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Innovator US Equity Buffer ETF May
BMAY

79 hedge funds and large institutions have $101M invested in Innovator US Equity Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $78.9M → $101M (+$22.4M)

22% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 23

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.28% less ownership

Funds ownership: 72.74% → 70.46% (-2.3%)

5% less funds holding

Funds holding: 83 → 79 (-4)

18% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 11

Holders
79
Holders Change
-4
Holders Change %
-4.82%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
28
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$13.9M
2
Cerity Partners
Cerity Partners
New York
+$2.83M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.15M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.06M
5
CFA
Camarda Financial Advisors
Florida
+$860K

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$1.18M
2
OMC
Old Mission Capital
Illinois
-$1.18M
3
Citadel Advisors
Citadel Advisors
Florida
-$702K
4
CA
CoreCap Advisors
Michigan
-$525K
5
RGF
Retirement Guys Formula
Ohio
-$465K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$997K -$149K -4,062 -13%
SB
27
Strategic Blueprint
Georgia
$968K -$366K -9,979 -28%
IIA
28
Integral Investment Advisors
California
$943K – – –
CFA
29
Camarda Financial Advisors
Florida
$890K +$860K +23,437 New
DFA
30
DHJJ Financial Advisors
Illinois
$828K +$86K +2,344 +12%
RA
31
RFG Advisory
Alabama
$782K +$368K +10,021 +95%
CA
32
CoreCap Advisors
Michigan
$776K -$525K -14,309 -41%
OWA
33
Outlook Wealth Advisors
Texas
$730K – – –
SPC
34
Sigma Planning Corp
Michigan
$671K +$105K +2,869 +19%
SWA
35
Stratos Wealth Advisors
Ohio
$642K +$102K +2,782 +20%
WCM
36
Weaver Capital Management
Georgia
$636K – – –
FFA
37
Fragasso Financial Advisors
Pennsylvania
$632K +$66K +1,799 +12%
AWM
38
AE Wealth Management
Kansas
$631K +$40.6K +1,106 +7%
LPL Financial
39
LPL Financial
California
$591K +$55.2K +1,505 +11%
SWM
40
Spire Wealth Management
Virginia
$575K +$191K +5,198 +52%
GCP
41
Gill Capital Partners
Colorado
$563K – – –
MWM
42
Maltin Wealth Management
New Jersey
$563K -$36.7K -1,000 -6%
AAP
43
Arax Advisory Partners
Colorado
$510K +$57.8K +1,577 +13%
AFGAS
44
Allegiance Financial Group Advisory Services
Virginia
$498K – – –
SAM
45
Secure Asset Management
Michigan
$469K -$20.5K -558 -4%
AWA
46
Arete Wealth Advisors
Illinois
$462K -$550 -15 -0.1%
William Blair & Company
47
William Blair & Company
Illinois
$448K +$432K +11,792 New
BWM
48
BCS Wealth Management
Tennessee
$417K +$11.5K +313 +3%
LF
49
Lantz Financial
Illinois
$415K +$97.7K +2,664 +32%
PWMG
50
Pinnacle Wealth Management Group
Michigan
$398K – – –
1
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BMAY Hedge Fund Activity: Q2 2024 in Review

79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q2 2024, worth a combined $101M — up 28% from $78.9M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BMAY and 9 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 28 added.

The largest buyer was Brookstone Capital Management, adding an estimated $13.9M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $1.18M sold.

  • 79 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q2 2024, down from 83 in Q1 2024.
  • Funds reported $101M of Innovator US Equity Buffer ETF May stock for Q2 2024, up 28% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF May positions in Q2 2024 and 11 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Buffer ETF May buyer in Q2 2024 was Brookstone Capital Management, an estimated $13.9M added.
  • The largest Innovator US Equity Buffer ETF May seller in Q2 2024 was Lincoln National Corp, an estimated $1.18M sold.

Based on aggregated 13F filings for Q2 2024.