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Innovator US Equity Buffer ETF May
BMAY

81 hedge funds and large institutions have $91M invested in Innovator US Equity Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 11 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 79 → 81 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.23% less ownership

Funds ownership: 70.46% → 67.24% (-3.2%)

10% less capital invested

Capital invested by funds: $101M → $91M (-$10.3M)

68% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 34

Holders
81
Holders Change
+2
Holders Change %
+2.53%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
8
Increased
11
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$2.68M
2
OMC
Old Mission Capital
Illinois
+$740K
3
Citadel Advisors
Citadel Advisors
Florida
+$684K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$672K
5
ORG
Optimist Retirement Group
Washington
+$505K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$14.5M
2
Jane Street
Jane Street
New York
-$1.24M
3
KWM
KFG Wealth Management
Indiana
-$1.03M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$395K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$325K
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$30K -$290K -7,545 -91%
CA
77
Continuum Advisory
Idaho
$25.5K – – –
EWA
78
EverSource Wealth Advisors
Alabama
$15.8K +$15.4K +400 New
FNWA
79
Financial Network Wealth Advisors
Utah
$10.7K +$6.73K +175 +180%
UBS Group
80
UBS Group
Switzerland
$4.3K +$3.19K +83 +319%
GTAM
81
Global Trust Asset Management
Florida
$1.03K – – –
KWM
82
KFG Wealth Management
Indiana
– -$1.03M -27,070 Closed
CB
83
Chris Bulman
California
– -$262K -6,896 Closed
MHS
84
M Holdings Securities
Oregon
– -$231K -6,079 Closed
CPRC
85
Consolidated Portfolio Review Corp
New York
– -$209K -5,504 Closed
ATPW
86
Ashton Thomas Private Wealth
Arizona
– -$58.6K -1,542 Closed
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