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 %
CHC
151
City Holding Co
West Virginia
$55.6K -$3.52K -100 -6%
BWM
152
BigSur Wealth Management
Florida
$52.9K
OC
153
Oarsman Capital
Wisconsin
$49.3K +$49.3K +1,400 New
CB
154
CNB Bank
Pennsylvania
$36.9K
CIAS
155
Capital Investment Advisory Services
North Carolina
$36.5K
HBW
156
Hazlett, Burt & Watson
West Virginia
$34K
UBS Group
157
UBS Group
Switzerland
$32.6K -$137K -3,882 -81%
ACM
158
Anfield Capital Management
California
$12.3K
MIM
159
Macroview Investment Management
Maryland
$10.7K
Kovitz Investment Group Partners
160
Kovitz Investment Group Partners
Illinois
$8.55K -$684 -19,419 -7%
Barclays
161
Barclays
United Kingdom
$8K +$8K +231 New
RIL
162
Rothschild Investment LLC
Illinois
$7.05K
Morgan Stanley
163
Morgan Stanley
New York
$6.13K +$6.13K +174 New
LFG
164
Larson Financial Group
Missouri
$35 -$6.13K -175 -99%
PWA
165
Pillar Wealth Advisors
Pennsylvania
-$1.61M -47,305 Closed
RGF
166
Retirement Guys Formula
Ohio
-$781K -22,884 Closed
LSPW
167
Lake Street Private Wealth
Illinois
-$627K -18,388 Closed
HWM
168
HB Wealth Management
Georgia
-$518K -15,176 Closed
SOS
169
Silver Oak Securities
Tennessee
-$360K -10,542 Closed
CWS
170
Cypress Wealth Services
California
-$354K -10,376 Closed
TWP
171
TFO Wealth Partners
Ohio
-$337K -9,873 Closed
PAWA
172
Palo Alto Wealth Advisors
California
-$295K -8,660 Closed
SAG
173
SageView Advisory Group
California
-$267K -7,434 Closed
TW
174
Transform Wealth
Colorado
-$208K -6,110 Closed
GS
175
GTS Securities
New York
-$203K -5,939 Closed