UAUG icon

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 %
MML Investors Services
51
MML Investors Services
Massachusetts
$489K 14,974 -1,303 -8%
OMC
52
Old Mission Capital
Illinois
$460K 14,101 -17,133 -55%
CA
53
Claro Advisors
Massachusetts
$454K 13,894 -1,100 -7%
LPL Financial
54
LPL Financial
California
$442K 13,545 +2,264 +20%
Royal Bank of Canada
55
Royal Bank of Canada
Ontario, Canada
$414K 12,672 +9,851 +349%
LWM
56
Lakeridge Wealth Management
Ohio
$414K 12,676 – –
TC
57
TownSquare Capital
Utah
$372K 11,395 -11,101 -49%
SW
58
Simplicity Wealth
New Jersey
$333K 10,214 +10,214 New
APW
59
Atlantic Private Wealth
North Carolina
$319K 9,775 – –
OPA
60
Old Port Advisors
Maine
$310K 9,500 -690 -7%
SPC
61
Sigma Planning Corp
Michigan
$294K 9,010 -6,082 -40%
Truist Financial
62
Truist Financial
North Carolina
$285K 8,744 – –
SFP
63
Sterling Financial Planning
New Jersey
$276K 8,446 – –
4WM
64
4J Wealth Management
Virginia
$260K 7,950 -300 -4%
Janney Montgomery Scott
65
Janney Montgomery Scott
Pennsylvania
$233K 7,142 – –
BWM
66
Brown Wealth Management
Illinois
$230K 7,032 -11 -0.2%
BWM
67
BCS Wealth Management
Tennessee
$210K 6,425 -2,135 -25%
TWM
68
Tradition Wealth Management
Minnesota
$207K 6,337 +6,337 New
DFA
69
DHJJ Financial Advisors
Illinois
$203K 6,230 -534 -8%
AF
70
Advisornet Financial
Minnesota
$198K 6,053 – –
Morgan Stanley
71
Morgan Stanley
New York
$196K 6,008 -5,492 -48%
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$178K 5,456 +5,456 New
SWM
73
Sugarloaf Wealth Management
Georgia
$165K 5,050 – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$163K 5,000 – –
IA
75
IFP Advisors
Florida
$111K 3,400 +3,400 New
1 2
3
4