UAUG icon

Innovator US Equity Ultra Buffer ETF August
UAUG

Overview Fund Activity

87 hedge funds and large institutions have $81.3M invested in Innovator US Equity Ultra Buffer ETF August in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
10
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.13M
2
PCA
Prosperity Capital Advisors
Ohio
+$541K
3
SW
Simplicity Wealth
New Jersey
+$358K
4
LPL Financial
LPL Financial
California
+$351K
5
HF
HRT Financial
New York
+$218K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$45.7M
2
TPW
Talon Private Wealth
Florida
-$9.43M
3
OBWG
Onyx Bridge Wealth Group
New York
-$7.79M
4
KWM
KFG Wealth Management
Indiana
-$3.63M
5
PCA
Pallas Capital Advisors
Massachusetts
-$3.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
51
Atlantic Private Wealth
North Carolina
$338K – – –
DIA
52
Dana Investment Advisors
Wisconsin
$338K – – –
CAM
53
Cresset Asset Management
Illinois
$321K – – –
WFAG
54
Worth Financial Advisory Group
North Carolina
$301K – – –
ASN
55
Advisory Services Network
Georgia
$295K – – –
AWA
56
Arete Wealth Advisors
Illinois
$292K -$82.4K -2,377 -22%
SFP
57
Sterling Financial Planning
New Jersey
$281K -$8.79K -254 -3%
AAS
58
Avantax Advisory Services
Texas
$279K – – –
CWG
59
Cornerstone Wealth Group
North Carolina
$271K – – –
KWA
60
Kellett Wealth Advisors
Ohio
$270K – – –
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$267K -$113K -3,250 -30%
MG
62
Mather Group
Illinois
$264K – – –
TF
63
Trek Financial
Arizona
$254K -$958K -27,659 -79%
AWM
64
Accurate Wealth Management
Florida
$248K -$143K -4,248 -37%
TPW
65
Talon Private Wealth
Florida
$245K -$9.43M -266,707 -97%
4WM
66
4J Wealth Management
Virginia
$237K – – –
AWS
67
Atria Wealth Solutions
New York
$236K – – –
HF
68
HRT Financial
New York
$218K +$218K +6,323 New
Citadel Advisors
69
Citadel Advisors
Florida
$216K +$216K +6,247 New
IWM
70
IMG Wealth Management
Florida
$211K -$554 -16 -0.3%
GFA
71
Gallagher Fiduciary Advisors
Illinois
$208K – – –
Morgan Stanley
72
Morgan Stanley
New York
$199K – – –
WTFG
73
Wood Tarver Financial Group
Idaho
$187K – – –
UBS Group
74
UBS Group
Switzerland
$170K +$169K +4,882 +12,205%
AWM
75
AE Wealth Management
Kansas
$128K +$26.2K +756 +26%
1 2
3
4