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Innovator US Equity Power Buffer ETF May

107 hedge funds and large institutions have $280M invested in Innovator US Equity Power Buffer ETF May in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

120% more capital invested

Capital invested by funds: $127M → $280M (+$153M)

37% more funds holding

Funds holding: 78107 (+29)

2.64% more ownership

Funds ownership: 66.83%69.46% (+2.6%)

Holders
107
Holders Change
+29
Holders Change %
+37.18%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
45
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
101
TrustCore Financial Services
Tennessee
$124K +$131K +4,548 New
SPIA
102
Steward Partners Investment Advisory
New York
$120K +$127K +4,405 New
CP
103
Castleview Partners
Texas
$103K -$54.2K -1,884 -34%
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$93K +$97.7K +3,400 New
AF
105
Advisornet Financial
Minnesota
$33K +$24.4K +850 +243%
SWM
106
Sugarloaf Wealth Management
Georgia
$19K
HBW
107
Hazlett, Burt & Watson
West Virginia
$4K +$4.02K +140 New
TWM
108
Tradition Wealth Management
Minnesota
-$7.3M -243,135 Closed
AWM
109
Apollon Wealth Management
South Carolina
-$1.05M -34,200 Closed
KCM
110
Kathmere Capital Management
Pennsylvania
-$802K -26,171 Closed
5L
111
55I LLC
Massachusetts
-$530K -17,291 Closed
Citadel Advisors
112
Citadel Advisors
Florida
-$350K -11,413 Closed
FNBOMD
113
First National Bank of Mount Dora
Florida
-$270K -8,793 Closed
Wolverine Trading
114
Wolverine Trading
Illinois
-$244K -7,938 Closed
ACM
115
Avalon Capital Management
California
-$202K -7,015 Closed
CWG
116
Cornerstone Wealth Group
North Carolina
-$210K -6,844 Closed
RIM
117
Rockbridge Investment Management
New York
-$105K -3,431 Closed
UBS Group
118
UBS Group
Switzerland
-$67K -2,175 Closed

PMAY Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2022, worth a combined $280M — up 120% from $127M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PMAY positions and 11 closed out — a net gain of 32 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $52.7M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $7.3M sold.

  • 107 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $280M of Innovator US Equity Power Buffer ETF May stock for Q2 2022, up 120% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2022 and 11 closed out, a net change of +32 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2022 was Wealthquest, an estimated $52.7M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2022 was Tradition Wealth Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2022.