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Innovator US Equity Power Buffer ETF May

154 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 68 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 9

143% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 28

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

43% more capital invested

Capital invested by funds: $297M → $423M (+$126M)

32% more funds holding

Funds holding: 117154 (+37)

0.4% less ownership

Funds ownership: 73.6%73.2% (-0.4%)

Holders
154
Holders Change
+37
Holders Change %
+31.62%
% of All Funds
2.42%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
46
Increased
68
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
101
CRA Financial Services
New Jersey
$423K +$410K +14,175 New
W
102
WorthPointe
California
$411K +$101K +3,497 +34%
AAP
103
Arax Advisory Partners
Colorado
$409K -$1.04K -36 -0.3%
SB
104
Strategic Blueprint
Georgia
$399K +$76.3K +2,637 +25%
RIS
105
Retirement Income Solutions
Michigan
$395K
CCM
106
Coldstream Capital Management
Washington
$390K +$60.8K +2,103 +19%
Royal Bank of Canada
107
Royal Bank of Canada
Ontario, Canada
$390K +$378K +13,056 New
S
108
SignatureFD
Georgia
$372K
CFD
109
Creative Financial Designs
Indiana
$369K +$11.6K +400 +3%
SWA
110
Sutton Wealth Advisors
Florida
$367K +$4.8K +166 +1%
DI
111
Diligent Investors
California
$366K +$355K +12,258 New
EWM
112
Evermay Wealth Management
Virginia
$353K +$342K +11,823 New
TI
113
tru Independence
Oregon
$353K +$28.6K +987 +9%
TW
114
Transform Wealth
Colorado
$347K -$1.06M -36,522 -76%
CBFP
115
Cedar Brook Financial Partners
Ohio
$319K +$309K +10,697 New
CWS
116
Cypress Wealth Services
California
$319K +$50.1K +1,733 +20%
CFP
117
Cypress Financial Planning
New Jersey
$310K +$93.1K +3,218 +45%
SOS
118
Silver Oak Securities
Tennessee
$300K +$290K +10,035 New
PAWA
119
Palo Alto Wealth Advisors
California
$299K
TWP
120
TFO Wealth Partners
Ohio
$295K
FANJ
121
Financial Architects (New Jersey)
New Jersey
$288K +$279K +9,653 New
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$282K +$144K +4,982 +112%
BRWA
123
B. Riley Wealth Advisors
Florida
$280K +$271K +9,381 New
IF
124
Integrity Financial
Wyoming
$265K +$109K +3,760 +73%
HCM
125
Hengehold Capital Management
Ohio
$260K -$252K -8,710 -50%

PMAY Hedge Fund Activity: Q2 2023 in Review

154 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2023, worth a combined $423M — up 43% from $297M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PMAY positions and 9 closed out — a net gain of 37 holders — while 68 added to existing stakes and 28 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $30.9M. The largest seller was Acute Investment Advisory, exiting entirely with an estimated $23.4M sold.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2023, up from 117 in Q1 2023.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF May stock for Q2 2023, up 43% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2023 and 9 closed out, a net change of +37 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2023 was AllianceBernstein, an estimated $30.9M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2023 was Acute Investment Advisory, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2023.