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Innovator US Equity Buffer ETF August

63 hedge funds and large institutions have $56.5M invested in Innovator US Equity Buffer ETF August in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

0% more funds holding

Funds holding: 6363 (0)

0.59% less ownership

Funds ownership: 57.81%57.23% (-0.59%)

17% less capital invested

Capital invested by funds: $68.3M → $56.5M (-$11.8M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

54% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 24

Holders
63
Holders Change
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
10
Increased
11
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCS
1
Personal CFO Solutions
New Jersey
$7.61M -$101K -3,392 -1%
BMM
2
Berkshire Money Management
Massachusetts
$6.48M +$182K +6,100 +3%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.57M -$752K -25,133 -14%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.58M -$1.32M -44,155 -27%
PCM
5
Penserra Capital Management
California
$2.96M +$1.28M +42,766 +77%
BCM
6
Beck Capital Management
Texas
$2.52M -$234K -7,814 -8%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.48M -$9.54K -319 -0.4%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.55M +$170K +5,689 +12%
DI
9
Diligent Investors
California
$1.51M
CA
10
CoreCap Advisors
Michigan
$1.29M -$16.7K -559 -1%
LNC
11
Lincoln National Corp
Pennsylvania
$1.18M -$718 -24 -0.1%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.14M
RJFSA
13
Raymond James Financial Services Advisors
Florida
$956K +$18.7K +625 +2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$906K -$11.3K -377 -1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$890K +$656K +21,929 +281%
SFG
16
Steward Financial Group
Texas
$868K
AWM
17
AE Wealth Management
Kansas
$817K -$47.5K -1,589 -6%
BWM
18
BCS Wealth Management
Tennessee
$809K -$36.4K -1,218 -4%
IIA
19
Integral Investment Advisors
California
$762K -$8.67K -290 -1%
DFA
20
DHJJ Financial Advisors
Illinois
$689K -$11.1K -370 -2%
VBFP
21
Valtinson Bruner Financial Planning
Minnesota
$667K
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$665K -$126K -4,197 -16%
SPIA
23
Steward Partners Investment Advisory
New York
$600K
MMA
24
Miracle Mile Advisors
California
$597K +$596K +19,931 New
KAS
25
Kestra Advisory Services
Texas
$566K

BAUG Hedge Fund Activity: Q4 2022 in Review

63 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF August (BAUG) for Q4 2022, worth a combined $56.5M — down 17% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BAUG positions and 8 closed out — a net gain of 2 holders — while 11 added to existing stakes and 24 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.28M. The largest seller was Osaic Holdings, cutting an estimated $1.32M.

  • 63 institutional investors held Innovator US Equity Buffer ETF August (BAUG) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $56.5M of Innovator US Equity Buffer ETF August stock for Q4 2022, down 17% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF August positions in Q4 2022 and 8 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF August buyer in Q4 2022 was Penserra Capital Management, an estimated $1.28M added.
  • The largest Innovator US Equity Buffer ETF August seller in Q4 2022 was Osaic Holdings, an estimated $1.32M sold.

Based on aggregated 13F filings for Q4 2022.