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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

115 hedge funds and large institutions have $294M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
29
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$26.9M
2
AIA
2
Acute Investment Advisory
Arizona
$23.4M
3
CWG
3
Crown Wealth Group
North Carolina
$18.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$21.1M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$4.53M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.39M
2
IA
2
IFP Advisors
Florida
$2.85M
3
CFP
3
Cypress Financial Planning
New Jersey
$207K
4
WCG
4
Weaver Consulting Group
California
$2.12M
5
WIM
5
WealthPlan Investment Management
Nebraska
$393K
Name Holding Trade Value Shares
Change 		Shares
Change %
CFP
101
Cypress Financial Planning
New Jersey
$207K -$1.7M -58,794 -89%
CP
102
Castleview Partners
Texas
$157K – – –
IF
103
Integrity Financial
Wyoming
$148K – – –
PP
104
PFS Partners
New Jersey
$133K +$133K +4,622 New
BBPWM
105
Blue Bell Private Wealth Management
Pennsylvania
$129K -$11.5K -400 -8%
SPIA
106
Steward Partners Investment Advisory
New York
$127K – – –
UBS Group
107
UBS Group
Switzerland
$89K -$84.3K -2,926 -49%
ASN
108
Advisory Services Network
Georgia
$43.3K +$23.1K +800 +114%
AF
109
Advisornet Financial
Minnesota
$34.6K – – –
AF
110
Allworth Financial
California
$34.2K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$28.8K +$28.8K +1,000 New
AAS
112
Ameritas Advisory Services
Nebraska
$20.8K +$20.8K +720 New
LFG
113
Larson Financial Group
Missouri
$16.6K +$16.6K +575 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$16.1K +$3.95K +136,973 +32%
JPMorgan Chase & Co
115
JPMorgan Chase & Co
New York
$1K – – –
RFG
116
Range Financial Group
Oregon
– -$486K -17,291 Closed
BMD
117
Better Money Decisions
New Mexico
– -$273K -9,712 Closed
NA
118
NewEdge Advisors
Louisiana
– -$96.2K -3,425 Closed
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
– -$29K -1,031 Closed
FA
120
Fiduciary Alliance
South Carolina
– -$21K -747 Closed
William Blair & Company
121
William Blair & Company
Illinois
– -$12.8K -455 Closed
USCWA
122
U.S. Capital Wealth Advisors
Texas
– -$2.78K -99 Closed
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