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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

152 hedge funds and large institutions have $319M invested in Innovator US Equity Power Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.2%
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
18
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$9.68M
2
PCM
2
Penserra Capital Management
California
$33.7M
3
KAS
3
Kestra Advisory Services
Texas
$3.13M
4
LPL Financial
4
LPL Financial
California
$3.07M
5
CW
5
CreativeOne Wealth
Kansas
$1.08M

Top Sellers

1
GCP
1
Gill Capital Partners
Colorado
$1.91M
2
DIM
2
Delta Investment Management
California
$0
3
CAN
3
Cetera Advisor Networks
California
$6.36M
4
BA
4
Bellwether Advisors
Nebraska
$748K
5
Wealth Enhancement Advisory Services
5
Wealth Enhancement Advisory Services
Minnesota
$4.18M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
101
BCS Wealth Management
Tennessee
$415K 12,773 -31,193 -71%
S
102
SignatureFD
Georgia
$405K 12,461 – –
FA
103
FSA Advisors
Michigan
$400K 12,334 -160 -1%
CFD
104
Creative Financial Designs
Indiana
$397K 12,212 – –
CWG
105
Cornerstone Wealth Group
North Carolina
$396K 12,202 +5,358 +78%
FNWA
106
Financial Network Wealth Advisors
Utah
$391K 12,053 -1,035 -8%
EWM
107
Evermay Wealth Management
Virginia
$384K 11,823 – –
DI
108
Diligent Investors
California
$382K 11,758 -300 -2%
SWP
109
Summit Wealth Partners
Florida
$376K 11,586 -1,851 -14%
WIM
110
WealthPlan Investment Management
Nebraska
$360K 11,102 -575 -5%
HF
111
HRT Financial
New York
$353K 10,881 +10,881 New
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$336K 10,348 -305 -3%
CFP
113
Cypress Financial Planning
New Jersey
$323K 9,944 +2,243 +29%
TWP
114
TFO Wealth Partners
Ohio
$321K 9,873 – –
SOS
115
Silver Oak Securities
Tennessee
$316K 9,735 – –
AWS
116
Atria Wealth Solutions
New York
$308K 9,489 – –
CWA
117
Continuum Wealth Advisors
New York
$302K 9,294 +1,300 +16%
IF
118
Integrity Financial
Wyoming
$296K 9,107 +59 +0.7%
CBFP
119
Cedar Brook Financial Partners
Ohio
$291K 8,952 – –
CWS
120
Cypress Wealth Services
California
$289K 8,887 -1,733 -16%
HCM
121
Hengehold Capital Management
Ohio
$282K 8,700 – –
PAWA
122
Palo Alto Wealth Advisors
California
$281K 8,660 – –
AAS
123
Avantax Advisory Services
Texas
$281K 8,644 -1,930 -18%
BWM
124
BCGM Wealth Management
Indiana
$280K 8,619 – –
BRWA
125
B. Riley Wealth Advisors
Florida
$277K 9,381 +2,645 +39%
3 4
5
6 7