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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

50 hedge funds and large institutions have $30.5M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
3
Reduced
19
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
$3.88M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$223K
3
BFC
Bedel Financial Consulting
Indiana
$205K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$67.8K
5
KAS
Kestra Advisory Services
Texas
$1.95M

Top Sellers

1
SWM
Spire Wealth Management
Virginia
$581K
2
OMC
Old Mission Capital
Illinois
$457K
3
CFA
Camarda Financial Advisors
Florida
$660K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$0
5
CRWM
Castle Rock Wealth Management
California
$1.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
– -$246K -7,442 Closed
RA
52
RFG Advisory
Alabama
– -$220K -6,658 Closed
FNWA
53
Financial Network Wealth Advisors
Utah
– -$15.2K -462 Closed
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