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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

164 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
20
Reduced
81
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AF
1
Allworth Financial
California
$22.9M
2
EWA
2
EP Wealth Advisors
California
$2.29M
3
PCM
3
Penserra Capital Management
California
$40.2M
4
CW
4
CreativeOne Wealth
Kansas
$1.57M
5
Jane Street
5
Jane Street
New York
$1.03M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$8.56M
2
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$2.91M
3
CCM
3
Coldstream Capital Management
Washington
$258K
4
RJA
4
Raymond James & Associates
Florida
$4.5M
5
PWA
5
Pillar Wealth Advisors
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
26
Weaver Capital Management
Georgia
$3.24M -$126K -3,570 -4%
IA
27
IFP Advisors
Florida
$3.12M +$381K +10,800 +14%
Truist Financial
28
Truist Financial
North Carolina
$3.1M +$46.3K +1,314 +2%
SWA
29
Stratos Wealth Advisors
Ohio
$3.08M -$172K -4,882 -5%
SCA
30
Stuart Chaussee & Associates
California
$3.05M – – –
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$3.02M -$523K -14,843 -15%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$2.91M -$8.74M -248,103 -75%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$2.72M -$46.5K -1,319 -2%
YWS
34
Yarger Wealth Strategies
Ohio
$2.48M -$81K -2,298 -3%
MSA
35
McAlister Sweet & Associates
Texas
$2.33M +$203K +5,773 +10%
EWA
36
EP Wealth Advisors
California
$2.29M +$2.29M +65,074 New
MCM
37
MAI Capital Management
Ohio
$2.06M -$236K -6,690 -10%
CA
38
Corrado Advisors
New Jersey
$2.05M -$33.6K -952 -2%
WA
39
Wealth Alliance
New York
$2.01M – – –
GCP
40
Gill Capital Partners
Colorado
$1.93M -$202K -5,740 -9%
CB
41
Chris Bulman
California
$1.88M -$344K -9,756 -15%
LWA
42
Lineweaver Wealth Advisors
Ohio
$1.83M – – –
FMWA
43
Forvis Mazars Wealth Advisors
Missouri
$1.83M -$130K -3,699 -7%
CAPTRUST Financial Advisors
44
CAPTRUST Financial Advisors
North Carolina
$1.75M – – –
HI
45
Harbour Investments
Wisconsin
$1.71M -$308K -8,740 -15%
VWA
46
Visionary Wealth Advisors
Illinois
$1.68M -$104K -2,948 -6%
W
47
Wealthquest
Ohio
$1.57M -$17.7K -505 -1%
CW
48
CreativeOne Wealth
Kansas
$1.57M +$1.11M +31,362 +239%
OMC
49
Old Mission Capital
Illinois
$1.49M +$749K +21,242 +101%
OIA
50
OneDigital Investment Advisors
Kansas
$1.45M -$81.9K -2,325 -5%
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