Innovator Etfs Trust (USEP) Hedge Fund Ownership (Q2 2026)

Innovator Etfs Trust (USEP)

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

Smart Money Signals — USEP

Based on 81 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added USEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

🏔️

At the ownership peak (100% of max)

100% of all-time peak

81 hedge funds hold USEP right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.

📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🔴

Heavy selling pressure — only 36% buying

21 buying38 selling

Last quarter: 38 funds sold vs only 21 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 18 → 10 → 7 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new

45 out of 81 hedge funds have held USEP 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

7 → 18 → 10 → 7 → 11 new funds/Q

New funds entering each quarter: 18 → 10 → 7 → 11. USEP 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 — 54% veterans vs 31% newcomers

■ 54% veterans ■ 15% 1-2yr ■ 31% new

Entry-cohort mix of 81 holders: 44 (54%) are 2+ year veterans, 12 entered 1–2 years ago, and 25 (31%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds

6 of 80 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	79	78	1.28%
13F Shares	3M	3M	-1.16%
Total Value	$119M	$113M	4.86%
New Positions	11	7	+4
Increased Positions	9	9	-
Closed Positions	9	9	-
Reduced Positions	30	35	-5
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1.28%

13F Shares

-1.16%

Total Value

$119M

$113M

4.86%

New Positions

Increased Positions

Closed Positions

Reduced Positions

-5

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

79 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 USEP holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Kellett Wealth Advisors, LLC	9.84%	511,597	$21.1M
2	Sovran Advisors, LLC	1.73%	559,190	$23.2M
3	Central Valley Advisors, LLC	0.73%	69,051	$2.9M
4	C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.32%	155,052	$6.4M
5	Kfg Wealth Management, LLC	0.29%	61,459	$2.5M
6	IMG Wealth Management, Inc.	0.23%	10,093	$417K
7	Prairie Wealth Advisors, Inc.	0.21%	—	$888K
8	Mtm Financial Group, LLC	0.16%	9,155	$378K
9	TopTier Wealth Management, LLC	0.14%	5,656	$234K
10	Fiduciary Financial Group, LLC	0.11%	24,257	$1.0M
11	First Commonwealth Financial Corp /Pa/	0.11%	19,327	$799K
12	Signaturefd, LLC	0.11%	194,350	$8.0M
13	Sonoma Allocations LLC	0.11%	8,337	$345K
14	Atticus Wealth Management, LLC	0.10%	10,000	$413K
15	Spire Wealth Management	0.08%	62,273	$2.6M
16	Outlook Wealth Advisors, LLC	0.08%	8,560	$354K
17	Legacy Advisors, LLC	0.07%	18,817	$778K
18	Lantz Financial LLC	0.07%	9,430	$390K
19	Plum Street Advisors, LLC	0.07%	5,400	$223K
20	Archer Investment Corp	0.07%	8,022	$332K
21	Vantage Point Financial LLC	0.06%	5,104	$211K
22	Berger Financial Group, Inc	0.06%	30,449	$1.3M
23	Core Wealth Advisors, Inc.	0.06%	7,704	$318K
24	Colton Groome Financial Advisors, LLC	0.06%	6,321	$261K
25	FC Advisory LLC	0.06%	5,656	$234K

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 (USEP)

What does the Smart Money Trend signal show for USEP?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added USEP than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for USEP?

Heavy selling pressure — only 36% buying: Last quarter: 38 funds sold vs only 21 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 USEP holders?

Smaller funds dominant — 4% AUM from top-100: 6 of 80 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held USEP?

56% of holders stayed for 2+ years: 45 out of 81 hedge funds have held USEP 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.

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Innovator Etfs Trust (USEP)

Smart Money Signals — USEP

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +19% more funds vs a year ago

Heavy selling pressure — only 36% buying

Steady new buyers — ~11 new funds per quarter

56% of holders stayed for 2+ years

Peak discovery — momentum slowing

Veteran-anchored — 54% veterans vs 31% newcomers

Smaller funds dominant — 4% AUM from top-100

Institutional Sentiment Summary — USEP

Hedge Fund Ownership: USEP

Market Analysis: USEP

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: USEP

Hedge Fund Positioning: USEP

Statistics: USEP

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Innovator Etfs Trust (USEP)

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