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Innovator US Equity Buffer ETF August

26 hedge funds and large institutions have $17.4M invested in Innovator US Equity Buffer ETF August in 2020 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

63% more funds holding

Funds holding: 1626 (+10)

13.47% less ownership

Funds ownership: 50.35%36.88% (-13%)

23% less capital invested

Capital invested by funds: $22.8M → $17.4M (-$5.32M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
26
Holders Change
+10
Holders Change %
+62.5%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
4
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Beck Capital Management
Texas
$3.04M -$211K -7,670 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$2.75M +$36.1K +1,314 +1%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.07M +$986K +35,868 +93%
SS
4
Sunbelt Securities
Texas
$1.25M +$1.22M +44,394 New
BPA
5
Beacon Pointe Advisors
California
$1.21M +$1.2M +43,555 New
BMM
6
Berkshire Money Management
Massachusetts
$751K -$10.9M -397,837 -94%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$725K -$47.3K -1,722 -6%
OMC
8
Old Mission Capital
Illinois
$708K -$511K -18,600 -42%
DI
9
Diligent Investors
California
$564K -$33.2K -1,208 -6%
WCG
10
Weaver Consulting Group
California
$537K -$84.4K -3,071 -14%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$524K +$127K +4,623 +33%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$496K -$126K -4,590 -20%
AAS
13
Avantax Advisory Services
Texas
$491K +$484K +17,613 New
IA
14
IFP Advisors
Florida
$371K -$104K -3,794 -22%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$339K +$335K +12,179 New
Wolverine Trading
16
Wolverine Trading
Illinois
$339K +$337K +12,274 New
AAP
17
Arax Advisory Partners
Colorado
$268K -$16.9K -613 -6%
FI
18
FormulaFolio Investments
Michigan
$268K +$265K +9,633 New
CAN
19
Cetera Advisor Networks
California
$254K -$3.55K -129 -1%
KAS
20
Kestra Advisory Services
Texas
$210K +$3.08K +112 New
KCM
21
Kathmere Capital Management
Pennsylvania
$150K +$148K +5,396 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$50K +$49.7K +1,808 New
UBS Group
23
UBS Group
Switzerland
$36K +$18.5K +673 +108%
NFG
24
Next Financial Group
Texas
$18K +$17.5K +636 New
MF
25
Manchester Financial
California
$14K +$13.7K +500 New

BAUG Hedge Fund Activity: Q3 2020 in Review

26 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF August (BAUG) for Q3 2020, worth a combined $17.4M — down 23% from $22.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BAUG positions and 2 closed out — a net gain of 10 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Sunbelt Securities, opening a new position worth an estimated $1.22M. The largest seller was Berkshire Money Management, cutting an estimated $10.9M.

  • 26 institutional investors held Innovator US Equity Buffer ETF August (BAUG) as of Q3 2020, up from 16 in Q2 2020.
  • Funds reported $17.4M of Innovator US Equity Buffer ETF August stock for Q3 2020, down 23% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF August positions in Q3 2020 and 2 closed out, a net change of +10 holders.
  • The largest Innovator US Equity Buffer ETF August buyer in Q3 2020 was Sunbelt Securities, an estimated $1.22M added.
  • The largest Innovator US Equity Buffer ETF August seller in Q3 2020 was Berkshire Money Management, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2020.