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Innovator US Equity Ultra Buffer ETF August

23 hedge funds and large institutions have $12.7M invested in Innovator US Equity Ultra Buffer ETF August in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 3

35% more funds holding

Funds holding: 1723 (+6)

11.2% less ownership

Funds ownership: 47.72%36.52% (-11%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

36% less capital invested

Capital invested by funds: $20M → $12.7M (-$7.23M)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$2.86M -$9.18M -333,692 -77%
DLHL
2
Donald L. Hagan LLC
Florida
$2.12M +$128K +4,652 +7%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.03M +$771K +28,021 +308%
OMC
4
Old Mission Capital
Illinois
$1.01M +$593K +21,567 +146%
Osaic Holdings
5
Osaic Holdings
Arizona
$910K -$110K -3,986 -11%
LJAC
6
L.J. Altfest & Co
New York
$680K -$57.2K -2,081 -8%
CAN
7
Cetera Advisor Networks
California
$606K -$151K -5,500 -20%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$567K -$27.1K -985 -5%
Citadel Advisors
9
Citadel Advisors
Florida
$544K -$94.4K -3,431 -15%
AWA
10
Arete Wealth Advisors
Illinois
$533K
AAP
11
Arax Advisory Partners
Colorado
$285K +$24.5K +889 +10%
AIC
12
Archer Investment Corporation
Indiana
$285K -$170K -6,177 -38%
CA
13
Claro Advisors
Massachusetts
$259K +$255K +9,272 New
DFA
14
DHJJ Financial Advisors
Illinois
$230K +$227K +8,243 New
Wolverine Trading
15
Wolverine Trading
Illinois
$213K +$211K +7,657 New
Morgan Stanley
16
Morgan Stanley
New York
$184K +$181K +6,590 New
ICP
17
Interchange Capital Partners
Pennsylvania
$139K +$138K +5,000 New
BFC
18
Bedel Financial Consulting
Indiana
$121K
MCC
19
Money Concepts Capital
Florida
$61K +$59.9K +2,178 New
UBS Group
20
UBS Group
Switzerland
$51K +$34.5K +1,253 +216%
HFA
21
Hoover Financial Advisors
Pennsylvania
$28K +$27.5K +1,000 New
CAAS
22
Capital Asset Advisory Services
Michigan
$6K +$5.64K +205 New
TWM
23
Tradition Wealth Management
Minnesota
$1K +$1.02K +37 New
CWG
24
Cornerstone Wealth Group
North Carolina
-$399K -14,787 Closed
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
-$228K -8,452 Closed

UAUG Hedge Fund Activity: Q4 2020 in Review

23 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF August (UAUG) for Q4 2020, worth a combined $12.7M — down 36% from $20M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new UAUG positions and 3 closed out — a net gain of 6 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $771K. The largest seller was HighTower Advisors, cutting an estimated $9.18M.

  • 23 institutional investors held Innovator US Equity Ultra Buffer ETF August (UAUG) as of Q4 2020, up from 17 in Q3 2020.
  • Funds reported $12.7M of Innovator US Equity Ultra Buffer ETF August stock for Q4 2020, down 36% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Ultra Buffer ETF August positions in Q4 2020 and 3 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Ultra Buffer ETF August buyer in Q4 2020 was Susquehanna International Group, an estimated $771K added.
  • The largest Innovator US Equity Ultra Buffer ETF August seller in Q4 2020 was HighTower Advisors, an estimated $9.18M sold.

Based on aggregated 13F filings for Q4 2020.