BMAY icon

Innovator US Equity Buffer ETF May

83 hedge funds and large institutions have $78.9M invested in Innovator US Equity Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 8 increasing their positions, 37 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
83
Holders Change
+5
Holders Change %
+6.41%
% of All Funds
1.2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
8
Reduced
37
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RA
51
RFG Advisory
Alabama
$377K +$377K +10,583 New
PWMG
52
Pinnacle Wealth Management Group
Michigan
$373K -$107K -3,000 -22%
SWM
53
Spire Wealth Management
Virginia
$354K
BCM
54
Brookstone Capital Management
Illinois
$342K -$100K -2,822 -23%
BA
55
Bluesphere Advisors
Pennsylvania
$334K -$13K -366 -4%
CA
56
Cetera Advisors
Colorado
$330K +$10.5K +296 +3%
KCM
57
Kathmere Capital Management
Pennsylvania
$320K -$62.4K -1,754 -16%
OCM
58
Orion Capital Management
California
$310K
KWM
59
Kingsview Wealth Management
Oregon
$295K
LF
60
Lantz Financial
Illinois
$294K -$12.1K -340 -4%
BPA
61
Beacon Pointe Advisors
California
$275K -$109K -3,064 -28%
AF
62
Allworth Financial
California
$270K
BMM
63
Berkshire Money Management
Massachusetts
$261K +$261K +7,335 New
SIA
64
Soltis Investment Advisors
Utah
$259K
AAS
65
Avantax Advisory Services
Texas
$252K
NFG
66
Nations Financial Group
Iowa
$251K -$41.1K -1,155 -14%
CPA
67
Clear Point Advisors
New York
$247K
PFA
68
Pathway Financial Advisors
Vermont
$236K
CVA
69
Central Valley Advisors
California
$204K +$204K +5,739 New
Royal Bank of Canada
70
Royal Bank of Canada
Ontario, Canada
$163K -$137K -3,831 -46%
HI
71
Harbour Investments
Wisconsin
$153K
PS
72
Principal Securities
Iowa
$147K
BFEC
73
Benjamin F. Edwards & Company
Missouri
$94K
SPIA
74
Steward Partners Investment Advisory
New York
$66.5K
IF
75
Integrity Financial
Wyoming
$58K