BAUG icon

Innovator US Equity Buffer ETF August

103 hedge funds and large institutions have $200M invested in Innovator US Equity Buffer ETF August in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 29 increasing their positions, 26 reducing their positions, and 7 closing their positions.

Holders
103
Holders Change
+18
Holders Change %
+21.18%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
26
Increased
29
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$24.3M 675,668 +675,668 New
AWM
2
AE Wealth Management
Kansas
$23.9M 650,948 +171,167 +36%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$18.2M 506,633 +464,593 +1,105%
PCS
4
Personal CFO Solutions
New Jersey
$9.79M 272,248 -1,647 -0.6%
BCM
5
Brookstone Capital Management
Illinois
$8.62M 239,727 +47,300 +25%
TW
6
Transform Wealth
Colorado
$8.35M 232,139 +232,139 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$8.25M 229,420 +17,045 +8%
AI
8
Atria Investments
North Carolina
$8.19M 227,521 +227,521 New
Mariner
9
Mariner
Kansas
$8.09M 224,881 +224,881 New
Osaic Holdings
10
Osaic Holdings
Arizona
$6.77M 188,049 -1,488 -0.8%
Truist Financial
11
Truist Financial
North Carolina
$6.33M 175,831 +7,106 +4%
PCM
12
Penserra Capital Management
California
$6.06M 168,429 +24,764 +17%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$3.43M 95,227 +1,301 +1%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.41M 94,650 +7,600 +9%
HighTower Advisors
15
HighTower Advisors
Illinois
$2.79M 77,388 +2,277 +3%
DI
16
Diligent Investors
California
$2.41M 66,879 +2,530 +4%
LNC
17
Lincoln National Corp
Pennsylvania
$2.14M 59,567 +7,047 +13%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.9M 52,903 +52,903 New
CA
19
Cetera Advisors
Colorado
$1.79M 49,684 -3,147 -6%
BPA
20
Beacon Pointe Advisors
California
$1.67M 46,463 -23,940 -34%
KAS
21
Kestra Advisory Services
Texas
$1.67M 46,359 +3,518 +8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$1.58M 43,913 -9,186 -17%
CAN
23
Cetera Advisor Networks
California
$1.44M 40,134 +18,661 +87%
BBPWM
24
Blue Bell Private Wealth Management
Pennsylvania
$1.32M 36,634 -540 -1%
CA
25
CoreCap Advisors
Michigan
$1.29M 35,880 -759 -2%