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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

45 hedge funds and large institutions have $950M invested in Innovator US Equity Ultra Buffer ETF August in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
45
Holders Change
+16
Holders Change %
+55.17%
% of All Funds
0.73%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
19
Increased
8
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ST
1
Sageworth Trust
Pennsylvania
$11M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.15M
3
BOSSRA
3
B.O.S.S. Retirement Advisors
Utah
$1.85M
4
PCA
4
Prosperity Capital Advisors
Ohio
$1.77M
5
KWM
5
KFG Wealth Management
Indiana
$921K

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$880M
2
AWM
2
Axxcess Wealth Management
California
$0
3
Jane Street
3
Jane Street
New York
$0
4
AWM
4
AE Wealth Management
Kansas
$23.6M
5
FA
5
Fermata Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SAG
26
SageView Advisory Group
California
$283K 10,821 +10,821 New
SVWAG
27
Sound View Wealth Advisors Group
Georgia
$263K 8,546 +8,546 New
MCC
28
Money Concepts Capital
Florida
$258K 9,877 +6,450 +188%
CAM
29
Cresset Asset Management
Illinois
$243K 9,286 – –
OMC
30
Old Mission Capital
Illinois
$236K 9,029 +9,029 New
IA
31
IFP Advisors
Florida
$221K 8,804 -700 -7%
Wolverine Trading
32
Wolverine Trading
Illinois
$219K 8,376 +8,376 New
Citadel Advisors
33
Citadel Advisors
Florida
$218K 8,330 -41 -0.5%
DFA
34
DHJJ Financial Advisors
Illinois
$217K 8,293 -100 -1%
KAS
35
Kestra Advisory Services
Texas
$211K 8,063 +8,063 New
Morgan Stanley
36
Morgan Stanley
New York
$150K 5,750 – –
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$108K 4,000 – –
ASN
38
Advisory Services Network
Georgia
$91.9K 3,519 +3,519 New
HI
39
Harbour Investments
Wisconsin
$39.3K 1,506 +1,506 New
AAP
40
Arax Advisory Partners
Colorado
$30.6K 1,173 – –
UBS Group
41
UBS Group
Switzerland
$13.3K 510 +510 New
AWM
42
Atticus Wealth Management
Florida
$5.22K 200 +200 New
BAM
43
Belpointe Asset Management
Nevada
$4.47K 171 +171 New
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$1K 46 +46 New
RWPA
45
Richard W. Paul & Associates
Michigan
$914 35 +35 New
AWM
46
Axxcess Wealth Management
California
– – -72,941 Closed
Jane Street
47
Jane Street
New York
– – -63,140 Closed
FA
48
Fermata Advisors
California
– – -18,947 Closed
CFGS
49
Concourse Financial Group Securities
Alabama
– – – –
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2