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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

115 hedge funds and large institutions have $294M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
29
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$26.9M
2
AIA
2
Acute Investment Advisory
Arizona
$23.4M
3
CWG
3
Crown Wealth Group
North Carolina
$18.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$21.1M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$4.53M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.39M
2
IA
2
IFP Advisors
Florida
$2.85M
3
CFP
3
Cypress Financial Planning
New Jersey
$207K
4
WCG
4
Weaver Consulting Group
California
$2.12M
5
WIM
5
WealthPlan Investment Management
Nebraska
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.95M +$153K +5,302 +9%
W
27
Wealthquest
Ohio
$1.79M -$459K -15,925 -20%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.68M +$119K +4,113 +8%
HI
29
Harbour Investments
Wisconsin
$1.6M +$36.1K +1,254 +2%
BPA
30
Beacon Pointe Advisors
California
$1.57M +$35.3K +1,224 +2%
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$1.48M +$4.41K +153 +0.3%
TW
32
Transform Wealth
Colorado
$1.39M -$11.5M -398,986 -89%
OWA
33
Outlook Wealth Advisors
Texas
$1.36M -$22K -765 -2%
FCFC
34
First Commonwealth Financial Corp
Pennsylvania
$1.35M -$109K -3,767 -7%
WA
35
Wealth Alliance
New York
$1.31M – – –
PWM
36
Palumbo Wealth Management
New York
$1.24M +$1.24M +43,150 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.2M +$1.2M +41,756 New
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$1.18M +$1.3K +45 +0.1%
SWP
39
Summit Wealth Partners
Florida
$1.15M +$4.84K +168 +0.4%
LSPW
40
Lake Street Private Wealth
Illinois
$1.09M -$8.07K -280 -0.7%
DFA
41
DHJJ Financial Advisors
Illinois
$1.07M -$44.5K -1,545 -4%
WP
42
WealthPLAN Partners
Nebraska
$1.07M -$421K -14,593 -28%
BWM
43
BCS Wealth Management
Tennessee
$1.05M -$121K -4,190 -10%
KAS
44
Kestra Advisory Services
Texas
$1.02M -$14.4K -500 -1%
AFGAS
45
Allegiance Financial Group Advisory Services
Virginia
$1M – – –
OIA
46
OneDigital Investment Advisors
Kansas
$976K -$82.9K -2,875 -8%
LWA
47
Lineweaver Wealth Advisors
Ohio
$961K – – –
RGF
48
Retirement Guys Formula
Ohio
$902K -$29.3K -1,016 -3%
BWM
49
BCGM Wealth Management
Indiana
$882K – – –
VBFG
50
Vishria Bird Financial Group
Tennessee
$876K -$51.1K -1,775 -6%
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