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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

66 hedge funds and large institutions have $107M invested in Innovator US Equity Power Buffer ETF August in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 11 closing their positions.

Holders
66
Holders Change
-9
Holders Change %
-12%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
5
Increased
17
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LJAC
1
L.J. Altfest & Co
New York
$14.5M
2
WIA
2
World Investment Advisors
California
$2.75M
3
PCM
3
Penserra Capital Management
California
$9.84M
4
OMC
4
Old Mission Capital
Illinois
$961K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.51M

Top Sellers

1
Janney Montgomery Scott
1
Janney Montgomery Scott
Pennsylvania
$480K
2
BPA
2
Beacon Pointe Advisors
California
$1.26M
3
5L
3
55I LLC
Massachusetts
$0
4
VBFG
4
Vishria Bird Financial Group
Tennessee
$0
5
LA
5
Latitude Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
Optimum Investment Advisors
Illinois
$171K – – –
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$154K -$157K -5,514 -51%
BMD
53
Better Money Decisions
New Mexico
$115K +$115K +4,024 New
BFEC
54
Benjamin F. Edwards & Company
Missouri
$97K – – –
CWM
55
Consultiva Wealth Management
Puerto Rico
$92K – – –
IF
56
Integrity Financial
Wyoming
$87K – – –
OCM
57
Orion Capital Management
California
$40K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$29K – – –
UBS Group
59
UBS Group
Switzerland
$28K +$20.9K +735 +293%
William Blair & Company
60
William Blair & Company
Illinois
$23K +$23K +800 New
WCAMG
61
Woodard & Company Asset Management Group
North Carolina
$14K – – –
CCM
62
Covington Capital Management
California
$14K – – –
GI
63
Gradient Investments
Minnesota
$11K – – –
SIS
64
Sound Income Strategies
Florida
$7K – – –
Morgan Stanley
65
Morgan Stanley
New York
$6K – – –
Bank of Montreal
66
Bank of Montreal
Ontario, Canada
$146 – – –
5L
67
55I LLC
Massachusetts
– -$632K -20,902 Closed
VBFG
68
Vishria Bird Financial Group
Tennessee
– -$320K -10,594 Closed
LA
69
Latitude Advisors
Florida
– -$253K -8,361 Closed
MWM
70
Maltin Wealth Management
New Jersey
– -$233K -7,700 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– -$216K -7,135 Closed
Koshinski Asset Management
72
Koshinski Asset Management
Illinois
– -$214K -7,091 Closed
SS
73
Sunbelt Securities
Texas
– -$209K -6,900 Closed
SPC
74
Sigma Planning Corp
Michigan
– -$208K -6,880 Closed
BFC
75
Bedel Financial Consulting
Indiana
– -$182K -6,025 Closed
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