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Innovator US Equity Power Buffer ETF May

107 hedge funds and large institutions have $280M invested in Innovator US Equity Power Buffer ETF May in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

120% more capital invested

Capital invested by funds: $127M → $280M (+$153M)

37% more funds holding

Funds holding: 78107 (+29)

2.64% more ownership

Funds ownership: 66.83%69.46% (+2.6%)

Holders
107
Holders Change
+29
Holders Change %
+37.18%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
45
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CRWM
26
Castle Rock Wealth Management
California
$2.47M
MFG
27
MTM Financial Group
Pennsylvania
$2.12M +$2.23M +77,579 New
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$2.12M +$1.95M +67,722 +696%
PWMG
29
Pinnacle Wealth Management Group
Michigan
$1.98M +$691K +24,050 +50%
MIM
30
Macroview Investment Management
Maryland
$1.84M +$1.93M +67,301 New
CA
31
CoreCap Advisors
Michigan
$1.75M +$611K +21,249 +50%
BPA
32
Beacon Pointe Advisors
California
$1.74M +$615K +21,406 +50%
HI
33
Harbour Investments
Wisconsin
$1.52M +$1.6M +55,790 New
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$1.49M +$1.57M +54,637 New
FCFC
35
First Commonwealth Financial Corp
Pennsylvania
$1.49M +$846K +29,448 +117%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.48M +$276K +9,614 +22%
GSIS
37
Global Strategic Investment Solutions
Arizona
$1.39M +$1.46M +50,721 New
SWP
38
Summit Wealth Partners
Florida
$1.3M +$1.36M +47,454 New
OWA
39
Outlook Wealth Advisors
Texas
$1.28M +$1.35M +47,052 New
CWG
40
Crown Wealth Group
North Carolina
$1.25M +$1.32M +45,900 New
WA
41
Wealth Alliance
New York
$1.24M +$999K +34,771 +328%
BWM
42
BCS Wealth Management
Tennessee
$1.15M +$775K +26,951 +180%
RPGK
43
Retirement Planning Group (Kansas)
Kansas
$1.12M +$1.18M +40,921 New
DFA
44
DHJJ Financial Advisors
Illinois
$1.11M +$247K +8,577 +27%
LSPW
45
Lake Street Private Wealth
Illinois
$1.04M +$1.09M +38,049 New
KAS
46
Kestra Advisory Services
Texas
$997K +$36.9K +1,283 +4%
OIA
47
OneDigital Investment Advisors
Kansas
$976K +$1.03M +35,735 New
LWA
48
Lineweaver Wealth Advisors
Ohio
$957K +$581K +20,213 +136%
RGF
49
Retirement Guys Formula
Ohio
$934K
BWM
50
BCGM Wealth Management
Indiana
$882K +$351K +12,195 +66%

PMAY Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2022, worth a combined $280M — up 120% from $127M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PMAY positions and 11 closed out — a net gain of 32 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $52.7M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $7.3M sold.

  • 107 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $280M of Innovator US Equity Power Buffer ETF May stock for Q2 2022, up 120% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2022 and 11 closed out, a net change of +32 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2022 was Wealthquest, an estimated $52.7M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2022 was Tradition Wealth Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2022.