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Innovator US Equity Ultra Buffer ETF May

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

1.18% less ownership

Funds ownership: 60.44%59.27% (-1.2%)

6% less funds holding

Funds holding: 5047 (-3)

12% less capital invested

Capital invested by funds: $30.5M → $26.8M (-$3.73M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.63%
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
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
26
Arete Wealth Advisors
Illinois
$307K -$72.7K -2,148 -19%
GS
27
GTS Securities
New York
$298K +$301K +8,904 New
SWM
28
Spire Wealth Management
Virginia
$272K -$310K -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 -$44K -1,300 -16%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$222K
W
34
WorthPointe
California
$215K -$779 -23 -0.4%
OWA
35
Outlook Wealth Advisors
Texas
$203K +$205K +6,049 New
BFC
36
Bedel Financial Consulting
Indiana
$202K
Barclays
37
Barclays
United Kingdom
$173K +$84.8K +2,505 +94%
CA
38
CoreCap Advisors
Michigan
$145K -$99K -2,923 -40%
CIAS
39
Capital Investment Advisory Services
North Carolina
$118K
JP Morgan Chase
40
JP Morgan Chase
New York
$81.9K +$14.6K +431 +21%
NWMP
41
Noble Wealth Management PBC
Colorado
$33.5K +$3.39K +100 +11%
IA
42
IFP Advisors
Florida
$21.4K
FNWA
43
Financial Network Wealth Advisors
Utah
$15.5K +$15.6K +462 New
AIC
44
Archer Investment Corporation
Indiana
$11.7K
DFA
45
DHJJ Financial Advisors
Illinois
$10.5K -$5.25K -155 -33%
LFG
46
Larson Financial Group
Missouri
$6.23K
UBS Group
47
UBS Group
Switzerland
$5.49K +$1.9K +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

UMAY Hedge Fund Activity: Q1 2025 in Review

47 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q1 2025, worth a combined $26.8M — down 12% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UMAY and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Prosperity Capital Advisors, adding an estimated $531K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.69M.

  • 47 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q1 2025, down from 50 in Q4 2024.
  • Funds reported $26.8M of Innovator US Equity Ultra Buffer ETF May stock for Q1 2025, down 12% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q1 2025 was Prosperity Capital Advisors, an estimated $531K added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q1 2025 was Commonwealth Equity Services, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2025.