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Innovator US Equity Power Buffer ETF May
PMAY

117 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $238M → $297M (+$59M)

5.72% more ownership

Funds ownership: 67.87% → 73.6% (+5.7%)

5% more funds holding

Funds holding: 111 → 117 (+6)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
29
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$23.3M
2
AIA
Acute Investment Advisory
Arizona
+$23.2M
3
CWG
Crown Wealth Group
North Carolina
+$18M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.54M
5
SWPG
Strategic Wealth Partners Group
Illinois
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
-$11.4M
2
IA
IFP Advisors
Florida
-$4.05M
3
CFP
Cypress Financial Planning
New Jersey
-$1.68M
4
WCG
Weaver Consulting Group
California
-$1.54M
5
WIM
WealthPlan Investment Management
Nebraska
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.03M -$175K -6,115 -8%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.95M +$152K +5,302 +9%
W
28
Wealthquest
Ohio
$1.79M -$455K -15,925 -20%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$1.68M +$118K +4,113 +8%
HI
30
Harbour Investments
Wisconsin
$1.6M +$35.9K +1,254 +2%
BPA
31
Beacon Pointe Advisors
California
$1.57M +$35K +1,224 +2%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$1.48M +$4.38K +153 +0.3%
TW
33
Transform Wealth
Colorado
$1.39M -$11.4M -398,986 -89%
OWA
34
Outlook Wealth Advisors
Texas
$1.36M -$21.9K -765 -2%
FCFC
35
First Commonwealth Financial Corp
Pennsylvania
$1.35M -$108K -3,767 -7%
WA
36
Wealth Alliance
New York
$1.31M – – –
PWM
37
Palumbo Wealth Management
New York
$1.24M +$1.23M +43,150 New
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.2M +$1.19M +41,756 New
RPGK
39
Retirement Planning Group (Kansas)
Kansas
$1.18M +$1.29K +45 +0.1%
SWP
40
Summit Wealth Partners
Florida
$1.15M +$4.8K +168 +0.4%
LSPW
41
Lake Street Private Wealth
Illinois
$1.09M -$8.01K -280 -0.7%
DFA
42
DHJJ Financial Advisors
Illinois
$1.07M -$44.2K -1,545 -4%
WP
43
WealthPLAN Partners
Nebraska
$1.07M -$417K -14,593 -28%
BWM
44
BCS Wealth Management
Tennessee
$1.05M -$120K -4,190 -10%
KAS
45
Kestra Advisory Services
Texas
$1.02M -$14.3K -500 -1%
AFGAS
46
Allegiance Financial Group Advisory Services
Virginia
$1M – – –
OIA
47
OneDigital Investment Advisors
Kansas
$976K -$82.2K -2,875 -8%
LWA
48
Lineweaver Wealth Advisors
Ohio
$961K – – –
RGF
49
Retirement Guys Formula
Ohio
$902K -$29.1K -1,016 -3%
BWM
50
BCGM Wealth Management
Indiana
$882K – – –
1
2
3 4 5

PMAY Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2023, worth a combined $297M — up 25% from $238M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PMAY positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 45 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $23.3M. The largest seller was Transform Wealth, cutting an estimated $11.4M.

  • 117 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2023, up from 111 in Q4 2022.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF May stock for Q1 2023, up 25% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2023 was Brookstone Capital Management, an estimated $23.3M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q1 2023 was Transform Wealth, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2023.