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Innovator US Equity Power Buffer ETF August

184 hedge funds and large institutions have $658M invested in Innovator US Equity Power Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 109 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.03% less ownership

Funds ownership: 79.15%79.12% (-0.03%)

6% less funds holding

Funds holding: 195184 (-11)

13% less capital invested

Capital invested by funds: $756M → $658M (-$97.5M)

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

75% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 109

Holders
184
Holders Change
-11
Holders Change %
-5.64%
% of All Funds
2.65%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
109
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWPG
26
Strategic Wealth Partners Group
Illinois
$6.21M -$342K -9,969 -5%
BPA
27
Beacon Pointe Advisors
California
$5.91M -$1.11M -32,334 -16%
LNC
28
Lincoln National Corp
Pennsylvania
$5.24M -$914K -26,638 -15%
Jane Street
29
Jane Street
New York
$5.03M +$4.51M +131,513 +1,244%
CA
30
CoreCap Advisors
Michigan
$4.77M +$436K +12,704 +10%
GCP
31
Gill Capital Partners
Colorado
$4.57M -$204K -5,940 -4%
KWM
32
KFG Wealth Management
Indiana
$4.45M -$147K -4,278 -3%
LPL Financial
33
LPL Financial
California
$4.45M +$1.16M +33,709 +37%
AA
34
Advisory Alpha
Michigan
$4.04M -$17.9K -522 -0.5%
CIAS
35
Capital Investment Advisory Services
North Carolina
$4.03M -$48.2K -1,405 -1%
DI
36
Diligent Investors
California
$4.02M -$344K -10,028 -8%
CA
37
Corrado Advisors
New Jersey
$3.98M -$108K -3,141 -3%
CAL
38
Capital Analysts LLC
Pennsylvania
$3.6M
KWS
39
Keystone Wealth Services
California
$3.46M -$295K -8,605 -8%
YWS
40
Yarger Wealth Strategies
Ohio
$3.29M -$5.01K -146 -0.2%
AWM
41
AE Wealth Management
Kansas
$3.02M -$61.3M -1,785,586 -95%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$3M -$43.5K -1,267 -1%
AWS
43
Atria Wealth Solutions
New York
$2.76M -$454K -13,236 -15%
BA
44
Bellwether Advisors
Nebraska
$2.75M -$34.1K -994 -1%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$2.71M -$1.77M -51,663 -40%
LWA
46
Lineweaver Wealth Advisors
Ohio
$2.71M -$197K -5,735 -7%
MCM
47
MAI Capital Management
Ohio
$2.69M -$9.12M -265,700 -78%
TF
48
Trek Financial
Arizona
$2.69M -$127K -3,690 -5%
DFA
49
DHJJ Financial Advisors
Illinois
$2.68M -$140K -4,069 -5%
SEP
50
Southland Equity Partners
Missouri
$2.53M

PAUG Hedge Fund Activity: Q1 2024 in Review

184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF August (PAUG) for Q1 2024, worth a combined $658M — down 13% from $756M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of PAUG and 12 opened new positions — a net loss of 11 holders — while 109 trimmed existing stakes and 27 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $11.4M. The largest seller was AE Wealth Management, cutting an estimated $61.3M.

  • 184 institutional investors held Innovator US Equity Power Buffer ETF August (PAUG) as of Q1 2024, down from 195 in Q4 2023.
  • Funds reported $658M of Innovator US Equity Power Buffer ETF August stock for Q1 2024, down 13% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Power Buffer ETF August positions in Q1 2024 and 23 closed out, a net change of -11 holders.
  • The largest Innovator US Equity Power Buffer ETF August buyer in Q1 2024 was Cetera Investment Advisers, an estimated $11.4M added.
  • The largest Innovator US Equity Power Buffer ETF August seller in Q1 2024 was AE Wealth Management, an estimated $61.3M sold.

Based on aggregated 13F filings for Q1 2024.