KAUG

Innovator US Small Cap Power Buffer ETF - August
KAUG

Overview Fund Activity

39 hedge funds and large institutions have $74.8M invested in Innovator US 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.

Holders
39
Holders Change
+12
Holders Change %
+44.44%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
15
Increased
9
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BMM
1
Berkshire Money Management
Massachusetts
$51.6M
2
SAG
2
SageView Advisory Group
California
$852K
3
HighTower Advisors
3
HighTower Advisors
Illinois
$2.9M
4
MFS
4
Miller Financial Services
Michigan
$636K
5
SWM
5
Sugarloaf Wealth Management
Georgia
$571K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.25M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$0
4
William Blair & Company
4
William Blair & Company
Illinois
$3.29M
5
KAS
5
Kestra Advisory Services
Texas
$1.16M
Name Market Value Shares Shares
Change 		Shares
Change %
BMM
1
Berkshire Money Management
Massachusetts
$51.6M 2,051,933 +1,963,140 +2,211%
William Blair & Company
2
William Blair & Company
Illinois
$3.29M 130,975 -6,359 -5%
HighTower Advisors
3
HighTower Advisors
Illinois
$2.9M 115,284 +30,846 +37%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$2.25M 89,489 -10,567 -11%
CA
5
Corrado Advisors
New Jersey
$1.56M 61,895 -3,282 -5%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.25M 49,897 +13,618 +38%
KAS
7
Kestra Advisory Services
Texas
$1.16M 46,304 -3,520 -7%
PCS
8
Private Client Services
Kentucky
$962K 38,265 -549 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$924K 36,760 +5,307 +17%
SAG
10
SageView Advisory Group
California
$852K 33,894 +33,894 New
MFS
11
Miller Financial Services
Michigan
$636K 25,290 +25,290 New
SI
12
Stephens Inc
Arkansas
$609K 24,220 +10,980 +83%
CWG
13
Crown Wealth Group
North Carolina
$576K 22,902 -530 -2%
SWM
14
Sugarloaf Wealth Management
Georgia
$571K 22,718 +22,718 New
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$545K 21,667 -50 -0.2%
Raymond James Financial
16
Raymond James Financial
Florida
$457K 18,169 +18,169 New
OMC
17
Old Mission Capital
Illinois
$444K 17,647 +17,647 New
HI
18
Harbour Investments
Wisconsin
$429K 17,082 +2,386 +16%
FIA
19
Foundations Investment Advisors
Arizona
$382K 15,195 +15,195 New
Jane Street
20
Jane Street
New York
$380K 15,129 +15,129 New
AWM
21
AE Wealth Management
Kansas
$379K 15,074 – –
BCM
22
Brookstone Capital Management
Illinois
$374K 14,858 -1,099 -7%
WP
23
WealthShield Partners
North Carolina
$337K 13,400 – –
AWS
24
Atria Wealth Solutions
New York
$320K 12,741 -179 -1%
RA
25
RFG Advisory
Alabama
$316K 12,563 -1,416 -10%
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