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Innovator US Equity Buffer ETF August

98 hedge funds and large institutions have $127M invested in Innovator US Equity Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

6% more capital invested

Capital invested by funds: $119M → $127M (+$7.37M)

4% more funds holding

Funds holding: 9498 (+4)

3.59% more ownership

Funds ownership: 65.69%69.28% (+3.6%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

52% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 33

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
16
Reduced
33
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
101
Vantage Financial Partners (Wisconsin)
Wisconsin
-$212K -4,959 Closed
DWP
102
Daymark Wealth Partners
Ohio
-$212K -4,945 Closed
PCS
103
Personal CFO Solutions
New Jersey
-$211K -4,938 Closed
KWM
104
KFG Wealth Management
Indiana
-$209K -4,893 Closed
CPA
105
Clear Point Advisors
New York
-$128K -2,997 Closed

BAUG Hedge Fund Activity: Q4 2024 in Review

98 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF August (BAUG) for Q4 2024, worth a combined $127M — up 6.2% from $119M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BAUG positions and 7 closed out — a net gain of 7 holders — while 16 added to existing stakes and 33 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $3.72M. The largest seller was Commonwealth Equity Services, cutting an estimated $969K.

  • 98 institutional investors held Innovator US Equity Buffer ETF August (BAUG) as of Q4 2024, up from 94 in Q3 2024.
  • Funds reported $127M of Innovator US Equity Buffer ETF August stock for Q4 2024, up 6.2% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF August positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Buffer ETF August buyer in Q4 2024 was Brookstone Capital Management, an estimated $3.72M added.
  • The largest Innovator US Equity Buffer ETF August seller in Q4 2024 was Commonwealth Equity Services, an estimated $969K sold.

Based on aggregated 13F filings for Q4 2024.