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Innovator US Equity Power Buffer ETF May

175 hedge funds and large institutions have $450M invested in Innovator US Equity Power Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

40% more capital invested

Capital invested by funds: $322M → $450M (+$127M)

14% more funds holding

Funds holding: 154175 (+21)

2.06% more ownership

Funds ownership: 74.3%76.36% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
73
Reduced
39
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
51
Wealthquest
Ohio
$1.54M -$192K -5,775 -11%
OIA
52
OneDigital Investment Advisors
Kansas
$1.48M +$15.6K +470 +1%
TC
53
TownSquare Capital
Utah
$1.47M -$122K -3,683 -8%
DFA
54
DHJJ Financial Advisors
Illinois
$1.3M +$79.2K +2,382 +7%
VA
55
Valmark Advisers
Ohio
$1.28M +$202K +6,066 +19%
AA
56
Advisory Alpha
Michigan
$1.26M +$1.5K +45 +0.1%
CPA
57
Clear Point Advisors
New York
$1.24M -$56.5K -1,700 -4%
BWM
58
BCGM Wealth Management
Indiana
$1.22M +$907K +27,282 +317%
AFGAS
59
Allegiance Financial Group Advisory Services
Virginia
$1.15M
SW
60
Schulz Wealth
Texas
$1.14M
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$106K +3,182 +11%
RA
62
RFG Advisory
Alabama
$1.07M +$587K +17,655 +130%
VBFG
63
Vishria Bird Financial Group
Tennessee
$1.04M
FFG
64
Frisch Financial Group
New York
$958K -$22.7K -683 -2%
SFA
65
Sequoia Financial Advisors
Ohio
$955K -$9.74K -293 -1%
FFN
66
Focus Financial Network
Minnesota
$954K +$59.4K +1,786 +7%
WCG
67
Weaver Consulting Group
California
$943K -$27K -812 -3%
EWM
68
Evermay Wealth Management
Virginia
$915K +$499K +15,004 +127%
Mariner
69
Mariner
Kansas
$914K +$58.9K +1,770 +7%
BFEC
70
Benjamin F. Edwards & Company
Missouri
$914K +$15K +450 +2%
CFA
71
Camarda Financial Advisors
Florida
$898K +$876K +26,340 New
AWS
72
Atria Wealth Solutions
New York
$888K +$550K +16,553 +174%
MML Investors Services
73
MML Investors Services
Massachusetts
$880K -$173K -5,217 -17%
FFA
74
Fragasso Financial Advisors
Pennsylvania
$878K +$20K +602 +2%
BCM
75
Beck Capital Management
Texas
$873K +$221K +6,649 +35%

PMAY Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2024, worth a combined $450M — up 40% from $322M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PMAY positions and 7 closed out — a net gain of 25 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $26.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.78M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2024, up from 154 in Q1 2024.
  • Funds reported $450M of Innovator US Equity Power Buffer ETF May stock for Q2 2024, up 40% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2024 and 7 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2024 was Brookstone Capital Management, an estimated $26.1M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2024 was Lincoln National Corp, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2024.