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Innovator US Equity Power Buffer ETF May
PMAY

Overview Fund Activity

115 hedge funds and large institutions have $294M invested in Innovator US Equity Power Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 44 reducing their positions, and 7 closing their positions.

Holders
115
Holders Change
+5
Holders Change %
+4.55%
% of All Funds
1.84%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
14
Increased
29
Reduced
44
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$26.9M
2
AIA
2
Acute Investment Advisory
Arizona
$23.4M
3
CWG
3
Crown Wealth Group
North Carolina
$18.9M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$21.1M
5
SWPG
5
Strategic Wealth Partners Group
Illinois
$4.53M

Top Sellers

1
TW
1
Transform Wealth
Colorado
$1.39M
2
IA
2
IFP Advisors
Florida
$2.85M
3
CFP
3
Cypress Financial Planning
New Jersey
$207K
4
WCG
4
Weaver Consulting Group
California
$2.12M
5
WIM
5
WealthPlan Investment Management
Nebraska
$393K
Name Market Value Shares Shares
Change 		Shares
Change %
AllianceBernstein
1
AllianceBernstein
Tennessee
$42.1M 1,460,500 -28,354 -2%
BCM
2
Brookstone Capital Management
Illinois
$26.9M 935,778 +814,960 +675%
AIA
3
Acute Investment Advisory
Arizona
$23.4M 811,895 +811,895 New
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$21.1M 733,583 +228,827 +45%
CWG
5
Crown Wealth Group
North Carolina
$18.9M 654,693 +630,847 +2,646%
PCM
6
Penserra Capital Management
California
$16.8M 581,638 +75,855 +15%
Osaic Holdings
7
Osaic Holdings
Arizona
$11.6M 404,095 -9,413 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$11.3M 391,928 +132,319 +51%
AWM
9
AE Wealth Management
Kansas
$10.7M 370,142 -17,697 -5%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$5.39M 187,165 -3,254 -2%
CAN
11
Cetera Advisor Networks
California
$5.35M 185,594 +83,474 +82%
SEP
12
Southland Equity Partners
Missouri
$4.63M 160,630 -6,333 -4%
SWPG
13
Strategic Wealth Partners Group
Illinois
$4.53M 159,203 +159,203 New
LNC
14
Lincoln National Corp
Pennsylvania
$4.44M 154,089 +1,786 +1%
ST
15
Sageworth Trust
Pennsylvania
$4.21M 146,011 +48,030 +49%
VWA
16
Visionary Wealth Advisors
Illinois
$4.15M 144,040 -175 -0.1%
ICG
17
InterOcean Capital Group
Tennessee
$3.34M 115,811 -1,330 -1%
GCP
18
Gill Capital Partners
Colorado
$3.09M 107,264 +1,344 +1%
PWMG
19
Pinnacle Wealth Management Group
Michigan
$2.9M 100,600 +28,785 +40%
IA
20
IFP Advisors
Florida
$2.85M 112,510 -141,804 -56%
Truist Financial
21
Truist Financial
North Carolina
$2.68M 93,071 -4,000 -4%
CRWM
22
Castle Rock Wealth Management
California
$2.59M 90,685 +2,500 +3%
WCG
23
Weaver Consulting Group
California
$2.12M 73,505 -53,787 -42%
MCM
24
MAI Capital Management
Ohio
$2.08M 72,144 -28,927 -29%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$2.03M 70,562 -6,115 -8%
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