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Innovator US Equity Ultra Buffer ETF August

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

6% less funds holding

Funds holding: 9387 (-6)

17.69% less ownership

Funds ownership: 72.34%54.65% (-18%)

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

51% less capital invested

Capital invested by funds: $165M → $81.3M (-$83.9M)

78% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 45

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
87
Holders Change
-6
Holders Change %
-6.45%
% of All Funds
1.17%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$5.37M -$662K -18,598 -11%
AIC
2
Archer Investment Corporation
Indiana
$5.28M -$210K -5,885 -4%
KAS
3
Kestra Advisory Services
Texas
$4.83M -$918K -25,776 -16%
KWM
4
KFG Wealth Management
Indiana
$4.83M -$3.73M -104,790 -43%
PCA
5
Prosperity Capital Advisors
Ohio
$4.35M +$555K +15,577 +14%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.32M -$865K -24,279 -16%
MW
7
MBL Wealth
North Carolina
$4.31M -$332K -9,308 -7%
BCM
8
Brookstone Capital Management
Illinois
$4M -$47M -1,319,336 -92%
BFG
9
Berger Financial Group
Minnesota
$2.74M -$97.5K -2,736 -3%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$2.46M -$1.62M -45,417 -39%
FFG
11
Fiduciary Financial Group
California
$1.96M
Raymond James Financial
12
Raymond James Financial
Florida
$1.81M -$2.36M -66,241 -56%
SB
13
Strategic Blueprint
Georgia
$1.68M -$126K -3,532 -7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.64M +$1.17M +32,718 +225%
CVA
15
Central Valley Advisors
California
$1.45M -$121K -3,411 -8%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.25M -$207K -5,809 -14%
CA
17
Clearstead Advisors
Ohio
$1.23M
WP
18
WealthShield Partners
North Carolina
$1.16M -$259K -7,275 -18%
MAM
19
Milestone Asset Management
Pennsylvania
$974K -$97.8K -2,745 -9%
LPL Financial
20
LPL Financial
California
$966K +$362K +10,150 +57%
MML Investors Services
21
MML Investors Services
Massachusetts
$940K -$80.1K -2,249 -8%
CFS
22
CRA Financial Services
New Jersey
$863K -$35.6K -1,000 -4%
PCA
23
Pallas Capital Advisors
Massachusetts
$857K -$3.09M -86,811 -78%
OMC
24
Old Mission Capital
Illinois
$843K +$214K +6,014 +33%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$831K +$62.1K +1,743 +8%

UAUG Hedge Fund Activity: Q1 2025 in Review

87 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF August (UAUG) for Q1 2025, worth a combined $81.3M — down 51% from $165M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of UAUG and 4 opened new positions — a net loss of 3 holders — while 45 trimmed existing stakes and 10 added.

The largest buyer was Susquehanna International Group, adding an estimated $1.17M. The largest seller was Brookstone Capital Management, cutting an estimated $47M.

  • 87 institutional investors held Innovator US Equity Ultra Buffer ETF August (UAUG) as of Q1 2025, down from 93 in Q4 2024.
  • Funds reported $81.3M of Innovator US Equity Ultra Buffer ETF August stock for Q1 2025, down 51% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Ultra Buffer ETF August positions in Q1 2025 and 7 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF August buyer in Q1 2025 was Susquehanna International Group, an estimated $1.17M added.
  • The largest Innovator US Equity Ultra Buffer ETF August seller in Q1 2025 was Brookstone Capital Management, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2025.