Innovator US Equity Power Buffer ETF May
PMAY
111 hedge funds and large institutions have $238M invested in Innovator US Equity Power Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 12 closing their positions.
83% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 12
6% more funds holding
Funds holding: 105 → 111 (+6)
0.59% less ownership
Funds ownership: 68.46% → 67.87% (-0.59%)
11% less capital invested
Capital invested by funds: $267M → $238M (-$28.8M)
57% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 42
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$12.5M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$9.84M |
| 3 |
WCG
Weaver Consulting Group
Huntington Beach,
California
|
+$3.56M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.83M |
| 5 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
-$49.4M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$11.5M |
| 3 |
AIA
Acute Investment Advisory
Mesa,
Arizona
|
-$4.81M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.07M |
| 5 |
MIM
Macroview Investment Management
Bethesda,
Maryland
|
-$1.8M |
PMAY Hedge Fund Activity: Q4 2022 in Review
111 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF May (PMAY) for Q4 2022, worth a combined $238M — down 11% from $267M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new PMAY positions and 12 closed out — a net gain of 10 holders — while 18 added to existing stakes and 42 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $12.5M. The largest seller was Wealthquest, cutting an estimated $49.4M.
- 111 institutional investors held Innovator US Equity Power Buffer ETF May (PMAY) as of Q4 2022, up from 105 in Q3 2022.
- Funds reported $238M of Innovator US Equity Power Buffer ETF May stock for Q4 2022, down 11% quarter-over-quarter.
- 22 funds opened new Innovator US Equity Power Buffer ETF May positions in Q4 2022 and 12 closed out, a net change of +10 holders.
- The largest Innovator US Equity Power Buffer ETF May buyer in Q4 2022 was Transform Wealth, an estimated $12.5M added.
- The largest Innovator US Equity Power Buffer ETF May seller in Q4 2022 was Wealthquest, an estimated $49.4M sold.
Based on aggregated 13F filings for Q4 2022.