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Innovator US Equity Power Buffer ETF May

32 hedge funds and large institutions have $42.5M invested in Innovator US Equity Power Buffer ETF May in 2021 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

18.63% more ownership

Funds ownership: 56.95%75.58% (+19%)

12% more capital invested

Capital invested by funds: $38M → $42.5M (+$4.54M)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

3% less funds holding

Funds holding: 3332 (-1)

58% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 12

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.56%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
5
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1
Hoover Financial Advisors
Pennsylvania
$9.63M +$9.57M +334,249 New
KCM
2
Karp Capital Management
California
$5.41M -$43.1K -1,505 -0.8%
IA
3
IFP Advisors
Florida
$4.77M +$16.6K +579 +0.4%
PCM
4
Penserra Capital Management
California
$4.31M +$1.38M +48,230 +48%
ACM
5
Arlington Capital Management
Illinois
$4.07M +$4.04M +141,020 New
HighTower Advisors
6
HighTower Advisors
Illinois
$2.3M
HI
7
Harbour Investments
Wisconsin
$1.39M +$1.38M +48,242 New
OMC
8
Old Mission Capital
Illinois
$1.25M +$376K +13,150 +44%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.12M -$1.52M -53,055 -58%
KCM
10
Kathmere Capital Management
Pennsylvania
$1.08M
ICG
11
InterOcean Capital Group
Tennessee
$939K
AWM
12
AE Wealth Management
Kansas
$855K -$213K -7,445 -20%
Citadel Advisors
13
Citadel Advisors
Florida
$763K -$3.84M -134,243 -84%
DFA
14
DHJJ Financial Advisors
Illinois
$477K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$445K -$8.59K -300 -2%
NFG
16
Next Financial Group
Texas
$385K -$6.33K -221 -2%
CRWM
17
Castle Rock Wealth Management
California
$347K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$342K -$1.92M -67,259 -85%
LPL Financial
19
LPL Financial
California
$331K -$224K -7,832 -41%
BA
20
Bellwether Advisors
Nebraska
$329K +$228K +7,976 +231%
SIA
21
Soltis Investment Advisors
Utah
$309K -$19.1K -669 -6%
BWM
22
BCGM Wealth Management
Indiana
$299K
TWP
23
TFO Wealth Partners
Ohio
$285K
KAS
24
Kestra Advisory Services
Texas
$231K -$3.64M -127,026 -94%
AWM
25
AllSquare Wealth Management
New York
$218K

PMAY Hedge Fund Activity: Q1 2021 in Review

32 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q1 2021, worth a combined $42.5M — up 12% from $38M a quarter earlier.

Fund positioning in PMAY was balanced in Q1 2021: 5 funds opened new positions, 5 closed out, 5 added to existing stakes and 12 trimmed.

The largest buyer was Hoover Financial Advisors, opening a new position worth an estimated $9.57M. The largest seller was Citadel Advisors, cutting an estimated $3.84M.

  • 32 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q1 2021, down from 33 in Q4 2020.
  • Funds reported $42.5M of Innovator US Equity Power Buffer ETF May stock for Q1 2021, up 12% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF May positions in Q1 2021 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q1 2021 was Hoover Financial Advisors, an estimated $9.57M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q1 2021 was Citadel Advisors, an estimated $3.84M sold.

Based on aggregated 13F filings for Q1 2021.