Innovator US Equity Buffer ETF May
BMAY
79 hedge funds and large institutions have $97.2M invested in Innovator US Equity Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 35 increasing their positions, 17 reducing their positions, and 12 closing their positions.
106% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 17
42% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 12
7% more funds holding
Funds holding: 74 → 79 (+5)
5% more capital invested
Capital invested by funds: $92.5M → $97.2M (+$4.78M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8.64% less ownership
Funds ownership: 79.33% → 70.69% (-8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.82M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.29M |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$1.25M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$891K |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$864K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFG
Frisch Financial Group
Melville,
New York
|
-$8.76M |
| 2 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$5.12M |
| 3 |
Cerity Partners
New York
|
-$1.16M |
| 4 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$1.06M |
| 5 |
LSA
Lion Street Advisors
Austin,
Texas
|
-$919K |
BMAY Hedge Fund Activity: Q2 2023 in Review
79 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q2 2023, worth a combined $97.2M — up 5.2% from $92.5M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new BMAY positions and 12 closed out — a net gain of 5 holders — while 35 added to existing stakes and 17 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.82M. The largest seller was Frisch Financial Group, exiting entirely with an estimated $8.76M sold.
- 79 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q2 2023, up from 74 in Q1 2023.
- Funds reported $97.2M of Innovator US Equity Buffer ETF May stock for Q2 2023, up 5.2% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Buffer ETF May positions in Q2 2023 and 12 closed out, a net change of +5 holders.
- The largest Innovator US Equity Buffer ETF May buyer in Q2 2023 was Envestnet Asset Management, an estimated $1.82M added.
- The largest Innovator US Equity Buffer ETF May seller in Q2 2023 was Frisch Financial Group, an estimated $8.76M sold.
Based on aggregated 13F filings for Q2 2023.