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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

194 hedge funds and large institutions have $634M invested in Innovator US Equity Power Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+20
Holders Change %
+11.49%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
90
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$103M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.7M
5
MMA
5
Miracle Mile Advisors
California
$8.01M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$640K
2
KAS
2
Kestra Advisory Services
Texas
$11.5M
3
Jane Street
3
Jane Street
New York
$592K
4
OMC
4
Old Mission Capital
Illinois
$325K
5
MWM
5
Maltin Wealth Management
New Jersey
$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
26
McAlister Sweet & Associates
Texas
$4.57M +$2.3M +60,760 +102%
DI
27
Diligent Investors
California
$4.56M +$255K +6,728 +6%
AWM
28
AE Wealth Management
Kansas
$4.38M +$1.43M +37,703 +48%
KWM
29
KFG Wealth Management
Indiana
$4.35M +$68.4K +1,807 +2%
CIAS
30
Capital Investment Advisory Services
North Carolina
$4.21M +$46.9K +1,238 +1%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.63M +$654K +17,288 +22%
TF
32
Trek Financial
Arizona
$3.57M +$793K +20,939 +29%
CFS
33
CRA Financial Services
New Jersey
$3.53M +$1.52M +40,165 +76%
YWS
34
Yarger Wealth Strategies
Ohio
$3.53M +$151K +3,989 +4%
KWS
35
Keystone Wealth Services
California
$3.44M -$104K -2,750 -3%
CA
36
Corrado Advisors
New Jersey
$3.36M +$1.62M +42,839 +94%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$3.21M – – –
BWM
38
BCS Wealth Management
Tennessee
$3.08M +$999K +26,396 +48%
SEP
39
Southland Equity Partners
Missouri
$3.02M +$320K +8,451 +12%
NA
40
NewEdge Advisors
Louisiana
$3.01M +$2.03M +53,604 +206%
LWA
41
Lineweaver Wealth Advisors
Ohio
$2.9M – – –
TWM
42
Tradition Wealth Management
Minnesota
$2.67M +$2.32M +61,300 +663%
RA
43
RFG Advisory
Alabama
$2.45M +$435K +11,492 +22%
AWS
44
Atria Wealth Solutions
New York
$2.44M +$1.62M +42,863 +199%
OIA
45
OneDigital Investment Advisors
Kansas
$2.44M +$16.3K +430 +0.7%
PWA
46
Prairie Wealth Advisors
Nebraska
$2.2M +$2.2M +58,106 New
MML Investors Services
47
MML Investors Services
Massachusetts
$2.13M +$652K +17,219 +44%
CB
48
Chris Bulman
California
$2.11M +$925K +24,444 +78%
GSIS
49
Global Strategic Investment Solutions
Arizona
$2.1M – – –
JWBC
50
John W. Brooker & Co
California
$2.06M +$138K +3,638 +7%
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