Innovator US Equity Ultra Buffer ETF May
UMAY
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
9% more funds holding
Funds holding: 46 → 50 (+4)
3.88% more ownership
Funds ownership: 56.56% → 60.44% (+3.9%)
2% more capital invested
Capital invested by funds: $29.9M → $30.5M (+$665K)
84% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$436K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$221K |
| 3 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$201K |
| 4 |
JP Morgan Chase
New York
|
+$67.3K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$28.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$395K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$357K |
| 3 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
-$315K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$246K |
| 5 |
CRWM
Castle Rock Wealth Management
Walnut Creek,
California
|
-$228K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$246K | -7,442 | Closed |
|
|
RA
52
RFG Advisory
Birmingham,
Alabama
| – | -$220K | -6,658 | Closed |
|
|
FNWA
53
Financial Network Wealth Advisors
Murray,
Utah
| – | -$15.2K | -462 | Closed |
|
UMAY Hedge Fund Activity: Q4 2024 in Review
50 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q4 2024, worth a combined $30.5M — up 2.2% from $29.9M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UMAY positions and 3 closed out — a net gain of 5 holders — while 3 added to existing stakes and 19 trimmed.
The largest buyer was Prosperity Capital Advisors, adding an estimated $436K. The largest seller was Spire Wealth Management, cutting an estimated $395K.
- 50 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $30.5M of Innovator US Equity Ultra Buffer ETF May stock for Q4 2024, up 2.2% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q4 2024 and 3 closed out, a net change of +5 holders.
- The largest Innovator US Equity Ultra Buffer ETF May buyer in Q4 2024 was Prosperity Capital Advisors, an estimated $436K added.
- The largest Innovator US Equity Ultra Buffer ETF May seller in Q4 2024 was Spire Wealth Management, an estimated $395K sold.
Based on aggregated 13F filings for Q4 2024.