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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 %
WP
151
WealthPLAN Partners
Nebraska
$294K -$93.6K -2,471 -24%
BWM
152
Brown Wealth Management
Illinois
$287K +$74.7K +1,974 +35%
BRWA
153
B. Riley Wealth Advisors
Florida
$287K -$1.02K -27 -0.4%
BAM
154
Belpointe Asset Management
Nevada
$284K -$574K -15,173 -67%
SAG
155
SageView Advisory Group
California
$282K +$11.4K +300 +4%
TW
156
Transform Wealth
Colorado
$281K – – –
LSA
157
Lion Street Advisors
Texas
$279K +$26.2K +692 +10%
SVWAG
158
Sound View Wealth Advisors Group
Georgia
$276K – – –
AWM
159
Atticus Wealth Management
Florida
$271K – – –
LWM
160
Lakeridge Wealth Management
Ohio
$258K +$258K +6,825 New
CWS
161
Cypress Wealth Services
California
$252K – – –
FA
162
Fiduciary Alliance
South Carolina
$241K +$22K +581 +10%
SCA
163
Snowden Capital Advisors
New York
$233K +$233K +6,167 New
Citadel Advisors
164
Citadel Advisors
Florida
$233K -$234K -6,168 -50%
LF
165
Lantz Financial
Illinois
$233K +$233K +6,148 New
RFG
166
Range Financial Group
Oregon
$224K +$224K +5,918 New
OPS
167
Orion Portfolio Solutions
Nebraska
$223K +$223K +5,903 New
BCI
168
Brinker Capital Investments
Pennsylvania
$223K +$223K +5,903 New
PA
169
PFG Advisors
Arizona
$222K +$222K +5,870 New
USCWA
170
U.S. Capital Wealth Advisors
Texas
$221K +$221K +5,845 New
ASN
171
Advisory Services Network
Georgia
$209K – – –
W
172
WorthPointe
California
$201K +$201K +5,307 New
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$175K +$78.2K +2,065 +81%
CPA
174
Clear Point Advisors
New York
$172K – – –
CF
175
Centaurus Financial
California
$151K – – –
5 6
7
8 9