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Innovator US Equity Power Buffer ETF May
PMAY

77 hedge funds and large institutions have $143M invested in Innovator US Equity Power Buffer ETF May in 2021 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 7 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

9.15% more ownership

Funds ownership: 55.93% → 65.09% (+9.2%)

8% more funds holding

Funds holding: 71 → 77 (+6)

8% more capital invested

Capital invested by funds: $133M → $143M (+$10.5M)

77% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 31

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.18%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
7
Reduced
31
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Soltis Investment Advisors
Utah
+$8.58M
2
MWM
Maltin Wealth Management
New Jersey
+$1.67M
3
PCM
Penserra Capital Management
California
+$1.28M
4
AWM
Apollon Wealth Management
South Carolina
+$1.03M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$217K

Top Sellers

Rank Fund Capital Flow
1
WP
WealthPLAN Partners
Nebraska
-$2.81M
2
TWM
Tradition Wealth Management
Minnesota
-$2.6M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.16M
4
LWA
Lineweaver Wealth Advisors
Ohio
-$587K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$525K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$360K – – –
AAP
52
Arax Advisory Partners
Colorado
$359K – – –
WA
53
Wealth Alliance
New York
$324K – – –
AFP
54
Ausdal Financial Partners
Iowa
$321K – – –
AWM
55
Axxcess Wealth Management
California
$321K +$318K +10,519 New
CA
56
Cetera Advisors
Colorado
$317K -$373K -12,350 -54%
CG
57
Caprock Group
Idaho
$317K – – –
TWP
58
TFO Wealth Partners
Ohio
$300K – – –
SPC
59
Sigma Planning Corp
Michigan
$290K -$9.06K -300 -3%
NFG
60
Nations Financial Group
Iowa
$283K – – –
AAS
61
Ameritas Advisory Services
Nebraska
$230K +$228K +7,535 New
SPWM
62
Straight Path Wealth Management
Michigan
$216K +$214K +7,079 New
ACM
63
Avalon Capital Management
California
$214K – – –
FFA
64
Fragasso Financial Advisors
Pennsylvania
$214K – – –
CWG
65
Cornerstone Wealth Group
North Carolina
$209K – – –
DHGWA
66
Dixon Hughes Goodman Wealth Advisors
North Carolina
$181K +$179K +5,913 New
SWA
67
Sutton Wealth Advisors
Florida
$118K – – –
RIM
68
Rockbridge Investment Management
New York
$105K – – –
APA
69
American Portfolios Advisors
New York
$105K – – –
OCM
70
Orion Capital Management
California
$84K -$14.6K -484 -15%
BFEC
71
Benjamin F. Edwards & Company
Missouri
$73K – – –
BBPWM
72
Blue Bell Private Wealth Management
Pennsylvania
$58K +$30 +1 +0.1%
UBS Group
73
UBS Group
Switzerland
$57K -$22.5K -746 -29%
Morgan Stanley
74
Morgan Stanley
New York
$25K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$21K – – –
1 2
3
4

PMAY Hedge Fund Activity: Q4 2021 in Review

77 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2021, worth a combined $143M — up 7.9% from $133M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMAY positions and 5 closed out — a net gain of 6 holders — while 7 added to existing stakes and 31 trimmed.

The largest buyer was Soltis Investment Advisors, adding an estimated $8.58M. The largest seller was WealthPLAN Partners, cutting an estimated $2.81M.

  • 77 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2021, up from 71 in Q3 2021.
  • Funds reported $143M of Innovator US Equity Power Buffer ETF May stock for Q4 2021, up 7.9% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2021 and 5 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2021 was Soltis Investment Advisors, an estimated $8.58M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2021 was WealthPLAN Partners, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2021.