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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 %
SWM
76
Spire Wealth Management
Virginia
$71.5K 2,190 – –
GWM
77
Geneos Wealth Management
Colorado
$55.2K 1,690 – –
OCM
78
Orion Capital Management
California
$47.5K 1,455 – –
HI
79
Harbour Investments
Wisconsin
$46.1K 1,411 -95 -6%
UBS Group
80
UBS Group
Switzerland
$39.8K 1,219 +1,219 New
HFM
81
Hartford Financial Management
Connecticut
$36.9K 1,129 -3,202 -74%
AWM
82
Atticus Wealth Management
Florida
$6.53K 200 – –
AAP
83
Arax Advisory Partners
Colorado
$3.92K 120 – –
CA
84
CoreCap Advisors
Michigan
$3.43K 105 +105 New
FFA
85
Farther Finance Advisors
California
$880 27 +27 New
OLVIG
86
Oliver Lagore Vanvalin Investment Group
Michigan
$686 21 – –
MOS
87
MGO One Seven
Ohio
– – -436,428 Closed
PCS
88
Private Client Services
Kentucky
– – -240,647 Closed
CFCI
89
Comprehensive Financial Consultants Institutional
Indiana
– – -82,140 Closed
MWM
90
Maltin Wealth Management
New Jersey
– – -71,483 Closed
FIA
91
Foundations Investment Advisors
Arizona
– – -36,461 Closed
WA
92
Wealth Alliance
New York
– – -15,924 Closed
RJFSA
93
Raymond James Financial Services Advisors
Florida
– – -15,412 Closed
CAM
94
Cresset Asset Management
Illinois
– – -9,286 Closed
SVWAG
95
Sound View Wealth Advisors Group
Georgia
– – -8,546 Closed
SW
96
Schulz Wealth
Texas
– – -7,315 Closed
ASN
97
Advisory Services Network
Georgia
– – -3,519 Closed
Fidelity Investments
98
Fidelity Investments
Massachusetts
– – -750 Closed
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
– – -16 Closed
CFGS
100
Concourse Financial Group Securities
Alabama
– – – –
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