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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

140 hedge funds and large institutions have $470M 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.

Holders
140
Holders Change
+21
Holders Change %
+17.65%
% of All Funds
2.21%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
29
Increased
31
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
1
Sageworth Trust
Pennsylvania
$31.4M
2
TW
2
Transform Wealth
Colorado
$20.7M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$16.9M
4
SIA
4
Soltis Investment Advisors
Utah
$9.88M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$24.1M

Top Sellers

1
IIA
1
Integral Investment Advisors
California
$24.4M
2
ICG
2
InterOcean Capital Group
Tennessee
$5.99M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$78.3M
4
ASN
4
Advisory Services Network
Georgia
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
76
Cresset Asset Management
Illinois
$548K -$558K -17,895 -50%
CWG
77
Crown Wealth Group
North Carolina
$548K -$63.8K -2,044 -10%
PWMG
78
Pinnacle Wealth Management Group
Michigan
$472K +$21.4K +685 +5%
IA
79
IFP Advisors
Florida
$453K -$209K -6,711 -32%
SVWAG
80
Sound View Wealth Advisors Group
Georgia
$451K – – –
SWP
81
Summit Wealth Partners
Florida
$448K -$171K -5,475 -28%
CCM
82
Coldstream Capital Management
Washington
$425K – – –
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$417K – – –
AAP
84
Arax Advisory Partners
Colorado
$417K – – –
JWCA
85
J.W. Cole Advisors
Florida
$389K +$389K +12,462 New
MA
86
Mutual Advisors
Nebraska
$388K +$66.3K +2,126 +21%
BFEC
87
Benjamin F. Edwards & Company
Missouri
$384K – – –
TC
88
TownSquare Capital
Utah
$374K +$374K +11,990 New
AIC
89
Archer Investment Corporation
Indiana
$359K – – –
TI
90
tru Independence
Oregon
$358K +$25.9K +831 +8%
CIA
91
Cape Investment Advisory
Georgia
$348K – – –
CFS
92
CRA Financial Services
New Jersey
$343K +$31.9K +1,024 +10%
SFG
93
Sovereign Financial Group
Connecticut
$341K +$341K +10,937 New
AIA
94
Alera Investment Advisors
Illinois
$326K +$5.77K +185 +2%
VWA
95
Visionary Wealth Advisors
Illinois
$325K -$2.34K -75 -0.7%
CPIG
96
Chicago Partners Investment Group
Illinois
$285K – – –
CM
97
Columbus Macro
Pennsylvania
$284K -$30.3K -950 -10%
LWA
98
LWS Wealth Advisors
New Jersey
$274K +$274K +8,784 New
SWM
99
Spire Wealth Management
Virginia
$272K – – –
FCFC
100
First Commonwealth Financial Corp
Pennsylvania
$264K +$264K +8,449 New
2 3
4
5 6