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Innovator US Equity Power Buffer ETF May

154 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43% more capital invested

Capital invested by funds: $297M → $423M (+$126M)

32% more funds holding

Funds holding: 117154 (+37)

0.4% less ownership

Funds ownership: 73.6%73.2% (-0.4%)

Holders
154
Holders Change
+37
Holders Change %
+31.62%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
68
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Stephens Inc
Arkansas
$838K +$812K +28,070 New
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$836K +$413K +14,274 +104%
RGF
78
Retirement Guys Formula
Ohio
$825K -$106K -3,660 -12%
NFG
79
Nations Financial Group
Iowa
$806K +$57.9K +2,002 +8%
SPC
80
Sigma Planning Corp
Michigan
$805K +$202K +6,995 +35%
FFA
81
Fragasso Financial Advisors
Pennsylvania
$755K +$92.4K +3,195 +14%
AWS
82
Atria Wealth Solutions
New York
$674K +$28.2K +975 +5%
CPIG
83
Chicago Partners Investment Group
Illinois
$672K +$134K +4,631 +26%
Citadel Advisors
84
Citadel Advisors
Florida
$663K +$324K +11,211 +102%
TF
85
Trek Financial
Arizona
$634K +$49K +1,693 +9%
KWM
86
Kingsview Wealth Management
Oregon
$631K +$611K +21,138 New
KWS
87
Keystone Wealth Services
California
$626K +$607K +20,976 New
SWA
88
Stratos Wealth Advisors
Ohio
$624K +$605K +20,909 New
BCM
89
Beck Capital Management
Texas
$609K -$46.3K -1,600 -7%
Jane Street
90
Jane Street
New York
$606K +$588K +20,311 New
MSFS
91
Main Street Financial Solutions
Pennsylvania
$560K -$17.4K -600 -3%
CIA
92
Cape Investment Advisory
Georgia
$545K +$310K +10,708 +142%
SFG
93
Steward Financial Group
Texas
$532K +$516K +17,842 New
SPIA
94
Steward Partners Investment Advisory
New York
$515K +$372K +12,849 +292%
CAL
95
Capital Analysts LLC
Pennsylvania
$490K +$25.3K +873 +6%
SAF
96
Smith Anglin Financial
Texas
$470K +$455K +15,742 New
Cerity Partners
97
Cerity Partners
New York
$442K -$340K -11,743 -44%
SWM
98
Spire Wealth Management
Virginia
$441K +$37.1K +1,281 +9%
BFC
99
Bedel Financial Consulting
Indiana
$433K
OCM
100
Orion Capital Management
California
$424K +$70.4K +2,435 +21%

PMAY Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2023, worth a combined $423M — up 43% from $297M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PMAY positions and 9 closed out — a net gain of 37 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.9M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $23.4M sold.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2023, up from 117 in Q1 2023.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF May stock for Q2 2023, up 43% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2023 and 9 closed out, a net change of +37 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2023 was AllianceBernstein, an estimated $30.9M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2023 was Acute Investment Advisory, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2023.