Innovator US Equity Ultra Buffer ETF May
UMAY
52 hedge funds and large institutions have $48.4M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 12 reducing their positions, and 2 closing their positions.
600% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 2
102% more capital invested
Capital invested by funds: $23.9M → $48.4M (+$24.4M)
24% more funds holding
Funds holding: 42 → 52 (+10)
13.64% more ownership
Funds ownership: 52.73% → 66.37% (+14%)
8% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$15.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.41M |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.46M |
| 4 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$874K |
| 5 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$870K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$310K |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$284K |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$266K |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$236K |
| 5 |
JP Morgan Chase
New York
|
-$224K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
UBS Group
Zurich,
Switzerland
| $989 | -$1.74K | -56 | -64% |
|
|
GI
52
Gradient Investments
Arden Hills,
Minnesota
| $734 | +$713 | +23 | New |
|
|
53
Jane Street
New York
| – | -$310K | -10,259 | Closed |
|
|
54
JP Morgan Chase
New York
| – | -$224K | -7,400 | Closed |
|
UMAY Hedge Fund Activity: Q2 2024 in Review
52 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q2 2024, worth a combined $48.4M — up 102% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new UMAY positions and 2 closed out — a net gain of 12 holders — while 13 added to existing stakes and 12 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $15.6M. The largest seller was Jane Street, exiting entirely with an estimated $310K sold.
- 52 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q2 2024, up from 42 in Q1 2024.
- Funds reported $48.4M of Innovator US Equity Ultra Buffer ETF May stock for Q2 2024, up 102% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q2 2024 and 2 closed out, a net change of +12 holders.
- The largest Innovator US Equity Ultra Buffer ETF May buyer in Q2 2024 was Brookstone Capital Management, an estimated $15.6M added.
- The largest Innovator US Equity Ultra Buffer ETF May seller in Q2 2024 was Jane Street, an estimated $310K sold.
Based on aggregated 13F filings for Q2 2024.