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Innovator US Equity Buffer ETF August
BAUG

Overview Fund Activity

71 hedge funds and large institutions have $118M invested in Innovator US Equity Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
71
Holders Change
+5
Holders Change %
+7.58%
% of All Funds
1.12%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
13
Increased
9
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
1
Berkshire Money Management
Massachusetts
$33.1M
2
AIA
2
Acute Investment Advisory
Arizona
$13.1M
3
AWM
3
AE Wealth Management
Kansas
$13.6M
4
Jane Street
4
Jane Street
New York
$890K
5
BFA
5
Beacon Financial Advisory
Ohio
$589K

Top Sellers

1
PCS
1
Personal CFO Solutions
New Jersey
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$4.95M
3
Truist Financial
3
Truist Financial
North Carolina
$5.14M
4
OMC
4
Old Mission Capital
Illinois
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
26
Blue Bell Private Wealth Management
Pennsylvania
$632K -$101K -3,000 -14%
BFA
27
Beacon Financial Advisory
Ohio
$589K +$589K +17,548 New
KAS
28
Kestra Advisory Services
Texas
$579K -$103K -3,070 -15%
SPC
29
Sigma Planning Corp
Michigan
$552K -$45.9K -1,368 -8%
CAN
30
Cetera Advisor Networks
California
$542K -$21.3K -635 -4%
Wolverine Trading
31
Wolverine Trading
Illinois
$486K +$222K +6,683 +84%
BPA
32
Beacon Pointe Advisors
California
$484K +$117K +3,495 +32%
AAP
33
Arax Advisory Partners
Colorado
$457K -$18.2K -543 -4%
VWA
34
Visionary Wealth Advisors
Illinois
$456K -$79K -2,355 -15%
OWA
35
Outlook Wealth Advisors
Texas
$439K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$421K -$380K -11,310 -47%
EWA
37
EverSource Wealth Advisors
Alabama
$416K – – –
SAG
38
SageView Advisory Group
California
$414K +$414K +12,332 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$377K +$377K +11,220 New
WCG
40
Weaver Consulting Group
California
$372K – – –
CPIG
41
Chicago Partners Investment Group
Illinois
$358K – – –
CA
42
Cetera Advisors
Colorado
$345K -$36.5K -1,088 -10%
Cerity Partners
43
Cerity Partners
New York
$344K -$241K -7,195 -41%
RJA
44
Raymond James & Associates
Florida
$336K – – –
LF
45
Lantz Financial
Illinois
$312K -$10.1K -300 -3%
HWM
46
HB Wealth Management
Georgia
$258K +$258K +7,700 New
PWMG
47
Pinnacle Wealth Management Group
Michigan
$257K -$26.8K -800 -9%
BRWA
48
B. Riley Wealth Advisors
Florida
$253K – – –
GSIAS
49
Garden State Investment Advisory Services
New Jersey
$248K – – –
PIAS
50
PCA Investment Advisory Services
Ohio
$229K – – –
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