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Innovator US Equity Power Buffer ETF May

78 hedge funds and large institutions have $127M invested in Innovator US Equity Power Buffer ETF May in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

1.74% more ownership

Funds ownership: 65.09%66.83% (+1.7%)

1% more funds holding

Funds holding: 7778 (+1)

11% less capital invested

Capital invested by funds: $143M → $127M (-$16.2M)

68% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 31

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
10
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
Apollon Wealth Management
South Carolina
$1.05M
VBFG
27
Vishria Bird Financial Group
Tennessee
$987K
DFA
28
DHJJ Financial Advisors
Illinois
$979K
KCM
29
Kathmere Capital Management
Pennsylvania
$802K
MIAN
30
Mariner Independent Advisor Network
Kansas
$794K -$461K -15,280 -37%
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$769K
MSFS
32
Main Street Financial Solutions
Pennsylvania
$743K -$21.1K -700 -3%
CAN
33
Cetera Advisor Networks
California
$650K -$199K -6,582 -24%
S
34
SignatureFD
Georgia
$647K
FPAS
35
Focus Partners Advisor Solutions
Missouri
$642K -$1.54K -51 -0.2%
BA
36
Bellwether Advisors
Nebraska
$620K
AWS
37
Atria Wealth Solutions
New York
$599K +$589K +19,530 New
ST
38
Sageworth Trust
Pennsylvania
$547K
5L
39
55I LLC
Massachusetts
$530K -$12.4K -412 -2%
BWM
40
BCGM Wealth Management
Indiana
$530K +$108K +3,591 +24%
SEP
41
Southland Equity Partners
Missouri
$496K +$81.4K +2,700 +20%
BWM
42
BCS Wealth Management
Tennessee
$459K
LWA
43
Lineweaver Wealth Advisors
Ohio
$455K -$104K -3,460 -19%
BFC
44
Bedel Financial Consulting
Indiana
$443K
RJFSA
45
Raymond James Financial Services Advisors
Florida
$386K +$379K +12,580 New
RIS
46
Retirement Income Solutions
Michigan
$363K
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$362K
SIA
48
Soltis Investment Advisors
Utah
$359K -$8.57M -284,149 -96%
AAP
49
Arax Advisory Partners
Colorado
$354K -$5.22K -173 -1%
Citadel Advisors
50
Citadel Advisors
Florida
$350K +$344K +11,413 New

PMAY Hedge Fund Activity: Q1 2022 in Review

78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2022, worth a combined $127M — down 11% from $143M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new PMAY positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 31 trimmed.

The largest buyer was IFP Advisors, adding an estimated $2.42M. The largest seller was Soltis Investment Advisors, cutting an estimated $8.57M.

  • 78 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2022, up from 77 in Q4 2021.
  • Funds reported $127M of Innovator US Equity Power Buffer ETF May stock for Q1 2022, down 11% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2022 and 5 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2022 was IFP Advisors, an estimated $2.42M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q1 2022 was Soltis Investment Advisors, an estimated $8.57M sold.

Based on aggregated 13F filings for Q1 2022.