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Innovator US Equity Buffer ETF August
BAUG

Overview Fund Activity

66 hedge funds and large institutions have $64.8M invested in Innovator US Equity Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 14 increasing their positions, 24 reducing their positions, and 7 closing their positions.

Holders
66
Holders Change
+3
Holders Change %
+4.76%
% of All Funds
1.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
14
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$5.55M
2
AGA
2
Accuvest Global Advisors
Utah
$4.94M
3
BCM
3
Brookstone Capital Management
Illinois
$4.39M
4
OMC
4
Old Mission Capital
Illinois
$482K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.05M

Top Sellers

1
BCM
1
Beck Capital Management
Texas
$0
2
MMA
2
Miracle Mile Advisors
California
$0
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.14M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$136K
5
Wolverine Trading
5
Wolverine Trading
Illinois
$249K
Name Market Value Shares Shares
Change 		Shares
Change %
PCS
1
Personal CFO Solutions
New Jersey
$8M 253,324 -855 -0.3%
BMM
2
Berkshire Money Management
Massachusetts
$6.82M 216,000 -325 -0.2%
Truist Financial
3
Truist Financial
North Carolina
$5.55M 175,809 +175,809 New
AGA
4
Accuvest Global Advisors
Utah
$4.94M 156,556 +156,556 New
BCM
5
Brookstone Capital Management
Illinois
$4.39M 138,198 +138,198 New
Osaic Holdings
6
Osaic Holdings
Arizona
$4.05M 128,176 +8,786 +7%
PCM
7
Penserra Capital Management
California
$2.91M 92,297 -6,364 -6%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$2.52M 79,770 -3,126 -4%
DI
9
Diligent Investors
California
$1.58M 50,149 -150 -0.3%
LNC
10
Lincoln National Corp
Pennsylvania
$1.29M 40,813 +1,335 +3%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$1.23M 39,024 +1,000 +3%
HighTower Advisors
12
HighTower Advisors
Illinois
$1.14M 35,947 -15,900 -31%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$984K 31,174 -746 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$940K 29,780 -456 -2%
SFG
15
Steward Financial Group
Texas
$914K 28,985 – –
AWM
16
AE Wealth Management
Kansas
$861K 27,279 – –
BWM
17
BCS Wealth Management
Tennessee
$852K 27,003 – –
IIA
18
Integral Investment Advisors
California
$801K 25,383 -60 -0.2%
VBFP
19
Valtinson Bruner Financial Planning
Minnesota
$762K 24,127 +2,223 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$753K 23,854 -5,871 -20%
DFA
21
DHJJ Financial Advisors
Illinois
$704K 22,315 -679 -3%
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$689K 21,833 -356 -2%
KAS
23
Kestra Advisory Services
Texas
$641K 20,315 +1,420 +8%
SPIA
24
Steward Partners Investment Advisory
New York
$630K 19,968 -70 -0.3%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$585K 18,528 +1,857 +11%
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