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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

208 hedge funds and large institutions have $1.03B invested in Innovator US Equity Power Buffer ETF August in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 95 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+14
Holders Change %
+7.22%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
25
Increased
29
Reduced
95
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$46.8M
2
ASN
Advisory Services Network
Georgia
$5.48M
3
KAS
Kestra Advisory Services
Texas
$15.5M
4
BCM
Brookstone Capital Management
Illinois
$36.5M
5
TPW
Talon Private Wealth
Florida
$1.65M

Top Sellers

1
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$5.64M
2
Osaic Holdings
Osaic Holdings
Arizona
$28.8M
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
$392M
4
AllianceBernstein
AllianceBernstein
Tennessee
$102M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$32.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
51
Chris Bulman
California
$2.17M +$26.6K +690 +1%
MCM
52
MAI Capital Management
Ohio
$2.16M +$347K +9,023 +19%
GSIS
53
Global Strategic Investment Solutions
Arizona
$2.14M – – –
FCCM
54
First City Capital Management
Georgia
$2M -$11.6K -300 -0.6%
DFA
55
DHJJ Financial Advisors
Illinois
$1.95M -$25.2K -655 -1%
VA
56
Valmark Advisers
Ohio
$1.88M – – –
AAS
57
Avantax Advisory Services
Texas
$1.83M -$15.4K -400 -0.8%
RCWM
58
Red Crane Wealth Management
California
$1.8M +$1.8M +46,743 New
IIA
59
Integral Investment Advisors
California
$1.8M -$9.05K -235 -0.5%
JWBC
60
John W. Brooker & Co
California
$1.8M -$304K -7,900 -14%
FMWA
61
Forvis Mazars Wealth Advisors
Missouri
$1.79M -$160K -4,166 -8%
FCFC
62
First Commonwealth Financial Corp
Pennsylvania
$1.74M +$135K +3,514 +8%
TPW
63
Talon Private Wealth
Florida
$1.65M +$1.65M +42,937 New
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.65M +$587K +15,241 +55%
IA
65
IFP Advisors
Florida
$1.6M – – –
BWM
66
Buska Wealth Management
Wisconsin
$1.54M -$324K -8,414 -17%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M +$17.3K +450 +1%
WCM
68
Weaver Capital Management
Georgia
$1.5M -$19.5K -507 -1%
CA
69
Continuum Advisory
Idaho
$1.47M – – –
FFG
70
Fiduciary Financial Group
California
$1.45M – – –
CNWM
71
Clay Northam Wealth Management
California
$1.41M – – –
OCM
72
Orion Capital Management
California
$1.41M -$94.3K -2,450 -6%
RA
73
RFG Advisory
Alabama
$1.4M -$1.09M -28,329 -44%
OMC
74
Old Mission Capital
Illinois
$1.38M +$1.05M +27,223 +317%
CWG
75
Cornerstone Wealth Group
North Carolina
$1.32M -$92.4K -2,399 -7%
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