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Innovator US Equity Buffer ETF May
BMAY

Overview Fund Activity

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.

Holders
79
Holders Change
+5
Holders Change %
+6.76%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
35
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.08M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$1.69M
3
SB
3
Strategic Blueprint
Georgia
$1.3M
4
OMC
4
Old Mission Capital
Illinois
$1.3M
5
KWM
5
KFG Wealth Management
Indiana
$901K

Top Sellers

1
FFG
1
Frisch Financial Group
New York
$0
2
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$7.7M
3
Cerity Partners
3
Cerity Partners
New York
$1.44M
4
ST
4
Sageworth Trust
Pennsylvania
$0
5
LSA
5
Lion Street Advisors
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$1.02M 31,977 +17,943 +128%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$978K 30,785 +4,451 +17%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$932K 29,337 -3,470 -11%
KWM
29
KFG Wealth Management
Indiana
$901K 28,343 +28,343 New
BWM
30
BCS Wealth Management
Tennessee
$876K 27,559 +11,337 +70%
S
31
SignatureFD
Georgia
$868K 27,313 – –
IIA
32
Integral Investment Advisors
California
$794K 24,971 -615 -2%
DFA
33
DHJJ Financial Advisors
Illinois
$711K 22,360 +2,710 +14%
OWA
34
Outlook Wealth Advisors
Texas
$688K 21,650 – –
KAS
35
Kestra Advisory Services
Texas
$659K 20,747 +7,915 +62%
KF
36
Krilogy Financial
Missouri
$633K 19,917 +19,917 New
SCA
37
Snowden Capital Advisors
New York
$579K 18,228 +18,228 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$562K 17,694 +9,086 +106%
SPC
39
Sigma Planning Corp
Michigan
$561K 17,646 +7,386 +72%
CA
40
CoreCap Advisors
Michigan
$544K 17,116 +17,116 New
DI
41
Disciplined Investments
Oklahoma
$524K 16,503 +16,503 New
FFA
42
Fragasso Financial Advisors
Pennsylvania
$493K 15,521 +6,125 +65%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$486K 15,296 -18 -0.1%
GCP
44
Gill Capital Partners
Colorado
$471K 14,835 +14,835 New
PWMG
45
Pinnacle Wealth Management Group
Michigan
$444K 13,970 -800 -5%
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$417K 13,114 – –
AAP
47
Arax Advisory Partners
Colorado
$416K 13,083 -36 -0.3%
RGF
48
Retirement Guys Formula
Ohio
$415K 13,061 -5,630 -30%
OCM
49
Orion Capital Management
California
$404K 12,700 -3,005 -19%
RA
50
RFG Advisory
Alabama
$387K 12,174 +289 +2%
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