PMAY icon

Innovator US Equity Power Buffer ETF May

152 hedge funds and large institutions have $364M 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.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.42%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
12
Increased
22
Reduced
69
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SI
76
Stephens Inc
Arkansas
$819K -$9.45K -320 -1%
NFG
77
Nations Financial Group
Iowa
$785K -$11.4K -385 -1%
RGF
78
Retirement Guys Formula
Ohio
$760K -$56.1K -1,902 -7%
SWA
79
Stratos Wealth Advisors
Ohio
$748K +$131K +4,433 +21%
FFA
80
Fragasso Financial Advisors
Pennsylvania
$742K -$4.13K -140 -0.6%
SPC
81
Sigma Planning Corp
Michigan
$708K -$88.6K -3,002 -11%
CPIG
82
Chicago Partners Investment Group
Illinois
$656K
AWS
83
Atria Wealth Solutions
New York
$652K -$14.8K -500 -2%
KWM
84
Kingsview Wealth Management
Oregon
$624K
KWS
85
Keystone Wealth Services
California
$619K
BCM
86
Beck Capital Management
Texas
$602K -$1.03K -35 -0.2%
TF
87
Trek Financial
Arizona
$571K -$56.3K -1,907 -9%
ASN
88
Advisory Services Network
Georgia
$556K +$556K +18,818 New
CIA
89
Cape Investment Advisory
Georgia
$538K -$354 -12 -0.1%
VAG
90
VisionPoint Advisory Group
Texas
$535K +$535K +18,126 New
MSFS
91
Main Street Financial Solutions
Pennsylvania
$517K -$37.5K -1,270 -7%
SPIA
92
Steward Partners Investment Advisory
New York
$509K
CAL
93
Capital Analysts LLC
Pennsylvania
$485K
SWP
94
Summit Wealth Partners
Florida
$482K -$578K -19,591 -55%
SB
95
Strategic Blueprint
Georgia
$478K +$83.1K +2,815 +21%
SAF
96
Smith Anglin Financial
Texas
$445K -$20K -676 -4%
Cerity Partners
97
Cerity Partners
New York
$437K
SWM
98
Spire Wealth Management
Virginia
$436K
BFC
99
Bedel Financial Consulting
Indiana
$428K
OCM
100
Orion Capital Management
California
$419K