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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

75 hedge funds and large institutions have $111M invested in Innovator US Equity Power Buffer ETF August in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 28 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
16
Reduced
28
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$8.38M
2
PCM
Penserra Capital Management
California
+$1.34M
3
FFN
Focus Financial Network
Minnesota
+$868K
4
BPA
Beacon Pointe Advisors
California
+$781K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$674K

Top Sellers

1
SMG
Smart Money Group
Texas
-$2.7M
2
AA
Advisory Alpha
Michigan
-$2.06M
3
WP
WealthPLAN Partners
Nebraska
-$1.76M
4
IA
IFP Advisors
Florida
-$938K
5
HighTower Advisors
HighTower Advisors
Illinois
-$505K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
26
BCGM Wealth Management
Indiana
$790K – – –
AWM
27
AE Wealth Management
Kansas
$784K -$262K -8,665 -25%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$674K +$674K +22,298 New
5L
29
55I LLC
Massachusetts
$632K +$50.6K +1,673 +9%
DFA
30
DHJJ Financial Advisors
Illinois
$627K -$1.81K -60 -0.3%
IA
31
IFP Advisors
Florida
$619K -$938K -37,354 -60%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$599K +$349K +11,528 +139%
Truist Financial
33
Truist Financial
North Carolina
$587K +$248K +8,220 +73%
OMC
34
Old Mission Capital
Illinois
$535K -$315K -10,422 -37%
OIA
35
OneDigital Investment Advisors
Kansas
$526K – – –
AAP
36
Arax Advisory Partners
Colorado
$451K -$5.56K -184 -1%
WP
37
WealthPLAN Partners
Nebraska
$432K -$1.76M -60,892 -80%
WIM
38
WealthPlan Investment Management
Nebraska
$432K +$432K +14,910 New
ST
39
Sageworth Trust
Pennsylvania
$431K – – –
SCA
40
Southern Capital Advisors
Tennessee
$404K -$13.6K -449 -3%
CAN
41
Cetera Advisor Networks
California
$358K -$27.5K -911 -7%
FCFC
42
First Commonwealth Financial Corp
Pennsylvania
$358K – – –
AIC
43
Archer Investment Corporation
Indiana
$343K – – –
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$330K +$227K +7,509 +220%
VBFG
45
Vishria Bird Financial Group
Tennessee
$320K – – –
AAS
46
Avantax Advisory Services
Texas
$310K +$24.6K +818 +9%
AWM
47
Axxcess Wealth Management
California
$305K -$107K -3,551 -26%
TFS
48
TrustCore Financial Services
Tennessee
$305K +$106K +3,500 +53%
WIA
49
World Investment Advisors
California
$285K +$26K +861 +10%
PFGIA
50
Patriot Financial Group Insurance Agency
Massachusetts
$283K -$21.2K -700 -7%
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