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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

115 hedge funds and large institutions have $294M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
29
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$26.9M
2
AIA
2
Acute Investment Advisory
Arizona
$23.4M
3
CWG
3
Crown Wealth Group
North Carolina
$18.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$21.1M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$4.53M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.39M
2
IA
2
IFP Advisors
Florida
$2.85M
3
CFP
3
Cypress Financial Planning
New Jersey
$207K
4
WCG
4
Weaver Consulting Group
California
$2.12M
5
WIM
5
WealthPlan Investment Management
Nebraska
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
76
WealthPlan Investment Management
Nebraska
$393K -$1.1M -38,227 -74%
SWM
77
Spire Wealth Management
Virginia
$389K +$389K +13,504 New
FFG
78
Frisch Financial Group
New York
$386K +$74K +2,567 +24%
RIS
79
Retirement Income Solutions
Michigan
$382K – – –
PWA
80
Pillar Wealth Advisors
Pennsylvania
$381K – – –
S
81
SignatureFD
Georgia
$359K – – –
SWA
82
Sutton Wealth Advisors
Florida
$350K -$2.02K -70 -0.6%
AFP
83
Ausdal Financial Partners
Iowa
$347K -$1.01K -35 -0.3%
CFD
84
Creative Financial Designs
Indiana
$345K -$72.1K -2,500 -17%
OCM
85
Orion Capital Management
California
$339K – – –
CHC
86
City Holding Co
West Virginia
$330K -$25.4K -880 -7%
Citadel Advisors
87
Citadel Advisors
Florida
$317K -$242K -8,385 -43%
CCM
88
Coldstream Capital Management
Washington
$316K – – –
TI
89
tru Independence
Oregon
$312K +$312K +10,829 New
SB
90
Strategic Blueprint
Georgia
$309K +$309K +10,731 New
CAPTRUST Financial Advisors
91
CAPTRUST Financial Advisors
North Carolina
$306K +$306K +10,613 New
W
92
WorthPointe
California
$296K – – –
PCS
93
Personal CFO Solutions
New Jersey
$294K – – –
PAWA
94
Palo Alto Wealth Advisors
California
$288K – – –
TWP
95
TFO Wealth Partners
Ohio
$285K +$129K +4,463 +82%
PAG
96
Private Advisory Group
Washington
$284K +$284K +9,842 New
CWS
97
Cypress Wealth Services
California
$256K – – –
VBFP
98
Valtinson Bruner Financial Planning
Minnesota
$238K +$20.1K +696 +9%
CWA
99
Continuum Wealth Advisors
New York
$230K – – –
CIA
100
Cape Investment Advisory
Georgia
$217K +$217K +7,545 New
1 2 3
4
5