We are live on ! Find out more
ZAUG

Innovator Equity Defined Protection ETF - 1 Yr August

46 hedge funds and large institutions have $42.9M invested in Innovator Equity Defined Protection ETF - 1 Yr August in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

7.95% more ownership

Funds ownership: 57.64%65.59% (+8%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $44.2M → $42.9M (-$1.25M)

6% less funds holding

Funds holding: 4946 (-3)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
46
Holders Change
-3
Holders Change %
-6.12%
% of All Funds
0.62%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
4
Increased
9
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
26
Brown Wealth Management
Illinois
$286K
AAS
27
Avantax Advisory Services
Texas
$269K
MFG
28
MTM Financial Group
Pennsylvania
$266K
CFS
29
Commonwealth Financial Services
West Virginia
$256K
OMC
30
Old Mission Capital
Illinois
$244K -$354K -14,193 -59%
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$237K
DI
32
Diligent Investors
California
$222K
IWM
33
IMG Wealth Management
Florida
$180K
Osaic Holdings
34
Osaic Holdings
Arizona
$167K +$49.6K +1,988 +42%
Barclays
35
Barclays
United Kingdom
$146K +$142K +5,706 +2,679%
IA
36
IFP Advisors
Florida
$113K +$26.1K +1,045 +29%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$104K
CA
38
Continuum Advisory
Idaho
$102K
FNWA
39
Financial Network Wealth Advisors
Utah
$96.8K +$64.6K +2,589 +195%
HI
40
Harbour Investments
Wisconsin
$95.9K
EWM
41
Evermay Wealth Management
Virginia
$74.1K
PS
42
Principal Securities
Iowa
$46.6K
UBS Group
43
UBS Group
Switzerland
$34.5K +$34.9K +1,398 New
CAL
44
Capital Analysts LLC
Pennsylvania
$25K +$25.6K +1,027 New
NWMP
45
Noble Wealth Management PBC
Colorado
$24.7K
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$13K +$13.2K +527 New
OIA
47
OneDigital Investment Advisors
Kansas
-$214K -8,591 Closed
TF
48
Trek Financial
Arizona
-$210K -8,436 Closed
AA
49
Armis Advisers
Georgia
-$206K -8,261 Closed
SS
50
Sunbelt Securities
Texas
-$73.5K -2,950 Closed

ZAUG Hedge Fund Activity: Q1 2025 in Review

46 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) for Q1 2025, worth a combined $42.9M — down 2.8% from $44.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of ZAUG and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 9 added.

The largest buyer was Farther Finance Advisors, opening a new position worth an estimated $1.44M. The largest seller was Cambridge Investment Research Advisors, cutting an estimated $1.34M.

  • 46 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr August (ZAUG) as of Q1 2025, down from 49 in Q4 2024.
  • Funds reported $42.9M of Innovator Equity Defined Protection ETF - 1 Yr August stock for Q1 2025, down 2.8% quarter-over-quarter.
  • 4 funds opened new Innovator Equity Defined Protection ETF - 1 Yr August positions in Q1 2025 and 6 closed out, a net change of -2 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr August buyer in Q1 2025 was Farther Finance Advisors, an estimated $1.44M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr August seller in Q1 2025 was Cambridge Investment Research Advisors, an estimated $1.34M sold.

Based on aggregated 13F filings for Q1 2025.