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Innovator US Equity Power Buffer ETF August

23 hedge funds and large institutions have $24.9M invested in Innovator US Equity Power Buffer ETF August in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 0 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 2

28% more funds holding

Funds holding: 1823 (+5)

10.62% less ownership

Funds ownership: 61.49%50.87% (-11%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

63% less capital invested

Capital invested by funds: $67.8M → $24.9M (-$42.9M)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 9

Holders
23
Holders Change
+5
Holders Change %
+27.78%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
9
Increased
Reduced
9
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$8.96M -$49.9K -1,998 -0.5%
CWG
2
Cornerstone Wealth Group
North Carolina
$6.28M -$45.7K -1,829 -0.7%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.5M +$2.69M +107,650 New
CA
4
Cetera Advisors
Colorado
$1.19M
Citadel Advisors
5
Citadel Advisors
Florida
$1M +$1.09M +43,480 New
CAN
6
Cetera Advisor Networks
California
$770K -$153K -6,131 -15%
GI
7
Gradient Investments
Minnesota
$671K -$37.7M -1,510,474 -98%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$616K +$668K +26,738 New
PCS
9
Personal CFO Solutions
New Jersey
$507K -$69.1K -2,767 -11%
OMC
10
Old Mission Capital
Illinois
$425K -$482K -19,288 -51%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$386K -$12K -480 -3%
HighTower Advisors
12
HighTower Advisors
Illinois
$314K
MWM
13
Maltin Wealth Management
New Jersey
$276K +$300K +12,000 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$244K -$2.93M -117,168 -92%
CPIG
15
Chicago Partners Investment Group
Illinois
$227K +$231K +9,255 New
TSS
16
Two Sigma Securities
New York
$212K +$230K +9,217 New
IA
17
IFP Advisors
Florida
$161K
JP Morgan Chase
18
JP Morgan Chase
New York
$82K -$76.5K -3,064 -46%
VFA
19
Valeo Financial Advisors
Indiana
$49K
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$23K +$25K +1,000 New
AIC
21
Ameritas Investment Company
Nebraska
$23K +$25.5K +1,020 New
WCG
22
Weaver Consulting Group
California
$7K
SIS
23
Sound Income Strategies
Florida
$6K +$6.07K +243 New
NFG
24
Next Financial Group
Texas
-$374K -14,500 Closed
UBS Group
25
UBS Group
Switzerland
-$1K -27 Closed

PAUG Hedge Fund Activity: Q1 2020 in Review

23 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF August (PAUG) for Q1 2020, worth a combined $24.9M — down 63% from $67.8M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new PAUG positions and 2 closed out — a net gain of 7 holders — while 0 added to existing stakes and 9 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $1.09M. The largest seller was Gradient Investments, cutting an estimated $37.7M.

  • 23 institutional investors held Innovator US Equity Power Buffer ETF August (PAUG) as of Q1 2020, up from 18 in Q4 2019.
  • Funds reported $24.9M of Innovator US Equity Power Buffer ETF August stock for Q1 2020, down 63% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF August positions in Q1 2020 and 2 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF August buyer in Q1 2020 was Citadel Advisors, an estimated $1.09M added.
  • The largest Innovator US Equity Power Buffer ETF August seller in Q1 2020 was Gradient Investments, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.