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Innovator US Equity Power Buffer ETF May
PMAY

154 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

43% more capital invested

Capital invested by funds: $297M → $423M (+$126M)

32% more funds holding

Funds holding: 117 → 154 (+37)

0.4% less ownership

Funds ownership: 73.6% → 73.2% (-0.4%)

Holders
154
Holders Change
+37
Holders Change %
+31.62%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
68
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$30.9M
2
GSIS
Global Strategic Investment Solutions
Arizona
+$12.4M
3
Osaic Holdings
Osaic Holdings
Arizona
+$8.94M
4
MCM
MAI Capital Management
Ohio
+$6.99M
5
WMA
West Michigan Advisors
Michigan
+$6.88M

Top Sellers

Rank Fund Capital Flow
1
AIA
Acute Investment Advisory
Arizona
-$23.4M
2
CWG
Crown Wealth Group
North Carolina
-$18.1M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$15.9M
4
VWA
Visionary Wealth Advisors
Illinois
-$2.38M
5
ST
Sageworth Trust
Pennsylvania
-$1.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
Atticus Wealth Management
Florida
$3.59M +$3.48M +120,196 New
ICG
27
InterOcean Capital Group
Tennessee
$3.5M +$45.1K +1,560 +1%
BPA
28
Beacon Pointe Advisors
California
$3.35M +$1.66M +57,487 +105%
DIM
29
Delta Investment Management
California
$3.27M +$3.17M +109,529 New
BA
30
Bellwether Advisors
Nebraska
$3.23M +$2.57M +88,886 +462%
PWMG
31
Pinnacle Wealth Management Group
Michigan
$3M -$5.79K -200 -0.2%
ST
32
Sageworth Trust
Pennsylvania
$2.85M -$1.47M -50,691 -35%
IA
33
IFP Advisors
Florida
$2.82M -$520K -17,964 -16%
CA
34
CoreCap Advisors
Michigan
$2.77M +$2.68M +92,679 New
CRWM
35
Castle Rock Wealth Management
California
$2.62M -$72.1K -2,491 -3%
MFG
36
MTM Financial Group
Pennsylvania
$2.52M +$204K +7,038 +9%
Cetera Investment Advisers
37
Cetera Investment Advisers
Illinois
$2.39M +$276K +9,545 +14%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$2.22M +$666K +23,016 +45%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.19M +$163K +5,646 +8%
OIA
40
OneDigital Investment Advisors
Kansas
$2.15M +$1.1M +38,180 +113%
VWA
41
Visionary Wealth Advisors
Illinois
$1.84M -$2.38M -82,296 -57%
W
42
Wealthquest
Ohio
$1.82M -$35.1K -1,213 -2%
PWA
43
Pillar Wealth Advisors
Pennsylvania
$1.76M +$1.33M +45,855 +347%
CA
44
Cetera Advisors
Colorado
$1.73M +$1.06M +36,774 +173%
HI
45
Harbour Investments
Wisconsin
$1.7M +$38K +1,315 +2%
LWA
46
Lineweaver Wealth Advisors
Ohio
$1.69M +$675K +23,336 +70%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$1.67M +$1.09M +37,528 +203%
MML Investors Services
48
MML Investors Services
Massachusetts
$1.67M +$1.62M +55,878 New
WA
49
Wealth Alliance
New York
$1.64M +$273K +9,441 +21%
BWM
50
BCS Wealth Management
Tennessee
$1.57M +$471K +16,268 +45%
1
2
3 4 5

PMAY Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2023, worth a combined $423M — up 43% from $297M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PMAY positions and 9 closed out — a net gain of 37 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.9M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $23.4M sold.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2023, up from 117 in Q1 2023.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF May stock for Q2 2023, up 43% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2023 and 9 closed out, a net change of +37 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2023 was AllianceBernstein, an estimated $30.9M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2023 was Acute Investment Advisory, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2023.