Innovator US Equity Power Buffer ETF May
PMAY
78 hedge funds and large institutions have $127M invested in Innovator US Equity Power Buffer ETF May in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 31 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
1.74% more ownership
Funds ownership: 65.09% → 66.83% (+1.7%)
1% more funds holding
Funds holding: 77 → 78 (+1)
11% less capital invested
Capital invested by funds: $143M → $127M (-$16.2M)
68% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.42M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.33M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$485K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$452K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$379K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$8.57M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$5.22M |
| 3 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$4.93M |
| 4 |
CP
Castleview Partners
Dallas,
Texas
|
-$4.9M |
| 5 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$2.38M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BBPWM
76
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $58K | – | – | – |
|
|
SWM
77
Sugarloaf Wealth Management
Duluth,
Georgia
| $21K | – | – | – |
|
|
AF
78
Advisornet Financial
Minnetonka,
Minnesota
| $11K | – | – | – |
|
|
CA
79
Corrado Advisors
Ramsey,
New Jersey
| – | -$2.38M | -77,991 | Closed |
|
|
MWM
80
Maltin Wealth Management
Ridgewood,
New Jersey
| – | -$1.69M | -55,209 | Closed |
|
|
CG
81
Caprock Group
Boise,
Idaho
| – | -$317K | -10,367 | Closed |
|
|
SPWM
82
Straight Path Wealth Management
Jenison,
Michigan
| – | -$216K | -7,079 | Closed |
|
83
Morgan Stanley
New York
| – | -$25K | -815 | Closed |
|
PMAY Hedge Fund Activity: Q1 2022 in Review
78 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2022, worth a combined $127M — down 11% from $143M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new PMAY positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 31 trimmed.
The largest buyer was IFP Advisors, adding an estimated $2.42M. The largest seller was Soltis Investment Advisors, cutting an estimated $8.57M.
- 78 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2022, up from 77 in Q4 2021.
- Funds reported $127M of Innovator US Equity Power Buffer ETF May stock for Q1 2022, down 11% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2022 and 5 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2022 was IFP Advisors, an estimated $2.42M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q1 2022 was Soltis Investment Advisors, an estimated $8.57M sold.
Based on aggregated 13F filings for Q1 2022.