Innovator US Equity Ultra Buffer ETF May
UMAY
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.
495% more capital invested
Capital invested by funds: $81.1M → $483M (+$401M)
30% more funds holding
Funds holding: 30 → 39 (+9)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1.01% less ownership
Funds ownership: 86.46% → 85.45% (-1%)
83% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
tru Independence
Portland,
Oregon
|
+$207K |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$203K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$118K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
+$106K |
| 5 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$66.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$11.3M |
| 2 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$482K |
| 3 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$281K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$144K |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$123K |
UMAY Hedge Fund Activity: Q4 2022 in Review
39 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q4 2022, worth a combined $483M — up 495% from $81.1M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new UMAY positions and 0 closed out — a net gain of 9 holders — while 3 added to existing stakes and 18 trimmed.
The largest buyer was tru Independence, opening a new position worth an estimated $207K. The largest seller was Osaic Holdings, cutting an estimated $11.3M.
- 39 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q4 2022, up from 30 in Q3 2022.
- Funds reported $483M of Innovator US Equity Ultra Buffer ETF May stock for Q4 2022, up 495% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q4 2022 and 0 closed out, a net change of +9 holders.
- The largest Innovator US Equity Ultra Buffer ETF May buyer in Q4 2022 was tru Independence, an estimated $207K added.
- The largest Innovator US Equity Ultra Buffer ETF May seller in Q4 2022 was Osaic Holdings, an estimated $11.3M sold.
Based on aggregated 13F filings for Q4 2022.