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Innovator US Equity Power Buffer ETF May

183 hedge funds and large institutions have $406M invested in Innovator US Equity Power Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 12 increasing their positions, 82 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

257% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 7

10% more funds holding

Funds holding: 167183 (+16)

0.86% more ownership

Funds ownership: 75.89%76.75% (+0.86%)

3% less capital invested

Capital invested by funds: $420M → $406M (-$14.2M)

85% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 82

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
183
Holders Change
+16
Holders Change %
+9.58%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
25
Increased
12
Reduced
82
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
101
Bedel Financial Consulting
Indiana
$528K
VPF
102
Vantage Point Financial
Illinois
$515K +$511K +14,347 New
W
103
WorthPointe
California
$508K -$499 -14 -0.1%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$484K -$280K -7,869 -37%
MAM
105
Milestone Asset Management
Pennsylvania
$472K
DI
106
Diligent Investors
California
$467K
CAL
107
Capital Analysts LLC
Pennsylvania
$448K -$4.46M -125,113 -91%
S
108
SignatureFD
Georgia
$447K
CWG
109
Cornerstone Wealth Group
North Carolina
$446K
OCM
110
Orion Capital Management
California
$438K -$121K -3,395 -22%
TF
111
Trek Financial
Arizona
$438K -$6.42K -180 -1%
CWG
112
Crown Wealth Group
North Carolina
$419K
PIAS
113
PCA Investment Advisory Services
Ohio
$414K
SWM
114
Spire Wealth Management
Virginia
$406K -$71 -2 -0%
RPGK
115
Retirement Planning Group (Kansas)
Kansas
$405K -$184K -5,175 -31%
FA
116
FSA Advisors
Michigan
$400K -$23.6K -663 -6%
SPC
117
Sigma Planning Corp
Michigan
$382K -$212K -5,957 -36%
WIM
118
WealthPlan Investment Management
Nebraska
$372K
FFG
119
Fiduciary Financial Group
California
$368K
ASN
120
Advisory Services Network
Georgia
$365K -$9.59K -269 -3%
CFD
121
Creative Financial Designs
Indiana
$363K -$74.8K -2,100 -17%
BBPWM
122
Blue Bell Private Wealth Management
Pennsylvania
$359K -$1.32K -37 -0.4%
CWA
123
Continuum Wealth Advisors
New York
$357K
NA
124
NewEdge Advisors
Louisiana
$357K
BRWA
125
B. Riley Wealth Advisors
Florida
$355K

PMAY Hedge Fund Activity: Q4 2024 in Review

183 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2024, worth a combined $406M — down 3.4% from $420M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PMAY positions and 7 closed out — a net gain of 18 holders — while 12 added to existing stakes and 82 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.99M. The largest seller was Allworth Financial, cutting an estimated $22.5M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2024, up from 167 in Q3 2024.
  • Funds reported $406M of Innovator US Equity Power Buffer ETF May stock for Q4 2024, down 3.4% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2024 and 7 closed out, a net change of +18 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2024 was Penserra Capital Management, an estimated $5.99M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q4 2024 was Allworth Financial, an estimated $22.5M sold.

Based on aggregated 13F filings for Q4 2024.