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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

47 hedge funds and large institutions have $26.8M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
+$526K
2
GS
GTS Securities
New York
+$298K
3
OMC
Old Mission Capital
Illinois
+$209K
4
OWA
Outlook Wealth Advisors
Texas
+$203K
5
Barclays
Barclays
United Kingdom
+$83.9K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
2
CFA
Camarda Financial Advisors
Florida
-$660K
3
MCC
Money Concepts Capital
Florida
-$369K
4
SWA
Stratos Wealth Advisors
Ohio
-$339K
5
Osaic Holdings
Osaic Holdings
Arizona
-$312K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$307K -$71.3K -2,148 -19%
GS
27
GTS Securities
New York
$298K +$298K +8,904 New
SWM
28
Spire Wealth Management
Virginia
$272K -$307K -9,159 -53%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$253K – – –
AFGAS
30
Allegiance Financial Group Advisory Services
Virginia
$246K – – –
RGF
31
Retirement Guys Formula
Ohio
$245K – – –
MML Investors Services
32
MML Investors Services
Massachusetts
$228K -$43.5K -1,300 -16%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$222K – – –
W
34
WorthPointe
California
$215K -$770 -23 -0.4%
OWA
35
Outlook Wealth Advisors
Texas
$203K +$203K +6,049 New
BFC
36
Bedel Financial Consulting
Indiana
$202K – – –
Barclays
37
Barclays
United Kingdom
$173K +$83.9K +2,505 +94%
CA
38
CoreCap Advisors
Michigan
$145K -$97.9K -2,923 -40%
CIAS
39
Capital Investment Advisory Services
North Carolina
$118K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$81.9K +$14.4K +431 +21%
NWMP
41
Noble Wealth Management PBC
Colorado
$33.5K +$3.35K +100 +11%
IA
42
IFP Advisors
Florida
$21.4K – – –
FNWA
43
Financial Network Wealth Advisors
Utah
$15.5K +$15.5K +462 New
AIC
44
Archer Investment Corporation
Indiana
$11.7K – – –
DFA
45
DHJJ Financial Advisors
Illinois
$10.5K -$5.19K -155 -33%
LFG
46
Larson Financial Group
Missouri
$6.23K – – –
UBS Group
47
UBS Group
Switzerland
$5.49K +$1.88K +56 +52%
CFA
48
Camarda Financial Advisors
Florida
– -$660K -19,623 Closed
MCC
49
Money Concepts Capital
Florida
– -$369K -10,974 Closed
SWA
50
Stratos Wealth Advisors
Ohio
– -$339K -10,071 Closed
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