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Innovator US Equity Power Buffer ETF May
PMAY

175 hedge funds and large institutions have $450M invested in Innovator US Equity Power Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

357% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 7

87% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 39

40% more capital invested

Capital invested by funds: $322M → $450M (+$127M)

14% more funds holding

Funds holding: 154 → 175 (+21)

2.06% more ownership

Funds ownership: 74.3% → 76.36% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
175
Holders Change
+21
Holders Change %
+13.64%
% of All Funds
2.53%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
32
Increased
73
Reduced
39
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$26.1M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$22.8M
3
AF
Allworth Financial
California
+$9.54M
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.71M
5
Osaic Holdings
Osaic Holdings
Arizona
+$7.1M

Top Sellers

Rank Fund Capital Flow
1
LNC
Lincoln National Corp
Pennsylvania
-$5.78M
2
Jane Street
Jane Street
New York
-$1.93M
3
MSRI
Michael S. Ryan Inc
New York
-$1.19M
4
CW
CreativeOne Wealth
Kansas
-$667K
5
Citadel Advisors
Citadel Advisors
Florida
-$534K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
126
Summit Wealth Partners
Florida
$347K -$46.6K -1,402 -12%
BBPWM
127
Blue Bell Private Wealth Management
Pennsylvania
$345K -$7.71K -232 -2%
CFP
128
Cypress Financial Planning
New Jersey
$341K +$2.23K +67 +0.7%
CWA
129
Continuum Wealth Advisors
New York
$339K +$21.6K +650 +7%
NAS
130
NWF Advisory Services
California
$338K – – –
BRWA
131
B. Riley Wealth Advisors
Florida
$337K +$16.5K +497 +5%
TWP
132
TFO Wealth Partners
Ohio
$337K – – –
SB
133
Strategic Blueprint
Georgia
$334K -$127K -3,820 -28%
IF
134
Integrity Financial
Wyoming
$311K – – –
VBFP
135
Valtinson Bruner Financial Planning
Minnesota
$299K +$16.6K +500 +6%
Citadel Advisors
136
Citadel Advisors
Florida
$297K -$534K -16,066 -65%
HCM
137
Hengehold Capital Management
Ohio
$297K – – –
PAWA
138
Palo Alto Wealth Advisors
California
$295K – – –
ML
139
McAdam LLC
Pennsylvania
$290K +$283K +8,495 New
MCM
140
Mitchell Capital Management
Kansas
$282K +$275K +8,280 New
AAS
141
Avantax Advisory Services
Texas
$280K -$14.2K -428 -5%
SAG
142
SageView Advisory Group
California
$267K +$247K +7,434 New
JFG
143
JDM Financial Group
Texas
$266K +$259K +7,790 New
MA
144
Mutual Advisors
Nebraska
$263K – – –
DWM
145
Drive Wealth Management
Utah
$262K +$255K +7,673 New
OWA
146
Outlook Wealth Advisors
Texas
$259K -$73.5K -2,211 -9%
KFP
147
KMG Fiduciary Partners
Ohio
$227K +$532 +16 +0.2%
JCM
148
Jacobi Capital Management
Pennsylvania
$223K +$218K +6,549 New
AF
149
Advisornet Financial
Minnesota
$219K +$2.53K +76 +1%
AWA
150
Arete Wealth Advisors
Illinois
$216K +$210K +6,318 New
4 5
6
7 8

PMAY Hedge Fund Activity: Q2 2024 in Review

175 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2024, worth a combined $450M — up 40% from $322M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PMAY positions and 7 closed out — a net gain of 25 holders — while 73 added to existing stakes and 39 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $26.1M. The largest seller was Lincoln National Corp, exiting entirely with an estimated $5.78M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2024, up from 154 in Q1 2024.
  • Funds reported $450M of Innovator US Equity Power Buffer ETF May stock for Q2 2024, up 40% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2024 and 7 closed out, a net change of +25 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2024 was Brookstone Capital Management, an estimated $26.1M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2024 was Lincoln National Corp, an estimated $5.78M sold.

Based on aggregated 13F filings for Q2 2024.