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

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$7.64M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$19.2M
3
ST
3
Sageworth Trust
Pennsylvania
$0
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.87M
5
SPIA
5
Steward Partners Investment Advisory
New York
$841K
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
151
Fiduciary Alliance
South Carolina
$211K +$211K +5,775 New
ASN
152
Advisory Services Network
Georgia
$209K +$209K +5,717 New
BWM
153
Brown Wealth Management
Illinois
$205K +$205K +5,618 New
Morgan Stanley
154
Morgan Stanley
New York
$189K +$139K +3,803 +278%
UBS Group
155
UBS Group
Switzerland
$187K +$129K +3,523 +220%
Royal Bank of Canada
156
Royal Bank of Canada
Ontario, Canada
$178K -$247K -6,759 -58%
CPA
157
Clear Point Advisors
New York
$166K – – –
CF
158
Centaurus Financial
California
$146K – – –
IF
159
Integrity Financial
Wyoming
$138K -$876 -24 -0.6%
CFD
160
Creative Financial Designs
Indiana
$119K -$51.1K -1,400 -30%
JPMorgan Chase & Co
161
JPMorgan Chase & Co
New York
$93.4K -$2.14M -58,633 -96%
WWM
162
Wagner Wealth Management
South Carolina
$73K – – –
EWA
163
EverSource Wealth Advisors
Alabama
$64.3K -$45.4K -1,233 -41%
AF
164
Advisornet Financial
Minnesota
$61.5K – – –
SS
165
Sunbelt Securities
Texas
$59.6K – – –
AWM
166
Avior Wealth Management
Nebraska
$14.6K +$14.6K +399 New
AWM
167
AllSquare Wealth Management
New York
$12.8K – – –
WP
168
WealthShield Partners
North Carolina
$12.8K – – –
ACM
169
Anfield Capital Management
California
$12.5K – – –
AF
170
Allworth Financial
California
$7.67K – – –
LFG
171
Larson Financial Group
Missouri
$5.62K – – –
CIBC Private Wealth Group
172
CIBC Private Wealth Group
Georgia
$3.67K – – –
MWM
173
Mascoma Wealth Management
New Hampshire
$2.34K +$2.34K +64 New
TFGT
174
TS Financial Group (TSFG)
Illinois
$1K – – –
ST
175
Sageworth Trust
Pennsylvania
– -$15.6M -440,102 Closed
4 5 6
7
8