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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

39 hedge funds and large institutions have $483M invested in Innovator US Equity Ultra Buffer ETF May in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 3 increasing their positions, 18 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
+9
Holders Change %
+30%
% of All Funds
0.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
3
Reduced
18
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TI
tru Independence
Oregon
$206K
2
KAS
Kestra Advisory Services
Texas
$203K
3
CA
CoreCap Advisors
Michigan
$117K
4
MCC
Money Concepts Capital
Florida
$302K
5
NA
NewEdge Advisors
Louisiana
$65.8K

Top Sellers

1
AWA
Arete Wealth Advisors
Illinois
$410M
2
Osaic Holdings
Osaic Holdings
Arizona
$25M
3
TWM
Tradition Wealth Management
Minnesota
$20.3M
4
SB
Strategic Blueprint
Georgia
$1.19M
5
AIC
Archer Investment Corporation
Indiana
$240K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIC
26
Archer Investment Corporation
Indiana
$240K -$143K -5,482 -37%
OIA
27
OneDigital Investment Advisors
Kansas
$211K – – –
TI
28
tru Independence
Oregon
$206K +$206K +7,899 New
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$203K -$3.22K -123 -2%
KAS
30
Kestra Advisory Services
Texas
$203K +$203K +7,750 New
CIAS
31
Capital Investment Advisory Services
North Carolina
$118K – – –
CA
32
CoreCap Advisors
Michigan
$117K +$117K +4,493 New
UBS Group
33
UBS Group
Switzerland
$72.7K -$7.5K -287 -9%
NA
34
NewEdge Advisors
Louisiana
$65.8K +$65.8K +2,519 New
CP
35
Castleview Partners
Texas
$46.9K -$183 -7 -0.4%
AAP
36
Arax Advisory Partners
Colorado
$29K – – –
LFG
37
Larson Financial Group
Missouri
$15.5K +$15.5K +592 New
ASN
38
Advisory Services Network
Georgia
$14.6K +$14.6K +558 New
Wells Fargo
39
Wells Fargo
California
$2.25K +$2.25K +86 New
1
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