Innovator US Equity Power Buffer ETF May
PMAY
76 hedge funds and large institutions have $143M invested in Innovator US Equity Power Buffer ETF May in 2021 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 7 increasing their positions, 31 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more capital invested
Capital invested by funds: $133M → $143M (+$10.5M)
7% more funds holding
Funds holding: 71 → 76 (+5)
6.91% more ownership
Funds ownership: 55.93% → 62.84% (+6.9%)
77% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$8.58M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$1.67M |
| 3 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.28M |
| 4 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$1.03M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$2.81M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$2.6M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.16M |
| 4 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$587K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$525K |
PMAY Hedge Fund Activity: Q4 2021 in Review
76 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2021, worth a combined $143M — up 7.9% from $133M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PMAY positions and 5 closed out — a net gain of 5 holders — while 7 added to existing stakes and 31 trimmed.
The largest buyer was Soltis Investment Advisors, adding an estimated $8.58M. The largest seller was WealthPLAN Partners, cutting an estimated $2.81M.
- 76 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2021, up from 71 in Q3 2021.
- Funds reported $143M of Innovator US Equity Power Buffer ETF May stock for Q4 2021, up 7.9% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2021 and 5 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2021 was Soltis Investment Advisors, an estimated $8.58M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q4 2021 was WealthPLAN Partners, an estimated $2.81M sold.
Based on aggregated 13F filings for Q4 2021.