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Innovator US Equity Power Buffer ETF August

18 hedge funds and large institutions have $67.8M invested in Innovator US Equity Power Buffer ETF August in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

5% less funds holding

Funds holding: 1918 (-1)

8% less capital invested

Capital invested by funds: $73.8M → $67.8M (-$6.01M)

8.63% less ownership

Funds ownership: 70.12%61.49% (-8.6%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.42M

Holders
18
Holders Change
-1
Holders Change %
-5.26%
% of All Funds
0.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
5
Increased
4
Reduced
7
Closed
5
Calls
Puts
$1.42M
Net Calls
-$1.42M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
GI
1
Gradient Investments
Minnesota
$39.7M -$572K -22,436 -1%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$9.52M -$14.6K -573 -0.2%
CWG
3
Cornerstone Wealth Group
North Carolina
$7.07M +$59.2K +2,324 +0.9%
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.29M +$60.6K +2,377 +2%
AG
5
Advisor Group
Arizona
$1.59M +$51K +2,000 +3%
CA
6
Cetera Advisors
Colorado
$1.33M
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$1.16M +$486K +19,075 +74%
CAN
8
Cetera Advisor Networks
California
$1.02M -$4.84K -190 -0.5%
OMC
9
Old Mission Capital
Illinois
$972K +$961K +37,739 New
PCS
10
Personal CFO Solutions
New Jersey
$638K -$2.74M -107,389 -81%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$445K -$24.8K -973 -5%
NFG
12
Next Financial Group
Texas
$374K -$53.9K -2,114 -13%
HighTower Advisors
13
HighTower Advisors
Illinois
$351K +$347K +13,634 New
IA
14
IFP Advisors
Florida
$177K
JP Morgan Chase
15
JP Morgan Chase
New York
$170K -$8.66K -340 -5%
VFA
16
Valeo Financial Advisors
Indiana
$52K +$51.8K +2,032 New
WCG
17
Weaver Consulting Group
California
$8K +$7.64K +300 New
UBS Group
18
UBS Group
Switzerland
$1K +$688 +27 New
BCI
19
Brinker Capital Investments
Pennsylvania
-$3.15M -125,000 Closed
Jane Street
20
Jane Street
New York
-$780K -30,973 Closed
ACM
21
Avalon Capital Management
California
-$527K -20,915 Closed
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$460K -18,248 Closed
Wolverine Trading
23
Wolverine Trading
Illinois
-$285K -11,370 Closed

PAUG Hedge Fund Activity: Q4 2019 in Review

18 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF August (PAUG) for Q4 2019, worth a combined $67.8M — down 8.1% from $73.8M a quarter earlier.

Fund positioning in PAUG was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 7 trimmed.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $961K. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $3.15M sold.

  • 18 institutional investors held Innovator US Equity Power Buffer ETF August (PAUG) as of Q4 2019, down from 19 in Q3 2019.
  • Funds reported $67.8M of Innovator US Equity Power Buffer ETF August stock for Q4 2019, down 8.1% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF August positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF August buyer in Q4 2019 was Old Mission Capital, an estimated $961K added.
  • The largest Innovator US Equity Power Buffer ETF August seller in Q4 2019 was Brinker Capital Investments, an estimated $3.15M sold.

Based on aggregated 13F filings for Q4 2019.