Innovator US Equity Power Buffer ETF May
PMAY
117 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 7 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
114% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 7
25% more capital invested
Capital invested by funds: $238M → $297M (+$59M)
5.72% more ownership
Funds ownership: 67.87% → 73.6% (+5.7%)
5% more funds holding
Funds holding: 111 → 117 (+6)
36% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$23.3M |
| 2 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
+$23.2M |
| 3 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
+$18M |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$6.54M |
| 5 |
SWPG
Strategic Wealth Partners Group
Deerfield,
Illinois
|
+$4.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$11.4M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$4.05M |
| 3 |
CFP
Cypress Financial Planning
Haddon Heights,
New Jersey
|
-$1.68M |
| 4 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
-$1.54M |
| 5 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$1.09M |
PMAY Hedge Fund Activity: Q1 2023 in Review
117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2023, worth a combined $297M — up 25% from $238M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new PMAY positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 45 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $23.3M. The largest seller was Transform Wealth, cutting an estimated $11.4M.
- 117 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2023, up from 111 in Q4 2022.
- Funds reported $297M of Innovator US Equity Power Buffer ETF May stock for Q1 2023, up 25% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2023 and 7 closed out, a net change of +8 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2023 was Brookstone Capital Management, an estimated $23.3M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q1 2023 was Transform Wealth, an estimated $11.4M sold.
Based on aggregated 13F filings for Q1 2023.