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Innovator US Equity Power Buffer ETF May

183 hedge funds and large institutions have $406M invested in Innovator US Equity Power Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

10% more funds holding

Funds holding: 167183 (+16)

0.86% more ownership

Funds ownership: 75.89%76.75% (+0.86%)

3% less capital invested

Capital invested by funds: $420M → $406M (-$14.2M)

85% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 82

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
12
Reduced
82
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
26
Stuart Chaussee & Associates
California
$3.11M
MFG
27
MTM Financial Group
Pennsylvania
$3.1M
SWA
28
Stratos Wealth Advisors
Ohio
$3.09M -$50.9K -1,428 -2%
IA
29
IFP Advisors
Florida
$2.97M -$203K -5,700 -6%
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.81M -$269K -7,544 -9%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.47M -$304K -8,535 -11%
MSA
32
McAlister Sweet & Associates
Texas
$2.37M
WTFG
33
Wood Tarver Financial Group
Idaho
$2.32M +$2.3M +64,571 New
AIA
34
AssuredPartners Investment Advisors
Florida
$2.26M +$2.24M +62,855 New
YWS
35
Yarger Wealth Strategies
Ohio
$2.23M -$289K -8,113 -12%
EWA
36
EP Wealth Advisors
California
$2.07M -$266K -7,452 -11%
WA
37
Wealth Alliance
New York
$2.05M
Wealth Enhancement Advisory Services
38
Wealth Enhancement Advisory Services
Minnesota
$1.98M -$979K -27,462 -33%
CA
39
Corrado Advisors
New Jersey
$1.97M -$115K -3,216 -6%
MCM
40
MAI Capital Management
Ohio
$1.95M -$145K -4,068 -7%
CB
41
Chris Bulman
California
$1.94M +$26.8K +751 +1%
GCP
42
Gill Capital Partners
Colorado
$1.91M -$60K -1,684 -3%
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$1.78M
LWA
44
Lineweaver Wealth Advisors
Ohio
$1.77M -$97.6K -2,740 -5%
HI
45
Harbour Investments
Wisconsin
$1.75M
FMWA
46
Forvis Mazars Wealth Advisors
Missouri
$1.66M -$201K -5,651 -11%
VWA
47
Visionary Wealth Advisors
Illinois
$1.59M -$119K -3,331 -7%
W
48
Wealthquest
Ohio
$1.52M -$80.8K -2,267 -5%
CW
49
CreativeOne Wealth
Kansas
$1.51M -$89K -2,496 -6%
OIA
50
OneDigital Investment Advisors
Kansas
$1.43M -$53.5K -1,500 -4%

PMAY Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2024, worth a combined $406M — down 3.4% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PMAY positions and 7 closed out — a net gain of 18 holders — while 12 added to existing stakes and 82 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.99M. The largest seller was Allworth Financial, cutting an estimated $22.5M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $406M of Innovator US Equity Power Buffer ETF May stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2024 was Penserra Capital Management, an estimated $5.99M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2024 was Allworth Financial, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.