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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

47 hedge funds and large institutions have $57.7M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
6
Increased
7
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KAS
Kestra Advisory Services
Texas
$1.21M
2
OMC
Old Mission Capital
Illinois
$1.33M
3
AWA
Arete Wealth Advisors
Illinois
$437K
4
RJFSA
Raymond James Financial Services Advisors
Florida
$291K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$266K

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$1.15M
2
BCM
Brookstone Capital Management
Illinois
$1.36M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.88M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$205K
5
TWM
Tradition Wealth Management
Minnesota
$23.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
– -$223K -8,069 Closed
KWM
52
Kingsview Wealth Management
Oregon
– -$210K -7,586 Closed
JPMorgan Chase & Co
53
JPMorgan Chase & Co
New York
– -$151K -5,446 Closed
WP
54
WealthShield Partners
North Carolina
– -$66.6K -2,406 Closed
CPG
55
Cornerstone Planning Group
New Jersey
– -$19.1K -690 Closed
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