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Innovator US Equity Buffer ETF August
BAUG

Overview Fund Activity

98 hedge funds and large institutions have $127M invested in Innovator US Equity Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 33 reducing their positions, and 7 closing their positions.

Holders
98
Holders Change
+4
Holders Change %
+4.26%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
16
Reduced
33
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Raymond James Financial
1
Raymond James Financial
Florida
$4.61M
2
BCM
2
Brookstone Capital Management
Illinois
$20.7M
3
KAS
3
Kestra Advisory Services
Texas
$5.31M
4
CFG
4
Chapman Financial Group
Hawaii
$1.55M
5
PCM
5
Penserra Capital Management
California
$15.2M

Top Sellers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$10.1M
2
RA
2
RFG Advisory
Alabama
$506K
3
FFA
3
Fragasso Financial Advisors
Pennsylvania
$1.01M
4
CA
4
CoreCap Advisors
Michigan
$1.05M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$2.13M
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$20.7M 474,240 +85,516 +22%
PCM
2
Penserra Capital Management
California
$15.2M 349,042 +35,468 +11%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$10.1M 231,144 -22,271 -9%
Osaic Holdings
4
Osaic Holdings
Arizona
$7.61M 174,679 -5,574 -3%
KAS
5
Kestra Advisory Services
Texas
$5.31M 121,797 +61,189 +101%
Cerity Partners
6
Cerity Partners
New York
$4.85M 111,287 +962 +0.9%
Raymond James Financial
7
Raymond James Financial
Florida
$4.61M 105,774 +105,774 New
HighTower Advisors
8
HighTower Advisors
Illinois
$3.71M 85,046 -1,041 -1%
DI
9
Diligent Investors
California
$2.88M 66,179 – –
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$2.55M 58,400 +220 +0.4%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.34M 53,753 -7,400 -12%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.13M 48,956 -10,129 -17%
BPA
13
Beacon Pointe Advisors
California
$1.77M 40,682 +376 +0.9%
SCA
14
Snowden Capital Advisors
New York
$1.57M 35,972 – –
CFG
15
Chapman Financial Group
Hawaii
$1.55M 35,545 +35,545 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.54M 35,245 -120 -0.3%
BWM
17
Buska Wealth Management
Wisconsin
$1.5M 34,505 -9,208 -21%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.49M 34,299 -109 -0.3%
LPL Financial
19
LPL Financial
California
$1.36M 31,095 +1,371 +5%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.31M 29,990 -8,703 -22%
WIA
21
World Investment Advisors
California
$1.16M 26,605 -3,730 -12%
BFA
22
Beacon Financial Advisory
Ohio
$1.16M 26,571 – –
FA
23
FSA Advisors
Michigan
$1.16M 27,069 -460 -2%
TF
24
Trek Financial
Arizona
$1.11M 25,379 -592 -2%
CW
25
CreativeOne Wealth
Kansas
$1.07M 24,615 +7,884 +47%
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