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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

46 hedge funds and large institutions have $29.9M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
46
Holders Change
-6
Holders Change %
-11.54%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
10
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
Old Mission Capital
Illinois
$801K
2
Truist Financial
Truist Financial
North Carolina
$1.21M
3
PCA
Prosperity Capital Advisors
Ohio
$3.38M
4
CA
CoreCap Advisors
Michigan
$241K
5
Barclays
Barclays
United Kingdom
$88K

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
$1.12M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.21M
3
SAG
SageView Advisory Group
California
$0
4
OWA
Outlook Wealth Advisors
Texas
$0
5
NA
NewEdge Advisors
Louisiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
26
Money Concepts Capital
Florida
$362K – – –
SWA
27
Stratos Wealth Advisors
Ohio
$332K -$69.4K -2,104 -17%
MML Investors Services
28
MML Investors Services
Massachusetts
$268K – – –
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$253K +$2.71K +82 +1%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$246K -$164K -4,973 -40%
AFGAS
31
Allegiance Financial Group Advisory Services
Virginia
$243K – – –
RGF
32
Retirement Guys Formula
Ohio
$242K -$145K -4,387 -37%
OCFG
33
O'Connor Financial Group
Illinois
$241K – – –
CA
34
CoreCap Advisors
Michigan
$241K +$92.9K +2,814 +63%
RA
35
RFG Advisory
Alabama
$220K -$594 -18 -0.3%
W
36
WorthPointe
California
$211K +$858 +26 +0.4%
CIAS
37
Capital Investment Advisory Services
North Carolina
$116K – – –
Barclays
38
Barclays
United Kingdom
$88K +$88K +2,659 New
CP
39
Castleview Partners
Texas
$58K -$1.22K -37 -2%
UBS Group
40
UBS Group
Switzerland
$41.1K +$40K +1,213 +3,913%
WCM
41
Weaver Capital Management
Georgia
$38K – – –
IA
42
IFP Advisors
Florida
$21.1K – – –
DFA
43
DHJJ Financial Advisors
Illinois
$15.5K – – –
FNWA
44
Financial Network Wealth Advisors
Utah
$15.2K – – –
AIC
45
Archer Investment Corporation
Indiana
$11.5K -$123K -3,715 -91%
LFG
46
Larson Financial Group
Missouri
$6.14K – – –
SAG
47
SageView Advisory Group
California
– -$290K -9,072 Closed
NA
48
NewEdge Advisors
Louisiana
– -$254K -7,965 Closed
OWA
49
Outlook Wealth Advisors
Texas
– -$261K -6,868 Closed
TWP
50
Triad Wealth Partners
Kansas
– -$96.6K -3,026 Closed
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