PMAY icon

Innovator US Equity Power Buffer ETF May

164 hedge funds and large institutions have $417M invested in Innovator US Equity Power Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 81 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
164
Holders Change
-9
Holders Change %
-5.2%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
20
Reduced
81
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
FNWA
126
Financial Network Wealth Advisors
Utah
$302K -$122K -3,471 -29%
ML
127
McAdam LLC
Pennsylvania
$299K
SWP
128
Summit Wealth Partners
Florida
$299K -$60.3K -1,710 -17%
RIS
129
Retirement Income Solutions
Michigan
$276K -$169K -4,807 -38%
CFP
130
Cypress Financial Planning
New Jersey
$275K -$77.7K -2,206 -22%
DWM
131
Drive Wealth Management
Utah
$270K
AAS
132
Avantax Advisory Services
Texas
$267K -$22.1K -627 -8%
MA
133
Mutual Advisors
Nebraska
$263K -$8.7K -246 -3%
KWS
134
Keystone Wealth Services
California
$258K -$379K -10,755 -59%
CCM
135
Coldstream Capital Management
Washington
$258K -$2.37M -67,155 -90%
SB
136
Strategic Blueprint
Georgia
$256K -$89.4K -2,538 -26%
AF
137
Advisornet Financial
Minnesota
$226K
AWA
138
Arete Wealth Advisors
Illinois
$222K
JFG
139
JDM Financial Group
Texas
$222K -$52.9K -1,500 -19%
MWS
140
Maxwell Wealth Strategies
California
$217K
CFS
141
CRA Financial Services
New Jersey
$216K
KFP
142
KMG Fiduciary Partners
Ohio
$215K -$20.1K -570 -9%
MCM
143
Mitchell Capital Management
Kansas
$204K -$87.4K -2,480 -30%
CFGS
144
Concourse Financial Group Securities
Alabama
$167K
PS
145
Principal Securities
Iowa
$133K
PTC
146
Private Trust Company
Ohio
$121K
CA
147
Continuum Advisory
Idaho
$104K
SWM
148
Sugarloaf Wealth Management
Georgia
$95.2K
Comerica Bank
149
Comerica Bank
Texas
$70.5K
WWM
150
Wagner Wealth Management
South Carolina
$63.4K