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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

39 hedge funds and large institutions have $92.8M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
39
Holders Change
–
Holders Change %
0%
% of All Funds
0.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
11
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$14.9M
2
CIAS
Capital Investment Advisory Services
North Carolina
$3.98M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.97M
4
PCA
Prosperity Capital Advisors
Ohio
$3.15M
5
TWM
Tradition Wealth Management
Minnesota
$22.3M

Top Sellers

1
CA
Corrado Advisors
New Jersey
$0
2
IA
IFP Advisors
Florida
$570K
3
TCM
Triumph Capital Management
Colorado
$0
4
MCC
Money Concepts Capital
Florida
$0
5
TI
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$269K – – –
AIC
27
Archer Investment Corporation
Indiana
$236K -$11K -409 -4%
KAS
28
Kestra Advisory Services
Texas
$221K +$13.4K +500 +6%
OIA
29
OneDigital Investment Advisors
Kansas
$216K – – –
CP
30
Castleview Partners
Texas
$48.1K – – –
UBS Group
31
UBS Group
Switzerland
$41.1K -$33.5K -1,249 -45%
CSPIA
32
Cary Street Partners Investment Advisory
Virginia
$40.2K +$40.2K +1,500 New
LFG
33
Larson Financial Group
Missouri
$30.5K +$14.7K +547 +92%
AAP
34
Arax Advisory Partners
Colorado
$29.8K – – –
WP
35
WealthPLAN Partners
Nebraska
$21.1K +$21.1K +789 New
AAS
36
Ameritas Advisory Services
Nebraska
$21.1K +$21.1K +788 New
ASN
37
Advisory Services Network
Georgia
$15K – – –
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$4.77K +$4.77K +178 New
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$2.05K -$88 -3,297 -4%
CA
40
Corrado Advisors
New Jersey
– -$890K -34,066 Closed
TCM
41
Triumph Capital Management
Colorado
– -$337K -12,908 Closed
MCC
42
Money Concepts Capital
Florida
– -$302K -11,546 Closed
TI
43
tru Independence
Oregon
– -$206K -7,899 Closed
NA
44
NewEdge Advisors
Louisiana
– -$65.8K -2,519 Closed
Wells Fargo
45
Wells Fargo
California
– -$2.25K -86 Closed
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