PAUG icon

Innovator US Equity Power Buffer ETF August

182 hedge funds and large institutions have $656M invested in Innovator US Equity Power Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
-11
Holders Change %
-5.7%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
12
Increased
27
Reduced
108
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$92.7M -$737K -20,840 -0.8%
BCM
2
Brookstone Capital Management
Illinois
$39.5M -$5.88M -166,272 -13%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$37.1M -$1.1M -31,225 -3%
PCM
4
Penserra Capital Management
California
$34.9M +$2.68M +75,684 +8%
Osaic Holdings
5
Osaic Holdings
Arizona
$26.8M -$13.3M -376,528 -33%
HighTower Advisors
6
HighTower Advisors
Illinois
$21.5M -$4.84M -136,770 -18%
AWP
7
Ascent Wealth Partners
New York
$17.4M -$275K -7,771 -2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$16.6M -$7.29M -206,108 -31%
William Blair & Company
9
William Blair & Company
Illinois
$16.1M -$280K -7,909 -2%
CAM
10
Cresset Asset Management
Illinois
$15.9M -$35 -1 -0%
ST
11
Sageworth Trust
Pennsylvania
$15.6M -$12.9M -365,398 -45%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$15.4M +$11.8M +332,116 +319%
KAS
13
Kestra Advisory Services
Texas
$15.2M +$8.56M +241,950 +129%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$12.7M +$9.07M +256,445 +253%
SIA
15
Soltis Investment Advisors
Utah
$9.93M +$9.22M +260,572 +1,296%
SPIA
16
Steward Partners Investment Advisory
New York
$9.05M -$157K -4,429 -2%
IIA
17
Integral Investment Advisors
California
$8.81M -$1.23M -34,853 -12%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$8.08M -$206K -5,809 -2%
Truist Financial
19
Truist Financial
North Carolina
$7.82M -$1.27M -36,033 -14%
CA
20
Cetera Advisors
Colorado
$7.76M +$639K +18,067 +9%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$7.62M -$1.38M -39,097 -15%
ICG
22
InterOcean Capital Group
Tennessee
$7.32M -$6.5M -183,582 -47%
NA
23
NewEdge Advisors
Louisiana
$6.86M +$776K +21,925 +13%
CAN
24
Cetera Advisor Networks
California
$6.51M -$1.04M -29,337 -14%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$6.37M +$378K +10,685 +6%