Innovator US Equity Buffer ETF May
BMAY
13 hedge funds and large institutions have $6.49M invested in Innovator US Equity Buffer ETF May in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
23% more capital invested
Capital invested by funds: $5.28M → $6.49M (+$1.22M)
8% more funds holding
Funds holding: 12 → 13 (+1)
7.38% more ownership
Funds ownership: 32.38% → 39.76% (+7.4%)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$492K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$457K |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$217K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VBFP
1
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| $1.7M | -$19.2K | -661 | -1% |
|
2
Osaic Holdings
Scottsdale,
Arizona
| $1.45M | -$241K | -8,325 | -15% |
|
|
KCM
3
Kathmere Capital Management
Wayne,
Pennsylvania
| $780K | – | – | – |
|
|
OMC
4
Old Mission Capital
Chicago,
Illinois
| $739K | +$492K | +16,980 | +214% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $553K | – | – | – |
|
|
6
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $468K | +$457K | +15,777 | New |
|
7
Citadel Advisors
Miami,
Florida
| $382K | – | – | – |
|
|
KAS
8
Kestra Advisory Services
Austin,
Texas
| $222K | +$217K | +7,504 | New |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $118K | – | – | – |
|
10
UBS Group
Zurich,
Switzerland
| $35K | -$435 | -15 | -1% |
|
|
BFC
11
Bedel Financial Consulting
Indianapolis,
Indiana
| $28K | – | – | – |
|
|
BFEC
12
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $12K | – | – | – |
|
|
SWA
13
Sutton Wealth Advisors
Tampa,
Florida
| $5.88K | – | – | – |
|
|
AA
14
Advisory Alpha
Holland,
Michigan
| – | -$11K | -390 | Closed |
|
BMAY Hedge Fund Activity: Q4 2020 in Review
13 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q4 2020, worth a combined $6.49M — up 23% from $5.28M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new BMAY positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $492K. The largest seller was Osaic Holdings, cutting an estimated $241K.
- 13 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q4 2020, up from 12 in Q3 2020.
- Funds reported $6.49M of Innovator US Equity Buffer ETF May stock for Q4 2020, up 23% quarter-over-quarter.
- 2 funds opened new Innovator US Equity Buffer ETF May positions in Q4 2020 and 1 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF May buyer in Q4 2020 was Old Mission Capital, an estimated $492K added.
- The largest Innovator US Equity Buffer ETF May seller in Q4 2020 was Osaic Holdings, an estimated $241K sold.
Based on aggregated 13F filings for Q4 2020.