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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

49 hedge funds and large institutions have $82.7M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 8 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
49
Holders Change
+10
Holders Change %
+25.64%
% of All Funds
0.77%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
17
Increased
8
Reduced
15
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
T
TCWP
Ohio
$4.81M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.26M
3
BCM
Brookstone Capital Management
Illinois
$18.5M
4
MAM
Milestone Asset Management
Pennsylvania
$920K
5
KWM
KFG Wealth Management
Indiana
$1.3M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
$1.96M
2
CIAS
Capital Investment Advisory Services
North Carolina
$98.5K
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.11M
4
BAM
Belpointe Asset Management
Nevada
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$220K
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
51
M Holdings Securities
Oregon
– -$324K -12,076 Closed
KAS
52
Kestra Advisory Services
Texas
– -$221K -8,250 Closed
CSPIA
53
Cary Street Partners Investment Advisory
Virginia
– -$40.2K -1,500 Closed
AAS
54
Ameritas Advisory Services
Nebraska
– -$21.1K -788 Closed
ASN
55
Advisory Services Network
Georgia
– -$15K -558 Closed
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
– -$4.77K -178 Closed
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