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Innovator US Equity Buffer ETF May
BMAY

75 hedge funds and large institutions have $138M invested in Innovator US Equity Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

6% more funds holding

Funds holding: 71 → 75 (+4)

1.92% more ownership

Funds ownership: 78.43% → 80.35% (+1.9%)

3% more capital invested

Capital invested by funds: $133M → $138M (+$4.5M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

48% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 25

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.21%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
13
Reduced
25
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$2.52M
2
BMM
Berkshire Money Management
Massachusetts
+$1.59M
3
PCM
Penserra Capital Management
California
+$1.32M
4
WIM
WealthPlan Investment Management
Nebraska
+$960K
5
CPIG
Chicago Partners Investment Group
Illinois
+$494K

Top Sellers

1
W
Wealthquest
Ohio
-$4.05M
2
KF
Krilogy Financial
Missouri
-$2.25M
3
Osaic Holdings
Osaic Holdings
Arizona
-$759K
4
RPGK
Retirement Planning Group (Kansas)
Kansas
-$619K
5
OMC
Old Mission Capital
Illinois
-$592K
Name Holding Trade Value Shares
Change 		Change in
Stake
W
1
Wealthquest
Ohio
$50.7M -$4.05M -139,778 -7%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$12.2M -$26.8K -924 -0.2%
BMM
3
Berkshire Money Management
Massachusetts
$11.7M +$1.59M +54,748 +16%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.43M -$619K -21,368 -10%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.89M -$291K -10,058 -6%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.61M -$759K -26,196 -14%
RJA
7
Raymond James & Associates
Florida
$4.56M +$94.1K +3,250 +2%
HCM
8
Hudson Capital Management
New Jersey
$3.67M +$185K +6,398 +5%
PCM
9
Penserra Capital Management
California
$2.95M +$1.32M +45,439 +81%
BCM
10
Beck Capital Management
Texas
$2.55M -$475K -16,393 -16%
Cerity Partners
11
Cerity Partners
New York
$2.52M +$2.52M +86,922 New
CWM
12
Collaborative Wealth Management
Florida
$1.46M – – –
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.43M -$307K -10,606 -18%
FFN
14
Focus Financial Network
Minnesota
$1.43M – – –
MWM
15
Maltin Wealth Management
New Jersey
$1.36M – – –
CIAS
16
Capital Investment Advisory Services
North Carolina
$1.21M – – –
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.18M -$267K -9,210 -19%
CPIG
18
Chicago Partners Investment Group
Illinois
$1.11M +$494K +17,048 +90%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.04M +$48.3K +1,668 +5%
ST
20
Sageworth Trust
Pennsylvania
$1.02M – – –
WP
21
WealthPLAN Partners
Nebraska
$1.01M +$960K +33,129 New
WIM
22
WealthPlan Investment Management
Nebraska
$1.01M +$960K +33,129 New
RJFSA
23
Raymond James Financial Services Advisors
Florida
$952K – – –
Truist Financial
24
Truist Financial
North Carolina
$950K +$140K +4,829 +17%
AWM
25
AE Wealth Management
Kansas
$866K +$48.1K +1,659 +6%
1
2 3 4

BMAY Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q4 2022, worth a combined $138M — up 3.4% from $133M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BMAY positions and 4 closed out — a net gain of 6 holders — while 13 added to existing stakes and 25 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $2.52M. The largest seller was Wealthquest, cutting an estimated $4.05M.

  • 75 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q4 2022, up from 71 in Q3 2022.
  • Funds reported $138M of Innovator US Equity Buffer ETF May stock for Q4 2022, up 3.4% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF May positions in Q4 2022 and 4 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF May buyer in Q4 2022 was Cerity Partners, an estimated $2.52M added.
  • The largest Innovator US Equity Buffer ETF May seller in Q4 2022 was Wealthquest, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2022.