UMAY icon

Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

46 hedge funds and large institutions have $35.2M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
15
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SWM
1
Spire Wealth Management
Virginia
$1.76M
2
CVA
2
Central Valley Advisors
California
$1.93M
3
OMC
3
Old Mission Capital
Illinois
$1.34M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$559K
5
KAS
5
Kestra Advisory Services
Texas
$2.52M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
GS
2
GTS Securities
New York
$0
3
W
3
WorthPointe
California
$0
4
OWA
4
Outlook Wealth Advisors
Texas
$0
5
BFC
5
Bedel Financial Consulting
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
26
IMG Wealth Management
Florida
$337K -$22.4K -643 -6%
SPIA
27
Steward Partners Investment Advisory
New York
$320K – – –
OCFG
28
O'Connor Financial Group
Illinois
$306K +$306K +8,736 New
SB
29
Strategic Blueprint
Georgia
$304K -$63.5K -1,828 -17%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$267K +$3.38K +97 +1%
RWM
31
Riverchase Wealth Management
Texas
$259K +$259K +7,463 New
AFGAS
32
Allegiance Financial Group Advisory Services
Virginia
$256K – – –
FPAS
33
Focus Partners Advisor Solutions
Missouri
$256K +$256K +7,355 New
AWA
34
Arete Wealth Advisors
Illinois
$255K -$66.3K -1,908 -21%
RGF
35
Retirement Guys Formula
Ohio
$255K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$230K – – –
CIAS
37
Capital Investment Advisory Services
North Carolina
$123K – – –
JPMorgan Chase & Co
38
JPMorgan Chase & Co
New York
$63K -$22.1K -635 -26%
CA
39
CoreCap Advisors
Michigan
$34.6K -$116K -3,351 -77%
AAS
40
Ameritas Advisory Services
Nebraska
$25.3K +$25.3K +727 New
IA
41
IFP Advisors
Florida
$17.4K -$4.8K -138 -22%
WP
42
WealthShield Partners
North Carolina
$16.5K +$16.5K +474 New
FNWA
43
Financial Network Wealth Advisors
Utah
$16.1K – – –
AIC
44
Archer Investment Corporation
Indiana
$12.2K – – –
LFG
45
Larson Financial Group
Missouri
$6.47K – – –
Citadel Advisors
46
Citadel Advisors
Florida
– -$418K -12,474 Closed
GS
47
GTS Securities
New York
– -$298K -8,904 Closed
W
48
WorthPointe
California
– -$215K -6,411 Closed
OWA
49
Outlook Wealth Advisors
Texas
– -$203K -6,049 Closed
BFC
50
Bedel Financial Consulting
Indiana
– -$202K -6,017 Closed
1
2
3