We are live on ! Find out more
BAUG icon

Innovator US Equity Buffer ETF August

66 hedge funds and large institutions have $64.8M invested in Innovator US Equity Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

71% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 7

15% more capital invested

Capital invested by funds: $56.5M → $64.8M (+$8.31M)

4.89% more ownership

Funds ownership: 57.23%62.12% (+4.9%)

5% more funds holding

Funds holding: 6366 (+3)

42% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 24

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.05%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
14
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
26
Sigma Planning Corp
Michigan
$562K +$91.4K +2,955 +20%
Cerity Partners
27
Cerity Partners
New York
$550K +$170K +5,500 +46%
CAN
28
Cetera Advisor Networks
California
$530K -$22.9K -742 -4%
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$522K -$6.12K -198 -1%
VWA
30
Visionary Wealth Advisors
Illinois
$503K -$54.3K -1,755 -10%
OMC
31
Old Mission Capital
Illinois
$482K +$472K +15,267 New
AAP
32
Arax Advisory Partners
Colorado
$447K
Citadel Advisors
33
Citadel Advisors
Florida
$425K +$102K +3,310 +33%
OWA
34
Outlook Wealth Advisors
Texas
$413K -$9.96K -322 -2%
EWA
35
EverSource Wealth Advisors
Alabama
$392K +$150K +4,862 +64%
CA
36
Cetera Advisors
Colorado
$358K -$59.6K -1,927 -15%
WCG
37
Weaver Consulting Group
California
$350K
BPA
38
Beacon Pointe Advisors
California
$345K +$19.5K +630 +6%
NA
39
NewEdge Advisors
Louisiana
$340K
CPIG
40
Chicago Partners Investment Group
Illinois
$331K
RJA
41
Raymond James & Associates
Florida
$316K +$58.8K +1,900 +23%
LF
42
Lantz Financial
Illinois
$303K
CW
43
CreativeOne Wealth
Kansas
$301K
PWMG
44
Pinnacle Wealth Management Group
Michigan
$267K
Wolverine Trading
45
Wolverine Trading
Illinois
$249K -$281K -9,089 -53%
BRWA
46
B. Riley Wealth Advisors
Florida
$238K
GSIAS
47
Garden State Investment Advisory Services
New Jersey
$233K -$15K -485 -6%
IA
48
IFP Advisors
Florida
$215K -$301K -9,750 -53%
PIAS
49
PCA Investment Advisory Services
Ohio
$215K +$211K +6,815 New
SS
50
Sunbelt Securities
Texas
$213K -$84.5K -2,732 -29%

BAUG Hedge Fund Activity: Q1 2023 in Review

66 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF August (BAUG) for Q1 2023, worth a combined $64.8M — up 15% from $56.5M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BAUG positions and 7 closed out — a net gain of 5 holders — while 14 added to existing stakes and 24 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $5.71M. The largest seller was Beck Capital Management, exiting entirely with an estimated $2.52M sold.

  • 66 institutional investors held Innovator US Equity Buffer ETF August (BAUG) as of Q1 2023, up from 63 in Q4 2022.
  • Funds reported $64.8M of Innovator US Equity Buffer ETF August stock for Q1 2023, up 15% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF August positions in Q1 2023 and 7 closed out, a net change of +5 holders.
  • The largest Innovator US Equity Buffer ETF August buyer in Q1 2023 was Commonwealth Equity Services, an estimated $5.71M added.
  • The largest Innovator US Equity Buffer ETF August seller in Q1 2023 was Beck Capital Management, an estimated $2.52M sold.

Based on aggregated 13F filings for Q1 2023.