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Innovator US Equity Power Buffer ETF May
PMAY

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: 167 → 183 (+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: 1 → 0 (-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
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$5.99M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$552K
3
TSS
Two Sigma Securities
New York
+$342K
4
HF
HRT Financial
New York
+$334K
5
NFG
Nations Financial Group
Iowa
+$266K

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$22.5M
2
CAL
Capital Analysts LLC
Pennsylvania
-$4.46M
3
BCM
Brookstone Capital Management
Illinois
-$2.38M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.2M
5
OMC
Old Mission Capital
Illinois
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCWM
126
Red Crane Wealth Management
California
$348K +$345K +9,687 New
CP
127
Castleview Partners
Texas
$345K -$92.4K -2,593 -21%
TSS
128
Two Sigma Securities
New York
$345K +$342K +9,600 New
FIA
129
Foundations Investment Advisors
Arizona
$339K +$1.92K +54 +0.6%
HF
130
HRT Financial
New York
$336K +$334K +9,363 New
IF
131
Integrity Financial
Wyoming
$327K – – –
VBFP
132
Valtinson Bruner Financial Planning
Minnesota
$315K – – –
HCM
133
Hengehold Capital Management
Ohio
$312K – – –
SF
134
Seros Financial
Arizona
$310K +$324K +9,082 New
AWS
135
Atria Wealth Solutions
New York
$306K -$296K -8,307 -49%
SEIA
136
Signature Estate & Investment Advisors
California
$306K -$228K -6,406 -43%
ML
137
McAdam LLC
Pennsylvania
$305K – – –
RIS
138
Retirement Income Solutions
Michigan
$281K – – –
DWM
139
Drive Wealth Management
Utah
$276K – – –
CFP
140
Cypress Financial Planning
New Jersey
$270K -$10.3K -288 -4%
NFG
141
Nations Financial Group
Iowa
$268K +$266K +7,465 New
CCM
142
Coldstream Capital Management
Washington
$263K – – –
IFG
143
Independent Financial Group
California
$258K +$47.8K +1,340 +23%
Citadel Advisors
144
Citadel Advisors
Florida
$252K -$215K -6,039 -46%
SB
145
Strategic Blueprint
Georgia
$241K -$19.1K -535 -7%
KWS
146
Keystone Wealth Services
California
$228K -$34.7K -975 -13%
AF
147
Advisornet Financial
Minnesota
$228K -$2.71K -76 -1%
AWA
148
Arete Wealth Advisors
Illinois
$227K – – –
JFG
149
JDM Financial Group
Texas
$226K – – –
AAS
150
Avantax Advisory Services
Texas
$222K -$50.2K -1,408 -19%
4 5
6
7 8

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.