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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

71 hedge funds and large institutions have $133M invested in Innovator US Equity Power Buffer ETF May in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 15 increasing their positions, 23 reducing their positions, and 11 closing their positions.

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
15
Reduced
23
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
1
Tradition Wealth Management
Minnesota
$10.2M
2
PCM
2
Penserra Capital Management
California
$5.4M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$619K
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.25M
5
FCFC
5
First Commonwealth Financial Corp
Pennsylvania
$762K

Top Sellers

1
WP
1
WealthPLAN Partners
Nebraska
$17.5M
2
TW
2
Transform Wealth
Colorado
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$12.2M
5
AIC
5
Ameritas Investment Company
Nebraska
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
51
Caprock Group
Idaho
$306K – – –
TWP
52
TFO Wealth Partners
Ohio
$291K – – –
SPC
53
Sigma Planning Corp
Michigan
$289K – – –
NFG
54
Nations Financial Group
Iowa
$273K – – –
FFN
55
Focus Financial Network
Minnesota
$272K +$14.3K +484 +6%
DAS
56
Dynamic Advisor Solutions
Arizona
$254K – – –
FFA
57
Fragasso Financial Advisors
Pennsylvania
$207K – – –
ACM
58
Avalon Capital Management
California
$207K +$207K +7,015 New
CWG
59
Cornerstone Wealth Group
North Carolina
$202K +$202K +6,844 New
SWA
60
Sutton Wealth Advisors
Florida
$114K -$4.99K -169 -4%
APA
61
American Portfolios Advisors
New York
$101K – – –
RIM
62
Rockbridge Investment Management
New York
$101K – – –
OCM
63
Orion Capital Management
California
$96K – – –
UBS Group
64
UBS Group
Switzerland
$77K +$64.1K +2,173 +497%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$71K +$25K +840 +54%
BBPWM
66
Blue Bell Private Wealth Management
Pennsylvania
$56K -$30 -1 -0.1%
Morgan Stanley
67
Morgan Stanley
New York
$24K +$24K +815 New
SWM
68
Sugarloaf Wealth Management
Georgia
$21K – – –
AF
69
Advisornet Financial
Minnesota
$10K – – –
IFAM
70
Institutional & Family Asset Management
Colorado
$8K – – –
BMD
71
Better Money Decisions
New Mexico
$8K – – –
TW
72
Transform Wealth
Colorado
– -$8.5M -288,719 Closed
Envestnet Asset Management
73
Envestnet Asset Management
Illinois
– -$8.3M -281,844 Closed
AI
74
Atria Investments
North Carolina
– -$2.51M -85,353 Closed
CAS
75
Cascadia Advisory Services
Oregon
– -$2.22M -75,449 Closed
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