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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 %
VIM
76
Vista Investment Management
Pennsylvania
$213K -$69.1K -1,778 -24%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$206K -$900K -23,150 -81%
SWM
78
Spire Wealth Management
Virginia
$177K – – –
NP
79
NorthRock Partners
Minnesota
$165K – – –
LFG
80
Larson Financial Group
Missouri
$149K – – –
Wells Fargo
81
Wells Fargo
California
$124K +$124K +3,199 New
UBS Group
82
UBS Group
Switzerland
$77.7K +$48.6K +1,250 +167%
GI
83
Gradient Investments
Minnesota
$69.7K -$26.2M -673,875 -100%
Morgan Stanley
84
Morgan Stanley
New York
$68K -$68K -1,750 -50%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$53K – – –
CPA
86
Clear Point Advisors
New York
$50.1K – – –
AF
87
Advisornet Financial
Minnesota
$35.8K – – –
OLVIG
88
Oliver Lagore Vanvalin Investment Group
Michigan
$33.6K – – –
IF
89
Integrity Financial
Wyoming
$26.6K – – –
CFD
90
Creative Financial Designs
Indiana
$23.3K – – –
JFG
91
JDM Financial Group
Texas
$17.7K – – –
CAL
92
Capital Analysts LLC
Pennsylvania
$17K -$45.9K -1,200 -73%
AF
93
Allworth Financial
California
$2.45K +$2.45K +63 New
PCS
94
Personal CFO Solutions
New Jersey
– -$9.79M -272,248 Closed
TW
95
Transform Wealth
Colorado
– -$8.35M -232,139 Closed
AI
96
Atria Investments
North Carolina
– -$8.19M -227,521 Closed
Mariner
97
Mariner
Kansas
– -$8.09M -224,881 Closed
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
– -$1.58M -43,913 Closed
ATPW
99
Ashton Thomas Private Wealth
Arizona
– -$1.03M -28,519 Closed
PF
100
Parker Financial
Washington
– -$999K -27,761 Closed
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