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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

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
Holders
80
Holders Change
+48
Holders Change %
+150%
% of All Funds
1.4%
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
–

Top Buyers

1
WP
1
WealthPLAN Partners
Nebraska
$26.2M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$20.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16M
4
TW
4
Transform Wealth
Colorado
$8.5M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.3M

Top Sellers

1
ACM
1
Arlington Capital Management
Illinois
$0
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
LPL Financial
3
LPL Financial
California
$0
4
AWM
4
AllSquare Wealth Management
New York
$0
5
OMC
5
Old Mission Capital
Illinois
$1.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$1.49M +$1.49M +50,693 New
LWA
27
Lineweaver Wealth Advisors
Ohio
$1.21M +$1.21M +41,209 New
OMC
28
Old Mission Capital
Illinois
$1.21M -$63.8K -2,167 -5%
CAN
29
Cetera Advisor Networks
California
$1.17M +$1.17M +39,688 New
VBFG
30
Vishria Bird Financial Group
Tennessee
$1.14M +$1.14M +38,787 New
KAS
31
Kestra Advisory Services
Texas
$1.13M +$892K +30,299 +379%
BPA
32
Beacon Pointe Advisors
California
$1.12M +$1.12M +38,055 New
KCM
33
Kathmere Capital Management
Pennsylvania
$1.1M – – –
HCIA
34
Hochman Cole Investment Advisors
Illinois
$1.02M +$1.02M +34,705 New
LNC
35
Lincoln National Corp
Pennsylvania
$1M +$1M +34,031 New
DFA
36
DHJJ Financial Advisors
Illinois
$887K +$399K +13,565 +82%
MSFS
37
Main Street Financial Solutions
Pennsylvania
$734K +$734K +24,950 New
TWM
38
Tradition Wealth Management
Minnesota
$686K +$686K +22,358 New
AFAS
39
Acorn Financial Advisory Services
Virginia
$676K +$676K +22,984 New
S
40
SignatureFD
Georgia
$621K +$621K +21,102 New
BA
41
Bellwether Advisors
Nebraska
$595K +$259K +8,800 +77%
5L
42
55I LLC
Massachusetts
$566K +$566K +19,238 New
FCFC
43
First Commonwealth Financial Corp
Pennsylvania
$545K +$545K +18,533 New
CA
44
Cetera Advisors
Colorado
$544K +$544K +18,480 New
ST
45
Sageworth Trust
Pennsylvania
$525K +$525K +17,848 New
BWM
46
BCS Wealth Management
Tennessee
$456K +$456K +15,490 New
BWM
47
BCGM Wealth Management
Indiana
$439K +$133K +4,487 +43%
BFC
48
Bedel Financial Consulting
Indiana
$425K +$313K +10,625 +279%
NFG
49
Next Financial Group
Texas
$401K +$8.82K +300 +2%
CPIG
50
Chicago Partners Investment Group
Illinois
$372K +$372K +12,560 New
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