Innovator US Equity Power Buffer ETF August
PAUG
142 hedge funds and large institutions have $471M invested in Innovator US Equity Power Buffer ETF August in 2023 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 31 increasing their positions, 44 reducing their positions, and 8 closing their positions.
263% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 8
43% more capital invested
Capital invested by funds: $329M → $471M (+$142M)
17% more funds holding
Funds holding: 121 → 142 (+21)
8.94% more ownership
Funds ownership: 68.53% → 77.47% (+8.9%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
30% less repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 44
Top Buyers
| 1 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
+$23.5M |
| 2 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$19.9M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$14.4M |
| 4 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$9.48M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.81M |
Top Sellers
PAUG Hedge Fund Activity: Q2 2023 in Review
142 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF August (PAUG) for Q2 2023, worth a combined $471M — up 43% from $329M a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new PAUG positions and 8 closed out — a net gain of 21 holders — while 31 added to existing stakes and 44 trimmed.
The largest buyer was Sageworth Trust, adding an estimated $23.5M. The largest seller was Integral Investment Advisors, cutting an estimated $4.7M.
- 142 institutional investors held Innovator US Equity Power Buffer ETF August (PAUG) as of Q2 2023, up from 121 in Q1 2023.
- Funds reported $471M of Innovator US Equity Power Buffer ETF August stock for Q2 2023, up 43% quarter-over-quarter.
- 29 funds opened new Innovator US Equity Power Buffer ETF August positions in Q2 2023 and 8 closed out, a net change of +21 holders.
- The largest Innovator US Equity Power Buffer ETF August buyer in Q2 2023 was Sageworth Trust, an estimated $23.5M added.
- The largest Innovator US Equity Power Buffer ETF August seller in Q2 2023 was Integral Investment Advisors, an estimated $4.7M sold.
Based on aggregated 13F filings for Q2 2023.