KAUG

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

36 hedge funds and large institutions have $80.4M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
36
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$57.1M
FHC
2
First Heartland Consultants
Missouri
$3.66M
HighTower Advisors
3
HighTower Advisors
Illinois
$2.81M
William Blair & Company
4
William Blair & Company
Illinois
$2.72M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.22M
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.69M
CA
7
Corrado Advisors
New Jersey
$1.48M
SAG
8
SageView Advisory Group
California
$1.43M
KAS
9
Kestra Advisory Services
Texas
$973K
MFS
10
Miller Financial Services
Michigan
$777K
Osaic Holdings
11
Osaic Holdings
Arizona
$631K
PCS
12
Private Client Services
Kentucky
$471K
FIA
13
Foundations Investment Advisors
Arizona
$438K
HI
14
Harbour Investments
Wisconsin
$369K
AWM
15
AE Wealth Management
Kansas
$362K
Raymond James Financial
16
Raymond James Financial
Florida
$352K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$324K
BCM
18
Brookstone Capital Management
Illinois
$323K
WP
19
WealthShield Partners
North Carolina
$322K
PP
20
PFS Partners
New Jersey
$292K
CWG
21
Crown Wealth Group
North Carolina
$266K
OWA
22
Outlook Wealth Advisors
Texas
$227K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$226K
EWM
24
Elmwood Wealth Management
California
$221K
IA
25
IFP Advisors
Florida
$181K