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Innovator US Equity Power Buffer ETF May
PMAY

154 hedge funds and large institutions have $322M invested in Innovator US Equity Power Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 76 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.08% more ownership

Funds ownership: 72.22% → 74.3% (+2.1%)

4% less funds holding

Funds holding: 161 → 154 (-7)

6% less capital invested

Capital invested by funds: $343M → $322M (-$21.2M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

44% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 16

75% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 76

Holders
154
Holders Change
-7
Holders Change %
-4.35%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
9
Increased
19
Reduced
76
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$7.14M
2
PCM
Penserra Capital Management
California
+$2.55M
3
KAS
Kestra Advisory Services
Texas
+$1.29M
4
LPL Financial
LPL Financial
California
+$1.2M
5
CW
CreativeOne Wealth
Kansas
+$822K

Top Sellers

Rank Fund Capital Flow
1
GCP
Gill Capital Partners
Colorado
-$5.1M
2
DIM
Delta Investment Management
California
-$4.27M
3
CAN
Cetera Advisor Networks
California
-$2.76M
4
BA
Bellwether Advisors
Nebraska
-$2.72M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIS
101
Retirement Income Solutions
Michigan
$430K – – –
BWM
102
BCS Wealth Management
Tennessee
$415K -$999K -31,193 -71%
S
103
SignatureFD
Georgia
$405K – – –
FA
104
FSA Advisors
Michigan
$400K -$5.12K -160 -1%
CFD
105
Creative Financial Designs
Indiana
$397K – – –
CWG
106
Cornerstone Wealth Group
North Carolina
$396K +$172K +5,358 +78%
FNWA
107
Financial Network Wealth Advisors
Utah
$391K -$33.1K -1,035 -8%
EWM
108
Evermay Wealth Management
Virginia
$384K – – –
DI
109
Diligent Investors
California
$382K -$9.61K -300 -2%
SWP
110
Summit Wealth Partners
Florida
$376K -$59.3K -1,851 -14%
WIM
111
WealthPlan Investment Management
Nebraska
$360K -$18.4K -575 -5%
HF
112
HRT Financial
New York
$353K +$348K +10,881 New
BBPWM
113
Blue Bell Private Wealth Management
Pennsylvania
$336K -$9.77K -305 -3%
CFP
114
Cypress Financial Planning
New Jersey
$323K +$71.8K +2,243 +29%
NAS
115
NWF Advisory Services
California
$321K +$35.2K +1,100 +13%
TWP
116
TFO Wealth Partners
Ohio
$321K – – –
SOS
117
Silver Oak Securities
Tennessee
$316K – – –
AWS
118
Atria Wealth Solutions
New York
$308K – – –
CWA
119
Continuum Wealth Advisors
New York
$302K +$41.6K +1,300 +16%
IF
120
Integrity Financial
Wyoming
$296K +$1.89K +59 +0.7%
CBFP
121
Cedar Brook Financial Partners
Ohio
$291K – – –
CWS
122
Cypress Wealth Services
California
$289K -$55.5K -1,733 -16%
HCM
123
Hengehold Capital Management
Ohio
$282K – – –
PAWA
124
Palo Alto Wealth Advisors
California
$281K – – –
AAS
125
Avantax Advisory Services
Texas
$281K -$61.8K -1,930 -18%
3 4
5
6 7

PMAY Hedge Fund Activity: Q1 2024 in Review

154 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2024, worth a combined $322M — down 6.2% from $343M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PMAY and 9 opened new positions — a net loss of 7 holders — while 76 trimmed existing stakes and 19 added.

The largest buyer was Cetera Investment Advisers, adding an estimated $7.14M. The largest seller was Gill Capital Partners, cutting an estimated $5.1M.

  • 154 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2024, down from 161 in Q4 2023.
  • Funds reported $322M of Innovator US Equity Power Buffer ETF May stock for Q1 2024, down 6.2% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2024 and 16 closed out, a net change of -7 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2024 was Cetera Investment Advisers, an estimated $7.14M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q1 2024 was Gill Capital Partners, an estimated $5.1M sold.

Based on aggregated 13F filings for Q1 2024.