 New
PS
48
Principal Securities
Iowa
$81.5K
FNWA
49
Financial Network Wealth Advisors
Utah
$36K +$36.4K +1,444 New
JP Morgan Chase
50
JP Morgan Chase
New York
$25.3K +$25.6K +1,016 New

ZSEP Hedge Fund Activity: Q1 2025 in Review

54 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) for Q1 2025, worth a combined $43.4M — down 32% from $63.6M a quarter earlier.

Fund positioning in ZSEP was balanced in Q1 2025: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $715K. The largest seller was Trek Financial, cutting an estimated $8.14M.

  • 54 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr September (ZSEP) as of Q1 2025, down from 56 in Q4 2024.
  • Funds reported $43.4M of Innovator Equity Defined Protection ETF - 1 Yr September stock for Q1 2025, down 32% quarter-over-quarter.
  • 5 funds opened new Innovator Equity Defined Protection ETF - 1 Yr September positions in Q1 2025 and 5 closed out, a net change of 0 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr September buyer in Q1 2025 was Susquehanna International Group, an estimated $715K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr September seller in Q1 2025 was Trek Financial, an estimated $8.14M sold.

Based on aggregated 13F filings for Q1 2025.