We are live on ! Find out more
PMAY icon

Innovator US Equity Power Buffer ETF May

161 hedge funds and large institutions have $343M invested in Innovator US Equity Power Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 13 increasing their positions, 88 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

4% more funds holding

Funds holding: 155161 (+6)

0.52% more ownership

Funds ownership: 71.69%72.22% (+0.52%)

6% less capital invested

Capital invested by funds: $367M → $343M (-$23.5M)

85% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 88

Holders
161
Holders Change
+6
Holders Change %
+3.87%
% of All Funds
2.35%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
18
Increased
13
Reduced
88
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
76
Fragasso Financial Advisors
Pennsylvania
$791K
NFG
77
Nations Financial Group
Iowa
$789K -$47K -1,552 -6%
SWA
78
Stratos Wealth Advisors
Ohio
$786K -$11.1K -367 -1%
LSPW
79
Lake Street Private Wealth
Illinois
$753K -$323K -10,662 -31%
CPIG
80
Chicago Partners Investment Group
Illinois
$676K -$34.8K -1,151 -5%
KWM
81
Kingsview Wealth Management
Oregon
$672K +$6.33K +209 +1%
CWG
82
Crown Wealth Group
North Carolina
$670K -$249K -8,240 -28%
LWM
83
Lakeridge Wealth Management
Ohio
$669K +$644K +21,255 New
SI
84
Stephens Inc
Arkansas
$650K -$215K -7,100 -26%
CP
85
Castleview Partners
Texas
$629K +$440K +14,536 +266%
BCM
86
Beck Capital Management
Texas
$615K -$25K -825 -4%
TF
87
Trek Financial
Arizona
$594K -$14.2K -470 -2%
KWS
88
Keystone Wealth Services
California
$572K -$84.8K -2,800 -13%
CIA
89
Cape Investment Advisory
Georgia
$571K -$3.03K -100 -0.5%
Royal Bank of Canada
90
Royal Bank of Canada
Ontario, Canada
$570K +$548K +18,102 New
MSFS
91
Main Street Financial Solutions
Pennsylvania
$545K -$5.45K -180 -1%
SPIA
92
Steward Partners Investment Advisory
New York
$519K -$22.7K -750 -4%
SB
93
Strategic Blueprint
Georgia
$501K -$7.99K -264 -2%
CAL
94
Capital Analysts LLC
Pennsylvania
$483K -$32.1K -1,060 -6%
SAF
95
Smith Anglin Financial
Texas
$474K
SWM
96
Spire Wealth Management
Virginia
$469K
Cerity Partners
97
Cerity Partners
New York
$466K
FIA
98
Foundations Investment Advisors
Arizona
$466K +$14.9K +491 +3%
BFC
99
Bedel Financial Consulting
Indiana
$457K
OCM
100
Orion Capital Management
California
$447K

PMAY Hedge Fund Activity: Q4 2023 in Review

161 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2023, worth a combined $343M — down 6.4% from $367M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PMAY positions and 10 closed out — a net gain of 8 holders — while 13 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.22M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $12.4M sold.

  • 161 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2023, up from 155 in Q3 2023.
  • Funds reported $343M of Innovator US Equity Power Buffer ETF May stock for Q4 2023, down 6.4% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2023 and 10 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2023 was Penserra Capital Management, an estimated $6.22M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2023 was Global Strategic Investment Solutions, an estimated $12.4M sold.

Based on aggregated 13F filings for Q4 2023.