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Innovator US Equity Ultra Buffer ETF August

80 hedge funds and large institutions have $82.2M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 40 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $81.3M → $82.2M (+$856K)

0.22% more ownership

Funds ownership: 54.65%54.86% (+0.22%)

8% less funds holding

Funds holding: 8780 (-7)

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

80% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 40

Holders
80
Holders Change
-7
Holders Change %
-8.05%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
40
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWS
26
Keystone Wealth Services
California
$717K -$3.53K -100 -0.5%
Truist Financial
27
Truist Financial
North Carolina
$695K -$141K -4,000 -18%
W
28
WPWealth
Texas
$691K -$50.3K -1,426 -7%
SPIA
29
Steward Partners Investment Advisory
New York
$662K -$50.5K -1,430 -7%
OBWG
30
Onyx Bridge Wealth Group
New York
$588K -$129K -3,664 -19%
AA
31
ACT Advisors
North Carolina
$568K
PA
32
PFG Advisors
Arizona
$529K -$31.8K -900 -6%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$521K -$1.18M -33,325 -71%
ACM
34
Advance Capital Management
Michigan
$519K -$20.2K -573 -4%
VPF
35
Vantage Point Financial
Illinois
$510K
KWM
36
Kingsview Wealth Management
Oregon
$477K
PAS
37
PKS Advisory Services
New York
$476K -$6.81K -193 -1%
CPIG
38
Chicago Partners Investment Group
Illinois
$471K -$33.1K -938 -7%
DI
39
Diligent Investors
California
$449K
BWM
40
Buska Wealth Management
Wisconsin
$434K -$158K -4,478 -28%
HighTower Advisors
41
HighTower Advisors
Illinois
$426K
LWM
42
Lakeridge Wealth Management
Ohio
$390K
SW
43
Simplicity Wealth
New Jersey
$387K
SAG
44
SageView Advisory Group
California
$386K -$53K -1,500 -13%
Citadel Advisors
45
Citadel Advisors
Florida
$381K +$138K +3,922 +63%
CAM
46
Cresset Asset Management
Illinois
$348K
DIA
47
Dana Investment Advisors
Wisconsin
$344K -$20.1K -568 -6%
SWM
48
Spire Wealth Management
Virginia
$330K -$153K -4,344 -33%
FIA
49
Foundations Investment Advisors
Arizona
$326K -$192K -5,424 -38%
ASN
50
Advisory Services Network
Georgia
$326K

UAUG Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF August (UAUG) for Q2 2025, worth a combined $82.2M — up 1.1% from $81.3M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UAUG and 2 opened new positions — a net loss of 6 holders — while 40 trimmed existing stakes and 8 added.

The largest buyer was Old Mission Capital, adding an estimated $776K. The largest seller was Clearstead Advisors, exiting entirely with an estimated $1.23M sold.

  • 80 institutional investors held Innovator US Equity Ultra Buffer ETF August (UAUG) as of Q2 2025, down from 87 in Q1 2025.
  • Funds reported $82.2M of Innovator US Equity Ultra Buffer ETF August stock for Q2 2025, up 1.1% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Ultra Buffer ETF August positions in Q2 2025 and 8 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Ultra Buffer ETF August buyer in Q2 2025 was Old Mission Capital, an estimated $776K added.
  • The largest Innovator US Equity Ultra Buffer ETF August seller in Q2 2025 was Clearstead Advisors, an estimated $1.23M sold.

Based on aggregated 13F filings for Q2 2025.