Innovator U.S. Small Cap Power Buffer ETF - August
KAUG
39 hedge funds and large institutions have $74.8M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2024 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 3 closing their positions.
400% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 3
265% more capital invested
Capital invested by funds: $20.5M → $74.8M (+$54.3M)
44% more funds holding
Funds holding: 27 → 39 (+12)
21.13% more ownership
Funds ownership: 51.83% → 72.95% (+21%)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$50M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$864K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$786K |
| 4 |
SWM
Sugarloaf Wealth Management
Duluth,
Georgia
|
+$579K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$450K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$336K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$269K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$218K |
| 4 |
William Blair & Company
Chicago,
Illinois
|
-$162K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$89.7K |
KAUG Hedge Fund Activity: Q4 2024 in Review
39 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) for Q4 2024, worth a combined $74.8M — up 265% from $20.5M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new KAUG positions and 3 closed out — a net gain of 12 holders — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Berkshire Money Management, adding an estimated $50M. The largest seller was Envestnet Asset Management, exiting entirely with an estimated $336K sold.
- 39 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) as of Q4 2024, up from 27 in Q3 2024.
- Funds reported $74.8M of Innovator U.S. Small Cap Power Buffer ETF - August stock for Q4 2024, up 265% quarter-over-quarter.
- 15 funds opened new Innovator U.S. Small Cap Power Buffer ETF - August positions in Q4 2024 and 3 closed out, a net change of +12 holders.
- The largest Innovator U.S. Small Cap Power Buffer ETF - August buyer in Q4 2024 was Berkshire Money Management, an estimated $50M added.
- The largest Innovator U.S. Small Cap Power Buffer ETF - August seller in Q4 2024 was Envestnet Asset Management, an estimated $336K sold.
Based on aggregated 13F filings for Q4 2024.