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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

194 hedge funds and large institutions have $634M invested in Innovator US Equity Power Buffer ETF August in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 90 increasing their positions, 44 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+20
Holders Change %
+11.49%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
29
Increased
90
Reduced
44
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$33.8M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$34M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$103M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$14.7M
5
MMA
5
Miracle Mile Advisors
California
$8.01M

Top Sellers

1
SIA
1
Soltis Investment Advisors
Utah
$640K
2
KAS
2
Kestra Advisory Services
Texas
$11.5M
3
Jane Street
3
Jane Street
New York
$592K
4
OMC
4
Old Mission Capital
Illinois
$325K
5
MWM
5
Maltin Wealth Management
New Jersey
$517K
Name Holding Trade Value Shares
Change 		Shares
Change %
KWM
76
Kingsview Wealth Management
Oregon
$1.18M +$780K +20,601 +197%
SPC
77
Sigma Planning Corp
Michigan
$1.17M -$445K -11,752 -27%
Mercer Global Advisors
78
Mercer Global Advisors
Colorado
$1.04M -$693K -18,397 -40%
CHC
79
City Holding Co
West Virginia
$1.03M -$22.6K -596 -2%
CW
80
CreativeOne Wealth
Kansas
$1.01M +$214K +5,656 +27%
HI
81
Harbour Investments
Wisconsin
$998K +$61.9K +1,634 +7%
SOS
82
Silver Oak Securities
Tennessee
$968K +$718K +18,984 +287%
TC
83
TownSquare Capital
Utah
$939K -$329K -8,695 -26%
WCG
84
Weaver Consulting Group
California
$919K +$27.3K +721 +3%
VWA
85
Visionary Wealth Advisors
Illinois
$904K +$303K +7,990 +50%
SW
86
Schulz Wealth
Texas
$873K -$141K -3,715 -14%
SPIA
87
Steward Partners Investment Advisory
New York
$834K -$38.6K -1,020 -4%
CRWM
88
Castle Rock Wealth Management
California
$830K +$37.7K +998 +5%
FFN
89
Focus Financial Network
Minnesota
$823K -$337K -8,908 -29%
CPCM
90
Cardinal Point Capital Management
Ontario, Canada
$813K +$110K +2,900 +16%
BEI
91
Benjamin Edwards Inc
Missouri
$798K +$798K +21,089 New
SB
92
Strategic Blueprint
Georgia
$798K -$452K -11,948 -36%
AWM
93
Apollon Wealth Management
South Carolina
$796K -$25.4K -670 -3%
WIA
94
World Investment Advisors
California
$795K +$795K +20,993 New
JCM
95
Jacobi Capital Management
Pennsylvania
$783K +$373K +9,853 +91%
VBFP
96
Valtinson Bruner Financial Planning
Minnesota
$780K – – –
CIA
97
Cape Investment Advisory
Georgia
$778K – – –
BFA
98
Beacon Financial Advisory
Ohio
$775K +$58.9K +1,556 +8%
CFP
99
Cypress Financial Planning
New Jersey
$763K +$249K +6,581 +48%
OWA
100
Outlook Wealth Advisors
Texas
$752K -$5.3K -140 -0.7%
2 3
4
5 6