ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP

Overview Fund Activity

51 hedge funds and large institutions have $61M invested in Innovator Equity Defined Protection ETF - 1 Yr September in 2024 Q3 according to their latest regulatory filings, with 51 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+51
Holders Change %
–
% of All Funds
0.74%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
51
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.2M
2
TF
2
Trek Financial
Arizona
$8.41M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.31M
4
CF
4
Centaurus Financial
California
$3.2M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.17M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
1
Cambridge Investment Research Advisors
Iowa
$10.2M +$10.2M +410,143 New
TF
2
Trek Financial
Arizona
$8.41M +$8.41M +338,302 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$3.31M +$3.31M +132,988 New
CF
4
Centaurus Financial
California
$3.2M +$3.2M +128,615 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$3.17M +$3.17M +127,455 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.85M +$2.85M +114,566 New
Jane Street
7
Jane Street
New York
$2.75M +$2.75M +110,426 New
DIM
8
Delta Investment Management
California
$2.25M +$2.25M +90,542 New
KWM
9
KFG Wealth Management
Indiana
$2.18M +$2.18M +87,768 New
NA
10
NewEdge Advisors
Louisiana
$1.98M +$1.98M +79,764 New
AA
11
Advisory Alpha
Michigan
$1.63M +$1.63M +65,500 New
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$1.57M +$1.57M +63,091 New
KAS
13
Kestra Advisory Services
Texas
$1.55M +$1.55M +62,296 New
VFPW
14
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.24M +$1.24M +50,040 New
MCC
15
Money Concepts Capital
Florida
$1.05M +$1.05M +42,023 New
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.03M +$1.03M +41,441 New
CFS
17
CRA Financial Services
New Jersey
$975K +$975K +39,185 New
WP
18
WealthPLAN Partners
Nebraska
$898K +$898K +36,126 New
AWS
19
Atria Wealth Solutions
New York
$842K +$842K +33,860 New
CWS
20
Cypress Wealth Services
California
$725K +$725K +29,150 New
AWA
21
Arete Wealth Advisors
Illinois
$653K +$653K +26,262 New
FA
22
FC Advisory
Pennsylvania
$555K +$555K +22,301 New
AWM
23
AE Wealth Management
Kansas
$537K +$537K +21,603 New
PWA
24
Physician Wealth Advisors
Utah
$519K +$519K +20,850 New
BCM
25
Brookstone Capital Management
Illinois
$487K +$487K +19,599 New
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