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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.

New
Increased
Maintained
Reduced
Closed
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 %
EWA
51
EverSource Wealth Advisors
Alabama
$492K +$4.57K +121 +0.9%
OWA
52
Outlook Wealth Advisors
Texas
$481K – – –
BRWA
53
B. Riley Wealth Advisors
Florida
$446K +$230K +6,965 +106%
PWMG
54
Pinnacle Wealth Management Group
Michigan
$445K -$54.4K -1,400 -11%
SAG
55
SageView Advisory Group
California
$440K +$37K +1,132 +9%
PS
56
Principal Securities
Iowa
$439K -$3.69K -95 -0.8%
WCG
57
Weaver Consulting Group
California
$431K – – –
PIAS
58
PCA Investment Advisory Services
Ohio
$430K +$26.7K +687 +7%
CPIG
59
Chicago Partners Investment Group
Illinois
$422K -$57.3K -1,512 -12%
CW
60
CreativeOne Wealth
Kansas
$409K -$2.34K -60 -0.6%
SB
61
Strategic Blueprint
Georgia
$406K – – –
AWM
62
Axxcess Wealth Management
California
$385K -$753K -19,362 -66%
SAM
63
Secure Asset Management
Michigan
$372K +$372K +9,575 New
Cerity Partners
64
Cerity Partners
New York
$369K -$114K -2,921 -24%
TC
65
TownSquare Capital
Utah
$360K -$612K -15,745 -63%
CVA
66
Central Valley Advisors
California
$333K – – –
HI
67
Harbour Investments
Wisconsin
$323K – – –
ALS
68
Andrew L. Share
$302K – – –
IA
69
IFP Advisors
Florida
$285K -$4.59K -118 -2%
PA
70
PFG Advisors
Arizona
$283K -$14.8K -382 -5%
Citadel Advisors
71
Citadel Advisors
Florida
$245K -$310K -7,980 -56%
FCFC
72
First Commonwealth Financial Corp
Pennsylvania
$244K – – –
SWA
73
Stratos Wealth Advisors
Ohio
$235K – – –
SWP
74
Summit Wealth Partners
Florida
$215K -$51.7K -1,330 -19%
NFG
75
Nations Financial Group
Iowa
$215K +$215K +5,520 New
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3
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