KMAY

Innovator U.S. Small Cap Power Buffer ETF - May

23 hedge funds and large institutions have $16.2M invested in Innovator U.S. Small Cap Power Buffer ETF - May in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 2 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

57% less capital invested

Capital invested by funds: $37.5M → $16.2M (-$21.3M)

78% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 9

Holders
23
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1
Maltin Wealth Management
New Jersey
$6.63M
AF
2
Allworth Financial
California
$2.31M
SWM
3
SeaCrest Wealth Management
New York
$1.89M
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$807K
OMC
5
Old Mission Capital
Illinois
$486K
FCFC
6
First Commonwealth Financial Corp
Pennsylvania
$469K
AGWCA
7
Annis Gardner Whiting Capital Advisors
Florida
$433K
PF
8
Phoenix Financial
Israel
$431K
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$383K
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$339K
KAS
11
Kestra Advisory Services
Texas
$338K
WA
12
Wealth Alliance
New York
$287K
CAM
13
Cresset Asset Management
Illinois
$278K
FFG
14
Fiduciary Financial Group
California
$254K
CA
15
Corrado Advisors
New Jersey
$237K
Jane Street
16
Jane Street
New York
$208K
DFA
17
DHJJ Financial Advisors
Illinois
$208K
APW
18
Atlantic Private Wealth
North Carolina
$82.8K
CAL
19
Capital Analysts LLC
Pennsylvania
$65K
IA
20
IFP Advisors
Florida
$41.4K
NWMP
21
Noble Wealth Management PBC
Colorado
$38.6K
HI
22
Harbour Investments
Wisconsin
$31.9K
JFG
23
JDM Financial Group
Texas
$5.49K
SAG
24
SageView Advisory Group
California
Raymond James Financial
25
Raymond James Financial
Florida