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Innovator US Equity Buffer ETF May

77 hedge funds and large institutions have $87.5M invested in Innovator US Equity Buffer ETF May in 2025 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.02% more ownership

Funds ownership: 68.16%71.19% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $90.1M → $87.5M (-$2.6M)

7% less funds holding

Funds holding: 8377 (-6)

45% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 11

76% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 33

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
8
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1
Penserra Capital Management
California
$17.6M +$2.64M +65,052 +17%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$8.71M -$97.5K -2,404 -1%
Raymond James Financial
3
Raymond James Financial
Florida
$6.8M -$64.5K -1,590 -0.9%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.47M +$440K +10,847 +11%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.3M -$1.16M -28,631 -26%
Cerity Partners
6
Cerity Partners
New York
$2.89M -$273K -6,737 -8%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$2.87M +$1.14M +27,988 +63%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$2.52M -$24.5K -603 -0.9%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$2.08M -$157K -3,869 -7%
BCM
10
Beck Capital Management
Texas
$1.79M -$33.9K -835 -2%
FFN
11
Focus Financial Network
Minnesota
$1.75M
CWM
12
Collaborative Wealth Management
Florida
$1.64M -$15.6K -384 -0.9%
OMC
13
Old Mission Capital
Illinois
$1.61M +$1.02M +25,252 +166%
KAS
14
Kestra Advisory Services
Texas
$1.42M +$294K +7,252 +25%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.34M -$214K -5,266 -13%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.34M -$97.9K -2,414 -7%
CPIG
17
Chicago Partners Investment Group
Illinois
$1.3M -$13.3K -329 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.11M
S
19
SignatureFD
Georgia
$1.08M
LSA
20
Lion Street Advisors
Texas
$1.03M
Truist Financial
21
Truist Financial
North Carolina
$1.02M -$9.45K -233 -0.9%
IIA
22
Integral Investment Advisors
California
$979K -$5.03K -124 -0.5%
MML Investors Services
23
MML Investors Services
Massachusetts
$963K -$84.7K -2,088 -8%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$804K
OWA
25
Outlook Wealth Advisors
Texas
$765K

BMAY Hedge Fund Activity: Q1 2025 in Review

77 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF May (BMAY) for Q1 2025, worth a combined $87.5M — down 2.9% from $90.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of BMAY and 6 opened new positions — a net loss of 5 holders — while 33 trimmed existing stakes and 8 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.64M. The largest seller was Osaic Holdings, cutting an estimated $1.16M.

  • 77 institutional investors held Innovator US Equity Buffer ETF May (BMAY) as of Q1 2025, down from 83 in Q4 2024.
  • Funds reported $87.5M of Innovator US Equity Buffer ETF May stock for Q1 2025, down 2.9% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF May positions in Q1 2025 and 11 closed out, a net change of -5 holders.
  • The largest Innovator US Equity Buffer ETF May buyer in Q1 2025 was Penserra Capital Management, an estimated $2.64M added.
  • The largest Innovator US Equity Buffer ETF May seller in Q1 2025 was Osaic Holdings, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2025.