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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

110 hedge funds and large institutions have $236M invested in Innovator US Equity Power Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 12 closing their positions.

Holders
110
Holders Change
+6
Holders Change %
+5.77%
% of All Funds
1.77%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
22
Increased
18
Reduced
42
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
1
Transform Wealth
Colorado
$12.6M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$14.2M
3
WCG
3
Weaver Consulting Group
California
$3.58M
4
AWM
4
AE Wealth Management
Kansas
$10.9M
5
PCM
5
Penserra Capital Management
California
$14.2M

Top Sellers

1
W
1
Wealthquest
Ohio
$2.2M
2
GI
2
Gradient Investments
Minnesota
$0
3
AIA
3
Acute Investment Advisory
Arizona
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
MIM
5
Macroview Investment Management
Maryland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFP
26
Cypress Financial Planning
New Jersey
$1.96M 65,967 +65,967 New
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.75M 62,239 +7,965 +15%
CA
28
CoreCap Advisors
Michigan
$1.68M 59,937 -2,169 -3%
HI
29
Harbour Investments
Wisconsin
$1.52M 54,229 -1,561 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.52M 54,220 -9,622 -15%
WIM
31
WealthPlan Investment Management
Nebraska
$1.51M 51,856 +3,898 +8%
WP
32
WealthPLAN Partners
Nebraska
$1.51M 51,856 +51,856 New
BPA
33
Beacon Pointe Advisors
California
$1.5M 53,420 -4,254 -7%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$1.44M 51,302 +162 +0.3%
FCFC
35
First Commonwealth Financial Corp
Pennsylvania
$1.42M 50,603 -3,791 -7%
OWA
36
Outlook Wealth Advisors
Texas
$1.34M 47,823 +1,655 +4%
WA
37
Wealth Alliance
New York
$1.27M 45,365 – –
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$1.14M 40,759 – –
BWM
39
BCS Wealth Management
Tennessee
$1.14M 40,627 -1,296 -3%
SWP
40
Summit Wealth Partners
Florida
$1.12M 39,831 -2,978 -7%
DFA
41
DHJJ Financial Advisors
Illinois
$1.09M 38,833 -1,679 -4%
LSPW
42
Lake Street Private Wealth
Illinois
$1.07M 38,049 – –
OIA
43
OneDigital Investment Advisors
Kansas
$1.03M 36,742 +14,000 +62%
KAS
44
Kestra Advisory Services
Texas
$1.01M 35,809 – –
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$977K 34,777 +34,777 New
LWA
46
Lineweaver Wealth Advisors
Ohio
$936K 33,339 -1,724 -5%
RGF
47
Retirement Guys Formula
Ohio
$908K 32,330 -1,863 -5%
VBFG
48
Vishria Bird Financial Group
Tennessee
$904K 32,186 – –
BWM
49
BCGM Wealth Management
Indiana
$860K 30,621 – –
FFN
50
Focus Financial Network
Minnesota
$852K 30,332 – –
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