We are live on ! Find out more
PMAY icon

Innovator US Equity Power Buffer ETF May
PMAY

117 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 45 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

25% more capital invested

Capital invested by funds: $238M → $297M (+$59M)

5.72% more ownership

Funds ownership: 67.87% → 73.6% (+5.7%)

5% more funds holding

Funds holding: 111 → 117 (+6)

36% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 45

Holders
117
Holders Change
+6
Holders Change %
+5.41%
% of All Funds
1.86%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
15
Increased
29
Reduced
45
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$23.3M
2
AIA
Acute Investment Advisory
Arizona
+$23.2M
3
CWG
Crown Wealth Group
North Carolina
+$18M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$6.54M
5
SWPG
Strategic Wealth Partners Group
Illinois
+$4.55M

Top Sellers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
-$11.4M
2
IA
IFP Advisors
Florida
-$4.05M
3
CFP
Cypress Financial Planning
New Jersey
-$1.68M
4
WCG
Weaver Consulting Group
California
-$1.54M
5
WIM
WealthPlan Investment Management
Nebraska
-$1.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$396K – – –
WIM
77
WealthPlan Investment Management
Nebraska
$393K -$1.09M -38,227 -74%
SWM
78
Spire Wealth Management
Virginia
$389K +$386K +13,504 New
FFG
79
Frisch Financial Group
New York
$386K +$73.4K +2,567 +24%
RIS
80
Retirement Income Solutions
Michigan
$382K – – –
PWA
81
Pillar Wealth Advisors
Pennsylvania
$381K – – –
S
82
SignatureFD
Georgia
$359K – – –
SWA
83
Sutton Wealth Advisors
Florida
$350K -$2K -70 -0.6%
AFP
84
Ausdal Financial Partners
Iowa
$347K -$1K -35 -0.3%
CFD
85
Creative Financial Designs
Indiana
$345K -$71.5K -2,500 -17%
OCM
86
Orion Capital Management
California
$339K – – –
CHC
87
City Holding Co
West Virginia
$330K -$25.2K -880 -7%
Citadel Advisors
88
Citadel Advisors
Florida
$317K -$240K -8,385 -43%
CCM
89
Coldstream Capital Management
Washington
$316K – – –
TI
90
tru Independence
Oregon
$312K +$310K +10,829 New
SB
91
Strategic Blueprint
Georgia
$309K +$307K +10,731 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$306K +$303K +10,613 New
W
93
WorthPointe
California
$296K – – –
PCS
94
Personal CFO Solutions
New Jersey
$294K – – –
PAWA
95
Palo Alto Wealth Advisors
California
$288K – – –
TWP
96
TFO Wealth Partners
Ohio
$285K +$128K +4,463 +82%
PAG
97
Private Advisory Group
Washington
$284K +$281K +9,842 New
CWS
98
Cypress Wealth Services
California
$256K – – –
NAS
99
NWF Advisory Services
California
$245K +$234K +8,200 New
VBFP
100
Valtinson Bruner Financial Planning
Minnesota
$238K +$19.9K +696 +9%
1 2 3
4
5

PMAY Hedge Fund Activity: Q1 2023 in Review

117 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2023, worth a combined $297M — up 25% from $238M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PMAY positions and 7 closed out — a net gain of 8 holders — while 29 added to existing stakes and 45 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $23.3M. The largest seller was Transform Wealth, cutting an estimated $11.4M.

  • 117 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2023, up from 111 in Q4 2022.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF May stock for Q1 2023, up 25% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2023 and 7 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2023 was Brookstone Capital Management, an estimated $23.3M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q1 2023 was Transform Wealth, an estimated $11.4M sold.

Based on aggregated 13F filings for Q1 2023.