Innovator US Equity Power Buffer ETF May
PMAY
32 hedge funds and large institutions have $42.5M invested in Innovator US Equity Power Buffer ETF May in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.
18.63% more ownership
Funds ownership: 56.95% → 75.58% (+19%)
12% more capital invested
Capital invested by funds: $38M → $42.5M (+$4.54M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
3% less funds holding
Funds holding: 33 → 32 (-1)
58% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HFA
Hoover Financial Advisors
Malvern,
Pennsylvania
|
+$9.57M |
| 2 |
ACM
Arlington Capital Management
Arlington Heights,
Illinois
|
+$4.04M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.38M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$376K |
| 5 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$228K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.84M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.64M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.92M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
| 5 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$639K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Cetera Investment Advisers
Schaumburg,
Illinois
| $216K | +$214K | +7,486 | New |
|
|
AIC
27
Ameritas Investment Company
Lincoln,
Nebraska
| $196K | -$20.6K | -720 | -10% |
|
|
BFC
28
Bedel Financial Consulting
Indianapolis,
Indiana
| $110K | – | – | – |
|
29
UBS Group
Zurich,
Switzerland
| $55K | +$12.9K | +451 | +31% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $12K | -$14.2K | -495 | -54% |
|
|
SWA
31
Sutton Wealth Advisors
Tampa,
Florida
| $5.68K | – | – | – |
|
|
BBPWM
32
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $3K | +$2.49K | +87 | New |
|
|
VBFP
33
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| – | -$639K | -22,450 | Closed |
|
|
5L
34
55I LLC
Boston,
Massachusetts
| – | -$374K | -13,207 | Closed |
|
35
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$299K | -10,532 | Closed |
|
36
Wolverine Trading
Chicago,
Illinois
| – | -$204K | -7,208 | Closed |
|
|
TWM
37
Tradition Wealth Management
Edina,
Minnesota
| – | -$12K | -410 | Closed |
|
PMAY Hedge Fund Activity: Q1 2021 in Review
32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2021, worth a combined $42.5M — up 12% from $38M a quarter earlier.
Fund positioning in PMAY was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 12 trimmed.
The largest buyer was Hoover Financial Advisors, opening a new position worth an estimated $9.57M. The largest seller was Citadel Advisors, cutting an estimated $3.84M.
- 32 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2021, down from 33 in Q4 2020.
- Funds reported $42.5M of Innovator US Equity Power Buffer ETF May stock for Q1 2021, up 12% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2021 and 5 closed out, a net change of 0 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2021 was Hoover Financial Advisors, an estimated $9.57M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q1 2021 was Citadel Advisors, an estimated $3.84M sold.
Based on aggregated 13F filings for Q1 2021.