Innovator US Equity Power Buffer ETF May
PMAY
155 hedge funds and large institutions have $367M invested in Innovator US Equity Power Buffer ETF May in 2023 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 69 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 154 → 155 (+1)
1.5% less ownership
Funds ownership: 73.2% → 71.69% (-1.5%)
13% less capital invested
Capital invested by funds: $423M → $367M (-$56.5M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
68% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$7.71M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.34M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.07M |
| 4 |
JP Morgan Chase
New York
|
+$1.41M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$983K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$20.2M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$9.21M |
| 3 |
WMA
West Michigan Advisors
Holland,
Michigan
|
-$7.1M |
| 4 |
RFG
Range Financial Group
Tigard,
Oregon
|
-$6.65M |
| 5 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$5.47M |
PMAY Hedge Fund Activity: Q3 2023 in Review
155 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q3 2023, worth a combined $367M — down 13% from $423M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new PMAY positions and 10 closed out — a net gain of 2 holders — while 22 added to existing stakes and 69 trimmed.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $7.71M. The largest seller was Brookstone Capital Management, cutting an estimated $20.2M.
- 155 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q3 2023, up from 154 in Q2 2023.
- Funds reported $367M of Innovator US Equity Power Buffer ETF May stock for Q3 2023, down 13% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Power Buffer ETF May positions in Q3 2023 and 10 closed out, a net change of +2 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $7.71M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q3 2023 was Brookstone Capital Management, an estimated $20.2M sold.
Based on aggregated 13F filings for Q3 2023.