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Innovator US Equity Ultra Buffer ETF August

20 hedge funds and large institutions have $11.2M invested in Innovator US Equity Ultra Buffer ETF August in 2022 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 2120 (-1)

8.04% less ownership

Funds ownership: 49.63%41.59% (-8%)

33% less capital invested

Capital invested by funds: $16.7M → $11.2M (-$5.51M)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

63% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 8

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
20
Holders Change
-1
Holders Change %
-4.76%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
2
Increased
3
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
Axxcess Wealth Management
California
$2M -$360K -12,529 -15%
HighTower Advisors
2
HighTower Advisors
Illinois
$1.43M
SB
3
Strategic Blueprint
Georgia
$1.28M +$227K +7,904 +22%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.13M +$106K +3,679 +10%
FA
5
Fermata Advisors
California
$859K -$92.4K -3,213 -10%
AWA
6
Arete Wealth Advisors
Illinois
$711K +$95.4K +3,318 +16%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$660K -$7.19K -250 -1%
FCFC
8
First Commonwealth Financial Corp
Pennsylvania
$574K
AIC
9
Archer Investment Corporation
Indiana
$509K -$31.1K -1,080 -6%
Wolverine Trading
10
Wolverine Trading
Illinois
$458K +$452K +15,702 New
TFS
11
TrustCore Financial Services
Tennessee
$434K
DFA
12
DHJJ Financial Advisors
Illinois
$248K
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$201K +$199K +6,911 New
IA
14
IFP Advisors
Florida
$183K -$87.2K -3,031 -29%
BFC
15
Bedel Financial Consulting
Indiana
$176K
Morgan Stanley
16
Morgan Stanley
New York
$167K
FAG
17
Fortitude Advisory Group
Washington
$106K
UBS Group
18
UBS Group
Switzerland
$44K -$6.38K -222 -13%
AAP
19
Arax Advisory Partners
Colorado
$34K -$12.7K -442 -27%
Koshinski Asset Management
20
Koshinski Asset Management
Illinois
$10.5K -$23.6K -820 -69%
DLHL
21
Donald L. Hagan LLC
Florida
-$3.51M -119,859 Closed
AA
22
Advisory Alpha
Michigan
-$2.07M -70,621 Closed
OMC
23
Old Mission Capital
Illinois
-$275K -9,399 Closed

UAUG Hedge Fund Activity: Q1 2022 in Review

20 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF August (UAUG) for Q1 2022, worth a combined $11.2M — down 33% from $16.7M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of UAUG and 2 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 3 added.

The largest buyer was Wolverine Trading, opening a new position worth an estimated $452K. The largest seller was Donald L. Hagan LLC, exiting entirely with an estimated $3.51M sold.

  • 20 institutional investors held Innovator US Equity Ultra Buffer ETF August (UAUG) as of Q1 2022, down from 21 in Q4 2021.
  • Funds reported $11.2M of Innovator US Equity Ultra Buffer ETF August stock for Q1 2022, down 33% quarter-over-quarter.
  • 2 funds opened new Innovator US Equity Ultra Buffer ETF August positions in Q1 2022 and 3 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF August buyer in Q1 2022 was Wolverine Trading, an estimated $452K added.
  • The largest Innovator US Equity Ultra Buffer ETF August seller in Q1 2022 was Donald L. Hagan LLC, an estimated $3.51M sold.

Based on aggregated 13F filings for Q1 2022.