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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
VBFP
126
Valtinson Bruner Financial Planning
Minnesota
$247K
NAS
127
NWF Advisory Services
California
$245K
PAG
128
Private Advisory Group
Washington
$244K -$48K -1,661 -17%
CWA
129
Continuum Wealth Advisors
New York
$239K
IFG
130
Independent Financial Group
California
$234K +$227K +7,838 New
SHIM
131
Stone House Investment Management
Pennsylvania
$234K +$226K +7,826 New
MA
132
Mutual Advisors
Nebraska
$232K +$225K +7,782 New
AF
133
Advisornet Financial
Minnesota
$227K +$185K +6,409 +534%
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$222K -$92.2K -3,188 -30%
SCA
135
Snowden Capital Advisors
New York
$213K +$206K +7,127 New
USCWA
136
U.S. Capital Wealth Advisors
Texas
$211K +$204K +7,060 New
AWAG
137
ARS Wealth Advisors Group
Florida
$208K +$202K +6,980 New
CWG
138
Cornerstone Wealth Group
North Carolina
$204K +$198K +6,844 New
PIAS
139
PCA Investment Advisory Services
Ohio
$193K +$187K +6,477 New
CP
140
Castleview Partners
Texas
$163K
PP
141
PFS Partners
New Jersey
$148K +$9.89K +342 +7%
CFGS
142
Concourse Financial Group Securities
Alabama
$142K +$137K +4,750 New
CSPIA
143
Cary Street Partners Investment Advisory
Virginia
$134K +$130K +4,500 New
SCA
144
Stuart Chaussee & Associates
California
$116K +$113K +3,900 New
FA
145
Fiduciary Alliance
South Carolina
$113K +$110K +3,799 New
CHC
146
City Holding Co
West Virginia
$104K -$231K -7,970 -69%
WIM
147
WealthPlan Investment Management
Nebraska
$88.3K -$309K -10,671 -78%
SWM
148
Sugarloaf Wealth Management
Georgia
$80.6K +$78.1K +2,700 New
DI
149
Disciplined Investments
Oklahoma
$45.5K +$44.1K +1,523 New
CIAS
150
Capital Investment Advisory Services
North Carolina
$30.9K +$1.04K +36 +4%

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.