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KAUG

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

39 hedge funds and large institutions have $107M invested in Innovator U.S. Small Cap Power Buffer ETF - August in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

18% more funds holding

Funds holding: 3339 (+6)

17% more capital invested

Capital invested by funds: $91.7M → $107M (+$15.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.15% less ownership

Funds ownership: 84.29%83.15% (-1.1%)

Holders
39
Holders Change
+6
Holders Change %
+18.18%
% of All Funds
0.51%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
17
Reduced
6
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$63.7M +$268K +10,579 +0.4%
GI
2
Gradient Investments
Minnesota
$12.1M +$11.8M +467,274 New
FHC
3
First Heartland Consultants
Missouri
$4.73M +$353K +13,924 +8%
SAG
4
SageView Advisory Group
California
$4.26M +$2.48M +98,011 +149%
William Blair & Company
5
William Blair & Company
Illinois
$3.68M +$723K +28,553 +25%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.23M +$779K +30,734 +33%
HighTower Advisors
7
HighTower Advisors
Illinois
$2.55M -$253K -9,982 -9%
Osaic Holdings
8
Osaic Holdings
Arizona
$2.28M +$449K +17,710 +25%
CA
9
Corrado Advisors
New Jersey
$1.73M +$139K +5,503 +9%
KAS
10
Kestra Advisory Services
Texas
$1.01M -$157K -6,217 -14%
MFS
11
Miller Financial Services
Michigan
$743K -$32.4K -1,280 -4%
HI
12
Harbour Investments
Wisconsin
$714K +$306K +12,087 +79%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$598K +$292K +11,537 +101%
PP
14
PFS Partners
New Jersey
$511K +$190K +7,483 +62%
FIA
15
Foundations Investment Advisors
Arizona
$500K +$6.79K +268 +1%
Raymond James Financial
16
Raymond James Financial
Florida
$480K +$137K +5,412 +42%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$463K +$161K +6,374 +56%
AWM
18
AE Wealth Management
Kansas
$410K +$22.7K +898 +6%
WA
19
Wealth Alliance
New York
$396K +$386K +15,221 New
WP
20
WealthShield Partners
North Carolina
$348K
BCM
21
Brookstone Capital Management
Illinois
$312K -$4.79K -189 -2%
FA
22
Faithward Advisors
Pennsylvania
$265K +$259K +10,212 New
OWA
23
Outlook Wealth Advisors
Texas
$246K
FFG
24
Fiduciary Financial Group
California
$236K +$230K +9,077 New
OIA
25
OneDigital Investment Advisors
Kansas
$229K +$223K +8,800 New

KAUG Hedge Fund Activity: Q3 2025 in Review

39 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) for Q3 2025, worth a combined $107M — up 17% from $91.7M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new KAUG positions and 3 closed out — a net gain of 6 holders — while 17 added to existing stakes and 6 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $11.8M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $7.95M sold.

  • 39 institutional investors held Innovator U.S. Small Cap Power Buffer ETF - August (KAUG) as of Q3 2025, up from 33 in Q2 2025.
  • Funds reported $107M of Innovator U.S. Small Cap Power Buffer ETF - August stock for Q3 2025, up 17% quarter-over-quarter.
  • 9 funds opened new Innovator U.S. Small Cap Power Buffer ETF - August positions in Q3 2025 and 3 closed out, a net change of +6 holders.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - August buyer in Q3 2025 was Gradient Investments, an estimated $11.8M added.
  • The largest Innovator U.S. Small Cap Power Buffer ETF - August seller in Q3 2025 was Susquehanna International Group, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2025.