ZSEP

Innovator Equity Defined Protection ETF - 1 Yr September

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
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$9.78M +$6.45M +256,979 +193%
TF
2
Trek Financial
Arizona
$8.44M -$49.6K -1,977 -0.6%
VWM
3
VanWeelden Wealth Management
Ohio
$4.9M +$4.9M +195,484 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$3.39M +$197K +7,870 +6%
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.01M -$7.27M -290,018 -71%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.87M
CF
7
Centaurus Financial
California
$2.71M -$519K -20,680 -16%
DIM
8
Delta Investment Management
California
$2.41M +$135K +5,371 +6%
KWM
9
KFG Wealth Management
Indiana
$2.25M +$51.1K +2,038 +2%
NA
10
NewEdge Advisors
Louisiana
$2M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.59M +$554K +22,091 +53%
AA
12
Advisory Alpha
Michigan
$1.58M -$64.3K -2,565 -4%
KAS
13
Kestra Advisory Services
Texas
$1.43M -$127K -5,082 -8%
VFPW
14
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.26M
OMC
15
Old Mission Capital
Illinois
$1.13M +$1.13M +44,987 New
MCC
16
Money Concepts Capital
Florida
$1.05M
CFS
17
CRA Financial Services
New Jersey
$1.01M +$25.1K +1,000 +3%
AWS
18
Atria Wealth Solutions
New York
$849K -$502 -20 -0.1%
CWS
19
Cypress Wealth Services
California
$731K
AWA
20
Arete Wealth Advisors
Illinois
$659K
BCM
21
Brookstone Capital Management
Illinois
$561K +$69.2K +2,758 +14%
FA
22
FC Advisory
Pennsylvania
$559K
PWA
23
Physician Wealth Advisors
Utah
$523K
GEA
24
Glen Eagle Advisors
New Jersey
$514K +$202K +8,065 +65%
LIS
25
Legacy Investment Solutions
Idaho
$482K +$482K +19,057 New