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Innovator US Equity Power Buffer ETF May

183 hedge funds and large institutions have $406M invested in Innovator US Equity Power Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

10% more funds holding

Funds holding: 167183 (+16)

0.86% more ownership

Funds ownership: 75.89%76.75% (+0.86%)

3% less capital invested

Capital invested by funds: $420M → $406M (-$14.2M)

85% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 82

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
12
Reduced
82
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$810K -$56.5K -1,586 -7%
CPIG
77
Chicago Partners Investment Group
Illinois
$765K
LWM
78
Lakeridge Wealth Management
Ohio
$765K
OWA
79
Outlook Wealth Advisors
Texas
$731K
BA
80
Bellwether Advisors
Nebraska
$709K -$47.7K -1,338 -6%
AF
81
Allworth Financial
California
$704K -$22.5M -630,651 -97%
SPIA
82
Steward Partners Investment Advisory
New York
$663K -$9.02K -253 -1%
CFA
83
Camarda Financial Advisors
Florida
$659K -$314K -8,814 -32%
PWM
84
Palumbo Wealth Management
New York
$659K
BWM
85
BCS Wealth Management
Tennessee
$656K -$962 -27 -0.1%
KWM
86
Kingsview Wealth Management
Oregon
$648K -$24.4K -684 -4%
CIA
87
Cape Investment Advisory
Georgia
$648K -$71 -2 -0%
MSFS
88
Main Street Financial Solutions
Pennsylvania
$602K
SNWA
89
Siligmueller & Norvid Wealth Advisors
Illinois
$599K +$594K +16,677 New
RCM
90
Riggs Capital Management
Utah
$596K +$591K +16,590 New
SI
91
Stephens Inc
Arkansas
$578K
Cerity Partners
92
Cerity Partners
New York
$567K
JCM
93
Jacobi Capital Management
Pennsylvania
$563K
RA
94
RiverTree Advisors
Florida
$558K
FPAS
95
Focus Partners Advisor Solutions
Missouri
$556K +$552K +15,498 New
KFGG
96
Keystone Financial Group (Georgia)
Georgia
$551K +$550K +15,446 New
AQR Capital Management
97
AQR Capital Management
Connecticut
$549K
SAM
98
Secure Asset Management
Michigan
$545K
AAP
99
Arax Advisory Partners
Colorado
$543K +$6.2K +174 +1%
SAF
100
Smith Anglin Financial
Texas
$541K

PMAY Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2024, worth a combined $406M — down 3.4% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PMAY positions and 7 closed out — a net gain of 18 holders — while 12 added to existing stakes and 82 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.99M. The largest seller was Allworth Financial, cutting an estimated $22.5M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $406M of Innovator US Equity Power Buffer ETF May stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2024 was Penserra Capital Management, an estimated $5.99M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2024 was Allworth Financial, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.