Innovator US Equity Buffer ETF August
BAUG
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.
81% more capital invested
Capital invested by funds: $64.8M → $118M (+$52.8M)
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
10.17% more ownership
Funds ownership: 62.12% → 72.29% (+10%)
8% more funds holding
Funds holding: 66 → 71 (+5)
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
Top Buyers
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$24.7M |
| 2 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
+$12.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$12.2M |
| 4 |
Jane Street
New York
|
+$850K |
| 5 |
BFA
Beacon Financial Advisory
Cleveland,
Ohio
|
+$563K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$136K | -4,292 | Closed |
|
|
AAS
77
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$44.4K | -1,403 | Closed |
|
|
CIA
78
Cape Investment Advisory
Mcdonough,
Georgia
| – | -$31.6K | -1,000 | Closed |
|
79
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$29K | -920 | Closed |
|
BAUG Hedge Fund Activity: Q2 2023 in Review
71 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF August (BAUG) for Q2 2023, worth a combined $118M — up 81% from $64.8M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new BAUG positions and 8 closed out — a net gain of 5 holders — while 9 added to existing stakes and 29 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $24.7M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $8M sold.
- 71 institutional investors held Innovator US Equity Buffer ETF August (BAUG) as of Q2 2023, up from 66 in Q1 2023.
- Funds reported $118M of Innovator US Equity Buffer ETF August stock for Q2 2023, up 81% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Buffer ETF August positions in Q2 2023 and 8 closed out, a net change of +5 holders.
- The largest Innovator US Equity Buffer ETF August buyer in Q2 2023 was Berkshire Money Management, an estimated $24.7M added.
- The largest Innovator US Equity Buffer ETF August seller in Q2 2023 was Personal CFO Solutions, an estimated $8M sold.
Based on aggregated 13F filings for Q2 2023.