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Innovator US Equity Power Buffer ETF May

80 hedge funds and large institutions have $172M invested in Innovator US Equity Power Buffer ETF May in 2021 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 22 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

960% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 5

633% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 3

306% more capital invested

Capital invested by funds: $42.5M → $172M (+$130M)

150% more funds holding

Funds holding: 3280 (+48)

10.65% more ownership

Funds ownership: 75.58%86.23% (+11%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
80
Holders Change
+48
Holders Change %
+150%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
53
Increased
22
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$1.49M +$1.47M +50,693 New
LWA
27
Lineweaver Wealth Advisors
Ohio
$1.21M +$1.2M +41,209 New
OMC
28
Old Mission Capital
Illinois
$1.21M -$62.9K -2,167 -5%
CAN
29
Cetera Advisor Networks
California
$1.17M +$1.15M +39,688 New
VBFG
30
Vishria Bird Financial Group
Tennessee
$1.14M +$1.13M +38,787 New
KAS
31
Kestra Advisory Services
Texas
$1.13M +$879K +30,299 +379%
BPA
32
Beacon Pointe Advisors
California
$1.12M +$1.1M +38,055 New
KCM
33
Kathmere Capital Management
Pennsylvania
$1.1M
HCIA
34
Hochman Cole Investment Advisors
Illinois
$1.02M +$1.01M +34,705 New
LNC
35
Lincoln National Corp
Pennsylvania
$1M +$988K +34,031 New
DFA
36
DHJJ Financial Advisors
Illinois
$887K +$394K +13,565 +82%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$734K +$724K +24,950 New
TWM
38
Tradition Wealth Management
Minnesota
$686K +$649K +22,358 New
AFAS
39
Acorn Financial Advisory Services
Virginia
$676K +$667K +22,984 New
S
40
SignatureFD
Georgia
$621K +$612K +21,102 New
BA
41
Bellwether Advisors
Nebraska
$595K +$255K +8,800 +77%
5L
42
55I LLC
Massachusetts
$566K +$558K +19,238 New
FCFC
43
First Commonwealth Financial Corp
Pennsylvania
$545K +$538K +18,533 New
CA
44
Cetera Advisors
Colorado
$544K +$536K +18,480 New
ST
45
Sageworth Trust
Pennsylvania
$525K +$518K +17,848 New
BWM
46
BCS Wealth Management
Tennessee
$456K +$450K +15,490 New
BWM
47
BCGM Wealth Management
Indiana
$439K +$130K +4,487 +43%
BFC
48
Bedel Financial Consulting
Indiana
$425K +$308K +10,625 +279%
NFG
49
Next Financial Group
Texas
$401K +$8.71K +300 +2%
CPIG
50
Chicago Partners Investment Group
Illinois
$372K +$364K +12,560 New

PMAY Hedge Fund Activity: Q2 2021 in Review

80 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2021, worth a combined $172M — up 306% from $42.5M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAY positions and 5 closed out — a net gain of 48 holders — while 22 added to existing stakes and 3 trimmed.

The largest buyer was WealthPLAN Partners, opening a new position worth an estimated $25.5M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $4.07M sold.

  • 80 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2021, up from 32 in Q1 2021.
  • Funds reported $172M of Innovator US Equity Power Buffer ETF May stock for Q2 2021, up 306% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2021 and 5 closed out, a net change of +48 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2021 was WealthPLAN Partners, an estimated $25.5M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2021 was Arlington Capital Management, an estimated $4.07M sold.

Based on aggregated 13F filings for Q2 2021.