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Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

86 hedge funds and large institutions have $175M invested in Innovator US Equity Ultra Buffer ETF August in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 41 reducing their positions, and 13 closing their positions.

Holders
86
Holders Change
-4
Holders Change %
-4.44%
% of All Funds
1.25%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
10
Increased
16
Reduced
41
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.7M
2
SIA
2
Soltis Investment Advisors
Utah
$6.24M
3
CA
3
Cetera Advisors
Colorado
$4.68M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.2M
5
OBWG
5
Onyx Bridge Wealth Group
New York
$7.98M

Top Sellers

1
ACM
1
Advance Capital Management
Michigan
$1.95M
2
SAG
2
SageView Advisory Group
California
$617K
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$6.19M
4
MOS
4
MGO One Seven
Ohio
$0
5
BCM
5
Brookstone Capital Management
Illinois
$22.1M
Name Market Value Shares Shares
Change 		Shares
Change %
CPIG
26
Chicago Partners Investment Group
Illinois
$1.53M 47,465 +978 +2%
PCA
27
Prosperity Capital Advisors
Ohio
$1.45M 44,391 -4,809 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.33M 40,871 +927 +2%
WP
29
WealthShield Partners
North Carolina
$1.23M 37,658 -1,145 -3%
HWP
30
Heritage Wealth Partners
Ohio
$1.22M 39,844 – –
EMAM
31
Encompass More Asset Management
California
$1.18M 36,091 +11,087 +44%
MAM
32
Milestone Asset Management
Pennsylvania
$1.13M 34,759 -1,655 -5%
RA
33
RFG Advisory
Alabama
$1.03M 31,656 +5,739 +22%
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$956K 29,290 -443 -1%
TF
35
Trek Financial
Arizona
$952K 29,160 -74,883 -72%
CFS
36
CRA Financial Services
New Jersey
$830K 25,430 -3,025 -11%
Citadel Advisors
37
Citadel Advisors
Florida
$827K 25,333 +3,388 +15%
AWA
38
Arete Wealth Advisors
Illinois
$822K 25,175 -229 -0.9%
BWM
39
Buska Wealth Management
Wisconsin
$799K 24,467 +24,467 New
SPIA
40
Steward Partners Investment Advisory
New York
$741K 22,690 -4,405 -16%
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$669K 20,493 -3,664 -15%
FCFC
42
First Commonwealth Financial Corp
Pennsylvania
$645K 19,752 – –
KWS
43
Keystone Wealth Services
California
$639K 19,585 – –
SAG
44
SageView Advisory Group
California
$617K 21,895 -1,814,922 -99%
MG
45
Mather Group
Illinois
$593K 19,278 – –
KWM
46
Kingsview Wealth Management
Oregon
$574K 17,589 -2,509 -12%
HF
47
HRT Financial
New York
$568K 17,401 +17,401 New
CAN
48
Cetera Advisor Networks
California
$566K 17,341 +150 +0.9%
DI
49
Diligent Investors
California
$535K 16,400 – –
DIA
50
Dana Investment Advisors
Wisconsin
$511K 15,662 +2,932 +23%
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