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Innovator US Equity Power Buffer ETF May

175 hedge funds and large institutions have $450M invested in Innovator US Equity Power Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

40% more capital invested

Capital invested by funds: $322M → $450M (+$127M)

14% more funds holding

Funds holding: 154175 (+21)

2.06% more ownership

Funds ownership: 74.3%76.36% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
73
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Focus Partners Wealth
26
Focus Partners Wealth
Massachusetts
$3.32M +$3.23M +97,203 New
WCM
27
Weaver Capital Management
Georgia
$3.26M +$1.68M +50,667 +113%
CRWM
28
Castle Rock Wealth Management
California
$3.2M +$4.89K +147 +0.2%
LPL Financial
29
LPL Financial
California
$3.19M -$32.6K -980 -1%
SWA
30
Stratos Wealth Advisors
Ohio
$3.15M +$2.26M +68,033 +280%
SCA
31
Stuart Chaussee & Associates
California
$2.95M -$173K -5,200 -6%
Truist Financial
32
Truist Financial
North Carolina
$2.95M +$574K +17,254 +25%
MFG
33
MTM Financial Group
Pennsylvania
$2.94M +$65.1K +1,958 +2%
CCM
34
Coldstream Capital Management
Washington
$2.75M +$2.23M +67,155 +918%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$2.68M +$629K +18,927 +32%
IA
36
IFP Advisors
Florida
$2.65M
YWS
37
Yarger Wealth Strategies
Ohio
$2.48M +$2.42M +72,625 New
MCM
38
MAI Capital Management
Ohio
$2.22M +$332K +9,992 +18%
CB
39
Chris Bulman
California
$2.15M +$2.09M +62,960 New
GCP
40
Gill Capital Partners
Colorado
$2.07M +$69.3K +2,083 +4%
MSA
41
McAlister Sweet & Associates
Texas
$2.06M -$132K -3,969 -6%
CA
42
Corrado Advisors
New Jersey
$2.01M +$1.96M +59,019 New
HI
43
Harbour Investments
Wisconsin
$1.96M +$25.9K +778 +1%
WA
44
Wealth Alliance
New York
$1.94M +$132K +3,957 +7%
FMWA
45
Forvis Mazars Wealth Advisors
Missouri
$1.9M -$87.9K -2,643 -5%
LWA
46
Lineweaver Wealth Advisors
Ohio
$1.77M
VWA
47
Visionary Wealth Advisors
Illinois
$1.73M -$52.1K -1,566 -3%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$1.69M +$1.4M +42,213 +569%
FCFC
49
First Commonwealth Financial Corp
Pennsylvania
$1.67M +$251K +7,553 +18%
PWA
50
Pillar Wealth Advisors
Pennsylvania
$1.61M -$218K -6,549 -12%

PMAY Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2024, worth a combined $450M — up 40% from $322M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PMAY positions and 7 closed out — a net gain of 25 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $26.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.78M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2024, up from 154 in Q1 2024.
  • Funds reported $450M of Innovator US Equity Power Buffer ETF May stock for Q2 2024, up 40% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2024 and 7 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2024 was Brookstone Capital Management, an estimated $26.1M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2024 was Lincoln National Corp, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2024.