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Innovator US Equity Buffer ETF August
BAUG

Overview Fund Activity

93 hedge funds and large institutions have $125M invested in Innovator US Equity Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
18
Reduced
43
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$22.8M
2
KAS
2
Kestra Advisory Services
Texas
$4.78M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PCM
4
Penserra Capital Management
California
$8.98M
5
OMC
5
Old Mission Capital
Illinois
$1.72M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$69.7K
2
AWM
2
AE Wealth Management
Kansas
$1.12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.5M
4
PCS
4
Personal CFO Solutions
New Jersey
$0
5
TW
5
Transform Wealth
Colorado
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
26
Snowden Capital Advisors
New York
$1.17M – – –
BFA
27
Beacon Financial Advisory
Ohio
$1.16M – – –
AWM
28
AE Wealth Management
Kansas
$1.12M -$24.2M -622,140 -96%
BWM
29
BCS Wealth Management
Tennessee
$1.03M -$183K -4,704 -15%
IIA
30
Integral Investment Advisors
California
$969K +$23.3K +600 +2%
FA
31
FSA Advisors
Michigan
$959K -$39.8K -1,025 -4%
DFA
32
DHJJ Financial Advisors
Illinois
$934K -$19.8K -510 -2%
SS
33
Sunbelt Securities
Texas
$889K -$124K -3,200 -12%
MML Investors Services
34
MML Investors Services
Massachusetts
$889K -$77K -1,979 -8%
BMM
35
Berkshire Money Management
Massachusetts
$798K -$61.6K -1,586 -7%
CFS
36
CRA Financial Services
New Jersey
$727K -$58.3K -1,500 -7%
SPIA
37
Steward Partners Investment Advisory
New York
$690K – – –
TF
38
Trek Financial
Arizona
$680K +$125K +3,215 +23%
Truist Financial
39
Truist Financial
North Carolina
$603K -$6.23M -160,320 -91%
SPC
40
Sigma Planning Corp
Michigan
$593K +$35.5K +912 +6%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$588K +$509K +13,093 +645%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$571K -$60.6K -1,559 -10%
RJA
43
Raymond James & Associates
Florida
$571K – – –
VBFP
44
Valtinson Bruner Financial Planning
Minnesota
$559K -$418K -10,761 -43%
LF
45
Lantz Financial
Illinois
$541K -$60.3K -1,551 -10%
AAP
46
Arax Advisory Partners
Colorado
$523K -$233 -6 -0%
VWA
47
Visionary Wealth Advisors
Illinois
$516K – – –
FIA
48
Foundations Investment Advisors
Arizona
$506K +$506K +13,020 New
CAN
49
Cetera Advisor Networks
California
$502K -$1.06M -27,212 -68%
VFPW
50
Vantage Financial Partners (Wisconsin)
Wisconsin
$496K -$17.2K -442 -3%
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