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Innovator US Equity Buffer ETF August
BAUG

Overview Fund Activity

93 hedge funds and large institutions have $125M invested in Innovator US Equity Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 18 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
93
Holders Change
-10
Holders Change %
-9.71%
% of All Funds
1.35%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
8
Increased
18
Reduced
43
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AGA
1
Accuvest Global Advisors
Utah
$22.8M
2
KAS
2
Kestra Advisory Services
Texas
$4.78M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.49M
4
PCM
4
Penserra Capital Management
California
$8.98M
5
BWM
5
Buska Wealth Management
Wisconsin
$2.36M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$69.7K
2
AWM
2
AE Wealth Management
Kansas
$1.12M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.5M
4
PCS
4
Personal CFO Solutions
New Jersey
$0
5
TW
5
Transform Wealth
Colorado
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
1
Accuvest Global Advisors
Utah
$22.8M 587,062 +587,062 New
BCM
2
Brookstone Capital Management
Illinois
$9.89M 254,549 +14,822 +6%
PCM
3
Penserra Capital Management
California
$8.98M 230,985 +62,556 +37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$8.58M 220,842 -8,578 -4%
Osaic Holdings
5
Osaic Holdings
Arizona
$6.48M 166,712 -21,337 -11%
KAS
6
Kestra Advisory Services
Texas
$4.78M 122,900 +76,541 +165%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.63M 67,674 -9,714 -13%
DI
8
Diligent Investors
California
$2.6M 66,879 – –
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$2.49M 64,070 +64,070 New
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.41M 61,986 -33,241 -35%
BWM
11
Buska Wealth Management
Wisconsin
$2.36M 60,648 +60,648 New
Jane Street
12
Jane Street
New York
$2.06M 52,927 +22,172 +72%
CA
13
CoreCap Advisors
Michigan
$2M 51,409 +15,529 +43%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$1.88M 48,275 +28,214 +141%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.86M 47,898 -46,752 -49%
OMC
16
Old Mission Capital
Illinois
$1.72M 44,243 +33,011 +294%
BPA
17
Beacon Pointe Advisors
California
$1.59M 40,992 -5,471 -12%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.59M 40,882 -12,021 -23%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.5M 38,679 -467,954 -92%
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$1.39M 35,814 -820 -2%
FFA
21
Fragasso Financial Advisors
Pennsylvania
$1.35M 34,670 -791 -2%
LNC
22
Lincoln National Corp
Pennsylvania
$1.33M 34,130 -25,437 -43%
RA
23
RFG Advisory
Alabama
$1.27M 32,627 +9,905 +44%
LPL Financial
24
LPL Financial
California
$1.26M 32,480 +8,518 +36%
CA
25
Cetera Advisors
Colorado
$1.18M 30,453 -19,231 -39%
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