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KAUG

Innovator U.S. Small Cap Power Buffer ETF - August
KAUG

27 hedge funds and large institutions have $20.5M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

51.83% more ownership

Funds ownership: 0% → 51.83% (+52%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
William Blair & Company
William Blair & Company
Illinois
+$3.36M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.45M
3
BMM
Berkshire Money Management
Massachusetts
+$2.17M
4
HighTower Advisors
HighTower Advisors
Illinois
+$2.06M
5
CA
Corrado Advisors
New Jersey
+$1.59M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
1
William Blair & Company
Illinois
$3.44M +$3.36M +137,334 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.5M +$2.45M +100,056 New
BMM
3
Berkshire Money Management
Massachusetts
$2.22M +$2.17M +88,793 New
HighTower Advisors
4
HighTower Advisors
Illinois
$2.11M +$2.06M +84,438 New
CA
5
Corrado Advisors
New Jersey
$1.63M +$1.59M +65,177 New
KAS
6
Kestra Advisory Services
Texas
$1.25M +$1.22M +49,824 New
PCS
7
Private Client Services
Kentucky
$972K +$949K +38,814 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$908K +$887K +36,279 New
Osaic Holdings
9
Osaic Holdings
Arizona
$788K +$769K +31,453 New
CWG
10
Crown Wealth Group
North Carolina
$587K +$573K +23,432 New
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$544K +$531K +21,717 New
BCM
12
Brookstone Capital Management
Illinois
$400K +$390K +15,957 New
AWM
13
AE Wealth Management
Kansas
$377K +$369K +15,074 New
HI
14
Harbour Investments
Wisconsin
$368K +$359K +14,696 New
RA
15
RFG Advisory
Alabama
$350K +$342K +13,979 New
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$336K +$328K +13,400 New
WP
17
WealthShield Partners
North Carolina
$336K +$328K +13,400 New
SI
18
Stephens Inc
Arkansas
$332K +$324K +13,240 New
AWS
19
Atria Wealth Solutions
New York
$324K +$316K +12,920 New
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$218K +$213K +8,698 New
PP
21
PFS Partners
New Jersey
$208K +$203K +8,289 New
IA
22
IFP Advisors
Florida
$196K +$192K +7,841 New
DFA
23
DHJJ Financial Advisors
Illinois
$59.2K +$57.8K +2,364 New
CAL
24
Capital Analysts LLC
Pennsylvania
$25K +$24.4K +998 New
SPIA
25
Steward Partners Investment Advisory
New York
$15.8K +$15.5K +633 New
1
2

KAUG Hedge Fund Activity: Q3 2024 in Review

27 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) for Q3 2024, worth a combined $20.5M.

Buyers outnumbered sellers: 27 funds opened new KAUG positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was William Blair & Company, opening a new position worth an estimated $3.36M.

  • 27 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) as of Q3 2024, up from 0 in Q2 2024.
  • Funds reported $20.5M of Innovator U.S. Small Cap Power Buffer ETF - August stock for Q3 2024.
  • 27 funds opened new Innovator U.S. Small Cap Power Buffer ETF - August positions in Q3 2024 and 0 closed out, a net change of +27 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - August buyer in Q3 2024 was William Blair & Company, an estimated $3.36M added.

Based on aggregated 13F filings for Q3 2024.