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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

52 hedge funds and large institutions have $48.4M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
52
Holders Change
+10
Holders Change %
+23.81%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
13
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$17.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.67M
3
PCA
Prosperity Capital Advisors
Ohio
$3.04M
4
CFA
Camarda Financial Advisors
Florida
$899K
5
SWM
Spire Wealth Management
Virginia
$929K

Top Sellers

1
Jane Street
Jane Street
New York
$0
2
MML Investors Services
MML Investors Services
Massachusetts
$259K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$396K
4
Truist Financial
Truist Financial
North Carolina
$902K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$30K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
26
Stratos Wealth Advisors
Ohio
$389K +$389K +12,175 New
RGF
27
Retirement Guys Formula
Ohio
$374K – – –
MCC
28
Money Concepts Capital
Florida
$350K – – –
SAG
29
SageView Advisory Group
California
$290K +$290K +9,072 New
OWA
30
Outlook Wealth Advisors
Texas
$261K -$45.6K -1,199 -15%
MML Investors Services
31
MML Investors Services
Massachusetts
$259K -$292K -9,147 -53%
NA
32
NewEdge Advisors
Louisiana
$254K – – –
OMC
33
Old Mission Capital
Illinois
$245K +$245K +7,691 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$242K – – –
AFGAS
35
Allegiance Financial Group Advisory Services
Virginia
$235K – – –
OCFG
36
O'Connor Financial Group
Illinois
$233K +$233K +7,307 New
RA
37
RFG Advisory
Alabama
$213K +$213K +6,676 New
W
38
WorthPointe
California
$204K +$204K +6,378 New
CA
39
CoreCap Advisors
Michigan
$143K – – –
AIC
40
Archer Investment Corporation
Indiana
$130K +$1.76K +55 +1%
CIAS
41
Capital Investment Advisory Services
North Carolina
$113K – – –
TWP
42
Triad Wealth Partners
Kansas
$96.6K +$96.6K +3,026 New
CP
43
Castleview Partners
Texas
$57.3K – – –
WCM
44
Weaver Capital Management
Georgia
$36.7K – – –
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$30K -$229K -7,211 -88%
IA
46
IFP Advisors
Florida
$20.4K – – –
DFA
47
DHJJ Financial Advisors
Illinois
$15K – – –
FNWA
48
Financial Network Wealth Advisors
Utah
$14.7K +$14.7K +462 New
LFG
49
Larson Financial Group
Missouri
$5.94K -$2.68K -84 -31%
CB
50
Chris Bulman
California
$4.63K +$4.63K +145 New
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