We are live on ! Find out more
PMAY icon

Innovator US Equity Power Buffer ETF May

154 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43% more capital invested

Capital invested by funds: $297M → $423M (+$126M)

32% more funds holding

Funds holding: 117154 (+37)

0.4% less ownership

Funds ownership: 73.6%73.2% (-0.4%)

Holders
154
Holders Change
+37
Holders Change %
+31.62%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
68
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$1.56M +$494K +17,087 +48%
OWA
52
Outlook Wealth Advisors
Texas
$1.52M +$109K +3,763 +8%
MSA
53
McAlister Sweet & Associates
Texas
$1.5M +$1.46M +50,358 New
TC
54
TownSquare Capital
Utah
$1.42M +$854K +29,521 +162%
MSRI
55
Michael S. Ryan Inc
New York
$1.35M +$1.31M +45,132 New
FFG
56
Frisch Financial Group
New York
$1.34M +$909K +31,422 +235%
DFA
57
DHJJ Financial Advisors
Illinois
$1.29M +$176K +6,072 +16%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$1.29M +$70.6K +2,440 +6%
FCFC
59
First Commonwealth Financial Corp
Pennsylvania
$1.27M -$127K -4,381 -9%
CA
60
Corrado Advisors
New Jersey
$1.2M +$549K +18,969 +89%
AA
61
Advisory Alpha
Michigan
$1.1M +$451K +15,580 +73%
VA
62
Valmark Advisers
Ohio
$1.1M +$457K +15,782 +75%
SWP
63
Summit Wealth Partners
Florida
$1.07M -$118K -4,092 -10%
WP
64
WealthPLAN Partners
Nebraska
$1.06M -$54.2K -1,874 -5%
Mariner
65
Mariner
Kansas
$1.05M +$224K +7,730 +28%
LSPW
66
Lake Street Private Wealth
Illinois
$1.05M -$78.8K -2,723 -7%
AFGAS
67
Allegiance Financial Group Advisory Services
Virginia
$1.04M
WCG
68
Weaver Consulting Group
California
$946K -$1.21M -41,828 -57%
BWM
69
BCGM Wealth Management
Indiana
$914K
VBFG
70
Vishria Bird Financial Group
Tennessee
$908K
MAM
71
Milestone Asset Management
Pennsylvania
$903K +$876K +30,266 New
CWG
72
Crown Wealth Group
North Carolina
$881K -$18.1M -625,170 -95%
AAS
73
Avantax Advisory Services
Texas
$867K +$145K +5,027 +21%
FFN
74
Focus Financial Network
Minnesota
$860K -$43.9K -1,518 -5%
SFA
75
Sequoia Financial Advisors
Ohio
$844K +$818K +28,280 New

PMAY Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2023, worth a combined $423M — up 43% from $297M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PMAY positions and 9 closed out — a net gain of 37 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.9M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $23.4M sold.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2023, up from 117 in Q1 2023.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF May stock for Q2 2023, up 43% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2023 and 9 closed out, a net change of +37 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2023 was AllianceBernstein, an estimated $30.9M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2023 was Acute Investment Advisory, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2023.