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Innovator US Equity Power Buffer ETF May

183 hedge funds and large institutions have $406M invested in Innovator US Equity Power Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

10% more funds holding

Funds holding: 167183 (+16)

0.86% more ownership

Funds ownership: 75.89%76.75% (+0.86%)

3% less capital invested

Capital invested by funds: $420M → $406M (-$14.2M)

85% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 82

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
12
Reduced
82
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
51
First Commonwealth Financial Corp
Pennsylvania
$1.38M -$30.8K -865 -2%
DFA
52
DHJJ Financial Advisors
Illinois
$1.36M
VA
53
Valmark Advisers
Ohio
$1.35M
AA
54
Advisory Alpha
Michigan
$1.26M -$72K -2,020 -5%
CPA
55
Clear Point Advisors
New York
$1.26M -$38.5K -1,080 -3%
BWM
56
BCGM Wealth Management
Indiana
$1.25M -$40.2K -1,127 -3%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$1.22M +$3.81K +107 +0.3%
TC
58
TownSquare Capital
Utah
$1.13M -$219K -6,152 -16%
SW
59
Schulz Wealth
Texas
$1.12M -$22.8K -640 -2%
VBFG
60
Vishria Bird Financial Group
Tennessee
$1.09M
WA
61
Whipplewood Advisors
Colorado
$1.09M +$1.08M +30,287 New
Q1WB
62
Quest 10 Wealth Builders
Virginia
$1.08M +$1.07M +30,023 New
FFG
63
Frisch Financial Group
New York
$998K -$8.2K -230 -0.8%
LBC
64
Leigh Baldwin & Co
New York
$995K +$987K +27,700 New
WCG
65
Weaver Consulting Group
California
$973K -$3.78K -106 -0.4%
Mariner
66
Mariner
Kansas
$963K
AFGAS
67
Allegiance Financial Group Advisory Services
Virginia
$958K
FFA
68
Fragasso Financial Advisors
Pennsylvania
$924K -$535 -15 -0.1%
MML Investors Services
69
MML Investors Services
Massachusetts
$897K -$21.5K -604 -2%
BCM
70
Beck Capital Management
Texas
$882K -$28.9K -811 -3%
BEI
71
Benjamin Edwards Inc
Missouri
$880K -$81.5K -2,286 -9%
FFN
72
Focus Financial Network
Minnesota
$874K -$155K -4,336 -15%
EWM
73
Evermay Wealth Management
Virginia
$864K
Jane Street
74
Jane Street
New York
$829K -$214K -6,011 -21%
SFA
75
Sequoia Financial Advisors
Ohio
$817K -$187K -5,237 -19%

PMAY Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2024, worth a combined $406M — down 3.4% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PMAY positions and 7 closed out — a net gain of 18 holders — while 12 added to existing stakes and 82 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.99M. The largest seller was Allworth Financial, cutting an estimated $22.5M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $406M of Innovator US Equity Power Buffer ETF May stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2024 was Penserra Capital Management, an estimated $5.99M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2024 was Allworth Financial, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.