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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

119 hedge funds and large institutions have $327M invested in Innovator US Equity Power Buffer ETF August in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
-3
Holders Change %
-2.46%
% of All Funds
1.9%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
14
Increased
37
Reduced
41
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IIA
Integral Investment Advisors
California
+$15.3M
2
AWP
Ascent Wealth Partners
New York
+$12.9M
3
AWM
AE Wealth Management
Kansas
+$6.8M
4
ST
Sageworth Trust
Pennsylvania
+$6.25M
5
PCM
Penserra Capital Management
California
+$2.22M

Top Sellers

1
W
Wealthquest
Ohio
-$20.9M
2
BCM
Brookstone Capital Management
Illinois
-$19.5M
3
Osaic Holdings
Osaic Holdings
Arizona
-$6.65M
4
WIA
World Investment Advisors
California
-$2.73M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AGA
51
Accuvest Global Advisors
Utah
$1.03M +$1.03M +35,000 New
AA
52
Advisory Alpha
Michigan
$955K +$96.5K +3,270 +11%
LFAS
53
Level Four Advisory Services
Texas
$945K – – –
FFN
54
Focus Financial Network
Minnesota
$873K -$38.2K -1,294 -4%
BWM
55
BCGM Wealth Management
Indiana
$786K -$18K -610 -2%
VA
56
Valmark Advisers
Ohio
$739K – – –
DFA
57
DHJJ Financial Advisors
Illinois
$730K -$34.2K -1,160 -4%
SB
58
Strategic Blueprint
Georgia
$712K +$167K +5,657 +31%
WA
59
Wealth Alliance
New York
$662K – – –
AWM
60
Apollon Wealth Management
South Carolina
$640K -$35.4K -1,200 -5%
VBFP
61
Valtinson Bruner Financial Planning
Minnesota
$640K +$25.3K +856 +4%
SWP
62
Summit Wealth Partners
Florida
$585K – – –
CWG
63
Crown Wealth Group
North Carolina
$578K -$113K -3,829 -16%
AWS
64
Atria Wealth Solutions
New York
$573K -$15K -508 -3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$544K +$163K +5,533 +43%
IA
66
IFP Advisors
Florida
$531K -$1.22M -48,903 -70%
PCS
67
Personal CFO Solutions
New Jersey
$524K -$26.7K -905 -5%
HI
68
Harbour Investments
Wisconsin
$514K – – –
LPL Financial
69
LPL Financial
California
$456K +$19.7K +667 +5%
WCG
70
Weaver Consulting Group
California
$436K +$436K +14,773 New
PWMG
71
Pinnacle Wealth Management Group
Michigan
$426K +$69.3K +2,350 +19%
SVWAG
72
Sound View Wealth Advisors Group
Georgia
$426K +$53.2K +1,804 +14%
CCM
73
Coldstream Capital Management
Washington
$402K – – –
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$395K -$13.2K -447 -3%
AAP
75
Arax Advisory Partners
Colorado
$395K -$22.2K -751 -5%
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