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Innovator US Equity Buffer ETF May
BMAY

75 hedge funds and large institutions have $138M invested in Innovator US Equity Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

6% more funds holding

Funds holding: 71 → 75 (+4)

1.92% more ownership

Funds ownership: 78.43% → 80.35% (+1.9%)

3% more capital invested

Capital invested by funds: $133M → $138M (+$4.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
13
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cerity Partners
Cerity Partners
New York
+$2.52M
2
BMM
Berkshire Money Management
Massachusetts
+$1.59M
3
PCM
Penserra Capital Management
California
+$1.32M
4
WIM
WealthPlan Investment Management
Nebraska
+$960K
5
CPIG
Chicago Partners Investment Group
Illinois
+$494K

Top Sellers

Rank Fund Capital Flow
1
W
Wealthquest
Ohio
-$4.05M
2
KF
Krilogy Financial
Missouri
-$2.25M
3
Osaic Holdings
Osaic Holdings
Arizona
-$759K
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$619K
5
OMC
Old Mission Capital
Illinois
-$592K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
26
SignatureFD
Georgia
$792K – – –
LNC
27
Lincoln National Corp
Pennsylvania
$791K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$746K -$165K -5,700 -18%
IIA
29
Integral Investment Advisors
California
$744K -$8.26K -285 -1%
OWA
30
Outlook Wealth Advisors
Texas
$743K – – –
CA
31
CoreCap Advisors
Michigan
$720K +$145K +5,016 +25%
HighTower Advisors
32
HighTower Advisors
Illinois
$704K +$297K +10,261 +73%
BWM
33
BCS Wealth Management
Tennessee
$619K -$35.8K -1,237 -5%
DFA
34
DHJJ Financial Advisors
Illinois
$588K -$36.5K -1,260 -6%
RGF
35
Retirement Guys Formula
Ohio
$542K – – –
FCFC
36
First Commonwealth Financial Corp
Pennsylvania
$536K – – –
CW
37
CreativeOne Wealth
Kansas
$456K -$47.1K -1,625 -9%
OCM
38
Orion Capital Management
California
$456K – – –
CAN
39
Cetera Advisor Networks
California
$450K +$450K +15,529 New
KCM
40
Kathmere Capital Management
Pennsylvania
$392K -$1.56K -54 -0.4%
AFP
41
Ausdal Financial Partners
Iowa
$381K -$521 -18 -0.1%
AAP
42
Arax Advisory Partners
Colorado
$381K -$4.89K -169 -1%
AFGAS
43
Allegiance Financial Group Advisory Services
Virginia
$380K +$380K +13,114 New
KAS
44
Kestra Advisory Services
Texas
$372K -$20.3K -700 -5%
PWMG
45
Pinnacle Wealth Management Group
Michigan
$369K – – –
FANJ
46
Financial Architects (New Jersey)
New Jersey
$353K – – –
AWA
47
Arkadios Wealth Advisors
Georgia
$326K -$14.5K -500 -4%
MML Investors Services
48
MML Investors Services
Massachusetts
$318K +$12.4K +428 +4%
RA
49
RFG Advisory
Alabama
$308K – – –
Citadel Advisors
50
Citadel Advisors
Florida
$299K +$299K +10,312 New
1
2
3 4

BMAY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q4 2022, worth a combined $138M — up 3.4% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BMAY positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $2.52M. The largest seller was Wealthquest, cutting an estimated $4.05M.

  • 75 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q4 2022, up from 71 in Q3 2022.
  • Funds reported $138M of Innovator US Equity Buffer ETF May stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF May positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF May buyer in Q4 2022 was Cerity Partners, an estimated $2.52M added.
  • The largest Innovator US Equity Buffer ETF May seller in Q4 2022 was Wealthquest, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2022.