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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

42 hedge funds and large institutions have $23.9M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
42
Holders Change
-5
Holders Change %
-10.64%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
5
Increased
5
Reduced
21
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$1.4M
2
Jane Street
Jane Street
New York
+$310K
3
LPL Financial
LPL Financial
California
+$298K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$285K
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$224K

Top Sellers

1
TWM
Tradition Wealth Management
Minnesota
-$23.9M
2
OWA
Outlook Wealth Advisors
Texas
-$6.47M
3
OMC
Old Mission Capital
Illinois
-$1.33M
4
HighTower Advisors
HighTower Advisors
Illinois
-$1.15M
5
WFAG
Worth Financial Advisory Group
North Carolina
-$860K
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$278K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$247K -$27.3K -900 -10%
OWA
28
Outlook Wealth Advisors
Texas
$244K -$6.47M -213,943 -96%
NA
29
NewEdge Advisors
Louisiana
$241K – – –
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$229K – – –
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$224K +$224K +7,400 New
AFGAS
32
Allegiance Financial Group Advisory Services
Virginia
$223K – – –
CA
33
CoreCap Advisors
Michigan
$136K +$136K +4,493 New
AIC
34
Archer Investment Corporation
Indiana
$121K -$28.5K -941 -19%
CIAS
35
Capital Investment Advisory Services
North Carolina
$107K – – –
CP
36
Castleview Partners
Texas
$54.3K – – –
WCM
37
Weaver Capital Management
Georgia
$34.8K +$34.8K +1,151 New
SWM
38
Spire Wealth Management
Virginia
$31.8K – – –
IA
39
IFP Advisors
Florida
$19.3K -$18.2K -600 -48%
DFA
40
DHJJ Financial Advisors
Illinois
$14.2K – – –
LFG
41
Larson Financial Group
Missouri
$8.17K -$16.5K -544 -67%
UBS Group
42
UBS Group
Switzerland
$2.63K -$29.4K -970 -92%
TWM
43
Tradition Wealth Management
Minnesota
– -$23.9M -791,870 Closed
OMC
44
Old Mission Capital
Illinois
– -$1.33M -45,133 Closed
HighTower Advisors
45
HighTower Advisors
Illinois
– -$1.15M -39,019 Closed
WFAG
46
Worth Financial Advisory Group
North Carolina
– -$860K -29,234 Closed
FIA
47
Foundations Investment Advisors
Arizona
– -$452K -15,190 Closed
MOS
48
MGO One Seven
Ohio
– -$444K -15,100 Closed
RPGK
49
Retirement Planning Group (Kansas)
Kansas
– -$262K -8,910 Closed
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
– -$214K -7,260 Closed
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