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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
CFS
151
CRA Financial Services
New Jersey
$220K – – –
MWS
152
Maxwell Wealth Strategies
California
$220K – – –
KFP
153
KMG Fiduciary Partners
Ohio
$219K – – –
MCM
154
Mitchell Capital Management
Kansas
$208K – – –
CPCM
155
Cardinal Point Capital Management
Ontario, Canada
$201K +$200K +5,600 New
CFGS
156
Concourse Financial Group Securities
Alabama
$173K – – –
PS
157
Principal Securities
Iowa
$135K – – –
PTC
158
Private Trust Company
Ohio
$123K – – –
CA
159
Continuum Advisory
Idaho
$100K -$4.49K -126 -4%
SWM
160
Sugarloaf Wealth Management
Georgia
$97K – – –
FNWA
161
Financial Network Wealth Advisors
Utah
$85.1K -$221K -6,211 -72%
SMAM
162
Sugar Maple Asset Management
Wisconsin
$78.8K +$78.2K +2,195 New
Comerica Bank
163
Comerica Bank
Texas
$71.8K – – –
WWMSC
164
Wagner Wealth Management (South Carolina)
South Carolina
$64.6K – – –
SFGP
165
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$58K +$57.6K +1,616 New
CHC
166
City Holding Co
West Virginia
$56.6K – – –
BWM
167
BigSur Wealth Management
Florida
$53.9K – – –
OC
168
Oarsman Capital
Wisconsin
$50.3K – – –
BWM
169
Bernard Wealth Management
Michigan
$43.7K +$43.4K +1,217 New
UBS Group
170
UBS Group
Switzerland
$39K +$5.74K +161 +17%
CIAS
171
Capital Investment Advisory Services
North Carolina
$37.2K – – –
HBW
172
Hazlett, Burt & Watson
West Virginia
$34K – – –
ACM
173
Anfield Capital Management
California
$12.6K – – –
Barclays
174
Barclays
United Kingdom
$10.8K +$2.46K +69 +30%
FFA
175
Farther Finance Advisors
California
$10.2K +$10.2K +285 New
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.