Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (PSEP)

219 + Investors. Track Smart Money conviction in PSEP. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
27%

Smart Money Signals — PSEP

Based on 219 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
219 funds currently hold this stock — 93% of the 3.0-year high of 235 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +15% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🔴

Heavy selling pressure — only 27% buying

42 buying112 selling
Last quarter: 112 funds sold vs only 42 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 39 → 37 → 16 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 23% medium ■ 15% new
136 out of 219 hedge funds have held PSEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

16 → 39 → 37 → 16 → 18 new funds/Q
New funds entering each quarter: 39 → 37 → 16 → 18. PSEP is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 62% veterans vs 21% newcomers

■ 62% veterans ■ 17% 1-2yr ■ 21% new
Entry-cohort mix of 219 holders: 136 (62%) are 2+ year veterans, 38 entered 1–2 years ago, and 45 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 219 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PSEP

In 2026 Q2, 42 hedge funds were net buyers of PSEP (18 opened a new position, 24 added to an existing one), while 112 reduced or exited (94 trimmed, 18 sold completely) — a 27% buyer ratio, indicating net institutional distribution. 31% of total institutional value in PSEP is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 219.

Hedge Fund Ownership: PSEP

How many hedge funds hold PSEP — quarterly history vs. share price
Quarterly hedge fund ownership of PSEP vs. share price

Market Analysis: PSEP

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PSEP

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: PSEP
2026 Q3 Stats Unlock in 48 days 219 + Investors

Track Smart Money conviction in PSEP. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 219 219 -
13F Shares 15M 15M -1.43%
Total Value $583M $568M 2.57%
New Positions 18 16 +2
Increased Positions 24 20 +4
Closed Positions 18 32 -14
Reduced Positions 94 98 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PSEP

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Institutional Holders (2026 Q2)

219 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PSEP. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PSEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Yarger Wealth Strategies, LLC 1.71% 102,589 $4.7M
2 Mtm Financial Group, LLC 1.61% 81,788 $3.8M
3 Michels Family Financial, LLC 1.25% 42,438 $2.0M
4 Corrado Advisors, LLC 1.21% 56,948 $2.6M
5 BFI Wealth Solutions, LLC 1.18% 34,563 $1.6M
6 Chris Bulman Inc 1.08% 64,505 $3.0M
7 Camelot Portfolios, LLC 0.95% 29,407 $1.4M
8 Pinnacle Wealth Management Group, Inc. 0.93% 43,060 $2.0M
9 Cassady Wealth & Retirement Planning, LLC 0.89% 41,558 $1.9M
10 Bellwether Advisors, LLC 0.86% 126,367 $5.8M
11 Weaver Capital Management LLC 0.72% 76,074 $3.3M
12 MBL Wealth, LLC 0.71% 225,899 $10.4M
13 Red Reef Advisors LLC 0.64% 15,100 $695K
14 MeadowBrook Investment Advisors LLC 0.61% 16,608 $765K
15 Pacific Park Financial, Inc. 0.58% 21,581 $994K
16 Valtinson Bruner Financial Planning LLC 0.56% 48,351 $2.2M
17 Quest 10 Wealth Builders, Inc. 0.55% 15,258 $703K
18 FSA Advisors, Inc. 0.53% 25,091 $1.2M
19 Global Assets Advisory, LLC 0.53% 52,254 $2.4M
20 Diligent Investors, LLC 0.52% 50,517 $2.3M
21 TopTier Wealth Management, LLC 0.49% 17,707 $815K
22 First Commonwealth Financial Corp /Pa/ 0.49% 75,658 $3.5M
23 Keating Financial Advisory Services, Inc. 0.49% 80,269 $3.7M
24 Chapman Financial Group, LLC 0.47% 15,337 $706K
25 Cape Investment Advisory, Inc. 0.46% 37,161 $1.7M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (PSEP)

What does the Smart Money Trend signal show for PSEP?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for PSEP?

Heavy selling pressure — only 27% buying: Last quarter: 112 funds sold vs only 42 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for PSEP holders?

Strong quality — 31% AUM from major funds: 13 of 219 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PSEP?

62% of holders stayed for 2+ years: 136 out of 219 hedge funds have held PSEP for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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