We are live on ! Find out more
PMAY icon

Innovator US Equity Power Buffer ETF May

107 hedge funds and large institutions have $280M invested in Innovator US Equity Power Buffer ETF May in 2022 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 45 increasing their positions, 8 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

463% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 8

291% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 11

120% more capital invested

Capital invested by funds: $127M → $280M (+$153M)

37% more funds holding

Funds holding: 78107 (+29)

2.64% more ownership

Funds ownership: 66.83%69.46% (+2.6%)

Holders
107
Holders Change
+29
Holders Change %
+37.18%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
43
Increased
45
Reduced
8
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
W
1
Wealthquest
Ohio
$50.1M +$52.7M +1,834,970 New
AllianceBernstein
2
AllianceBernstein
Tennessee
$41.7M +$24.4M +847,992 +125%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$11.5M +$8.92M +310,359 +282%
Osaic Holdings
4
Osaic Holdings
Arizona
$11.3M +$6.13M +213,183 +106%
PCM
5
Penserra Capital Management
California
$9.34M +$2.09M +72,732 +27%
ST
6
Sageworth Trust
Pennsylvania
$8.74M +$8.68M +302,053 +1,692%
GI
7
Gradient Investments
Minnesota
$8.3M +$8.74M +304,006 New
TW
8
Transform Wealth
Colorado
$7.46M +$7.86M +273,340 New
IA
9
IFP Advisors
Florida
$6.79M
HighTower Advisors
10
HighTower Advisors
Illinois
$6.65M +$2.2M +76,407 +46%
AWM
11
AE Wealth Management
Kansas
$5.38M +$3.71M +128,894 +190%
BCM
12
Brookstone Capital Management
Illinois
$5.2M +$5.36M +186,397 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.14M +$5.05M +175,617 +1,396%
SEP
14
Southland Equity Partners
Missouri
$4.56M +$4.33M +150,795 +933%
KCM
15
Karp Capital Management
California
$4.48M -$95.6K -3,326 -2%
AIA
16
Acute Investment Advisory
Arizona
$4.47M +$4.71M +163,779 New
MCM
17
MAI Capital Management
Ohio
$4.43M +$4.66M +162,058 New
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$4.2M +$1.05M +36,523 +32%
VWA
19
Visionary Wealth Advisors
Illinois
$4.03M +$4.24M +147,546 New
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$4.01M +$4.22M +146,925 New
LNC
21
Lincoln National Corp
Pennsylvania
$3.37M +$2.46M +85,621 +227%
ICG
22
InterOcean Capital Group
Tennessee
$3M +$838K +29,161 +36%
CAN
23
Cetera Advisor Networks
California
$2.65M +$2.18M +75,811 +358%
GCP
24
Gill Capital Partners
Colorado
$2.64M
Truist Financial
25
Truist Financial
North Carolina
$2.52M +$1.51M +52,388 +132%

PMAY Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q2 2022, worth a combined $280M — up 120% from $127M a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new PMAY positions and 11 closed out — a net gain of 32 holders — while 45 added to existing stakes and 8 trimmed.

The largest buyer was Wealthquest, opening a new position worth an estimated $52.7M. The largest seller was Tradition Wealth Management, exiting entirely with an estimated $7.3M sold.

  • 107 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q2 2022, up from 78 in Q1 2022.
  • Funds reported $280M of Innovator US Equity Power Buffer ETF May stock for Q2 2022, up 120% quarter-over-quarter.
  • 43 funds opened new Innovator US Equity Power Buffer ETF May positions in Q2 2022 and 11 closed out, a net change of +32 holders.
  • The largest Innovator US Equity Power Buffer ETF May buyer in Q2 2022 was Wealthquest, an estimated $52.7M added.
  • The largest Innovator US Equity Power Buffer ETF May seller in Q2 2022 was Tradition Wealth Management, an estimated $7.3M sold.

Based on aggregated 13F filings for Q2 2022.