PMAY icon

Innovator US Equity Power Buffer ETF May

151 hedge funds and large institutions have $420M invested in Innovator US Equity Power Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 67 increasing their positions, 28 reducing their positions, and 9 closing their positions.

Holders
151
Holders Change
+36
Holders Change %
+31.3%
% of All Funds
2.38%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
45
Increased
67
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
W
101
WorthPointe
California
$411K +$104K +3,497 +34%
AAP
102
Arax Advisory Partners
Colorado
$409K -$1.08K -36 -0.3%
SB
103
Strategic Blueprint
Georgia
$399K +$78.7K +2,637 +25%
RIS
104
Retirement Income Solutions
Michigan
$395K
CCM
105
Coldstream Capital Management
Washington
$390K +$62.8K +2,103 +19%
Royal Bank of Canada
106
Royal Bank of Canada
Ontario, Canada
$390K +$390K +13,056 New
S
107
SignatureFD
Georgia
$372K
CFD
108
Creative Financial Designs
Indiana
$369K +$11.9K +400 +3%
SWA
109
Sutton Wealth Advisors
Florida
$367K +$4.96K +166 +1%
DI
110
Diligent Investors
California
$366K +$366K +12,258 New
EWM
111
Evermay Wealth Management
Virginia
$353K +$353K +11,823 New
TI
112
tru Independence
Oregon
$353K +$29.5K +987 +9%
TW
113
Transform Wealth
Colorado
$347K -$1.09M -36,522 -76%
CBFP
114
Cedar Brook Financial Partners
Ohio
$319K +$319K +10,697 New
CWS
115
Cypress Wealth Services
California
$319K +$52.1K +1,733 +20%
CFP
116
Cypress Financial Planning
New Jersey
$310K +$96K +3,218 +45%
SOS
117
Silver Oak Securities
Tennessee
$300K +$300K +10,035 New
PAWA
118
Palo Alto Wealth Advisors
California
$299K
TWP
119
TFO Wealth Partners
Ohio
$295K
FANJ
120
Financial Architects (New Jersey)
New Jersey
$288K +$288K +9,653 New
BBPWM
121
Blue Bell Private Wealth Management
Pennsylvania
$282K +$149K +4,982 +112%
BRWA
122
B. Riley Wealth Advisors
Florida
$280K +$280K +9,381 New
IF
123
Integrity Financial
Wyoming
$265K +$112K +3,760 +73%
HCM
124
Hengehold Capital Management
Ohio
$260K -$260K -8,710 -50%
VBFP
125
Valtinson Bruner Financial Planning
Minnesota
$247K