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Innovator US Equity Power Buffer ETF August
PAUG

Overview Fund Activity

174 hedge funds and large institutions have $502M invested in Innovator US Equity Power Buffer ETF August in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 112 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
174
Holders Change
-8
Holders Change %
-4.4%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
13
Increased
8
Reduced
112
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$7.12M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
$6.03M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.33M
4
LPL Financial
LPL Financial
California
$5.48M
5
Osaic Holdings
Osaic Holdings
Arizona
$28.5M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$7.64M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$19.2M
3
ST
Sageworth Trust
Pennsylvania
$0
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.87M
5
SPIA
Steward Partners Investment Advisory
New York
$841K
Name Holding Trade Value Shares
Change 		Shares
Change %
RIS
126
Retirement Income Solutions
Michigan
$344K – – –
CPIG
127
Chicago Partners Investment Group
Illinois
$343K -$149K -4,047 -30%
TWM
128
Tradition Wealth Management
Minnesota
$338K -$11K -300 -3%
RJA
129
Raymond James & Associates
Florida
$326K -$323K -8,836 -50%
Wolverine Trading
130
Wolverine Trading
Illinois
$325K +$325K +8,894 New
Betterment LLC
131
Betterment LLC
New York
$318K -$3.62K -99 -1%
CAL
132
Capital Analysts LLC
Pennsylvania
$296K -$3.42M -93,705 -92%
DWM
133
Dakota Wealth Management
Florida
$291K – – –
CAG
134
Compass Advisory Group
New York
$290K – – –
BFC
135
Bedel Financial Consulting
Indiana
$285K – – –
SEIA
136
Signature Estate & Investment Advisors
California
$280K +$280K +7,678 New
BRWA
137
B. Riley Wealth Advisors
Florida
$278K -$52.1K -1,428 -16%
NF
138
Nikulski Financial
Iowa
$275K – – –
TW
139
Transform Wealth
Colorado
$271K -$32.8K -898 -11%
EWM
140
Elmwood Wealth Management
California
$267K -$213K -5,835 -44%
SVWAG
141
Sound View Wealth Advisors Group
Georgia
$266K – – –
AWM
142
Atticus Wealth Management
Florida
$261K -$980K -26,845 -79%
SAG
143
SageView Advisory Group
California
$261K +$261K +7,154 New
SWM
144
Sugarloaf Wealth Management
Georgia
$259K – – –
CCM
145
Coldstream Capital Management
Washington
$253K – – –
LSA
146
Lion Street Advisors
Texas
$244K – – –
CWS
147
Cypress Wealth Services
California
$243K – – –
SOS
148
Silver Oak Securities
Tennessee
$241K -$11.9K -325 -5%
FNWA
149
Financial Network Wealth Advisors
Utah
$239K – – –
AWM
150
Axxcess Wealth Management
California
$228K -$321K -8,799 -58%
4 5
6
7 8