Innovator US Equity Power Buffer ETF May
PMAY
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.
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: 3 → 5 (+2)
43% more capital invested
Capital invested by funds: $297M → $423M (+$126M)
32% more funds holding
Funds holding: 117 → 154 (+37)
0.4% less ownership
Funds ownership: 73.6% → 73.2% (-0.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$30.9M |
| 2 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$12.4M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$8.94M |
| 4 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$6.99M |
| 5 |
WMA
West Michigan Advisors
Holland,
Michigan
|
+$6.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$23.4M |
| 2 |
CWG
Crown Wealth Group
Charlotte,
North Carolina
|
-$18.1M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$15.9M |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$2.38M |
| 5 |
ST
Sageworth Trust
Lancaster,
Pennsylvania
|
-$1.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $30.6K | +$29.7K | +1,025 | New |
|
|
AF
152
Allworth Financial
Folsom,
California
| $29K | -$6.22K | -215 | -18% |
|
|
LFG
153
Larson Financial Group
St Louis,
Missouri
| $17.8K | +$607 | +21 | +4% |
|
|
HBW
154
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $17K | +$16.3K | +565 | New |
|
|
AIA
155
Acute Investment Advisory
Mesa,
Arizona
| – | -$23.4M | -811,895 | Closed |
|
|
PWM
156
Palumbo Wealth Management
Great Neck,
New York
| – | -$1.24M | -43,150 | Closed |
|
157
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.2M | -41,756 | Closed |
|
|
AFP
158
Ausdal Financial Partners
Davenport,
Iowa
| – | -$347K | -12,038 | Closed |
|
|
PCS
159
Personal CFO Solutions
Chester,
New Jersey
| – | -$294K | -10,218 | Closed |
|
160
UBS Group
Zurich,
Switzerland
| – | -$89K | -3,087 | Closed |
|
|
ASN
161
Advisory Services Network
Atlanta,
Georgia
| – | -$43.3K | -1,501 | Closed |
|
|
AAS
162
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$20.8K | -720 | Closed |
|
163
JP Morgan Chase
New York
| – | -$1K | -22 | Closed |
|
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.