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Innovator US Equity Ultra Buffer ETF May
UMAY

12 hedge funds and large institutions have $11.9M invested in Innovator US Equity Ultra Buffer ETF May in 2021 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more capital invested

Capital invested by funds: $5.25M → $11.9M (+$6.66M)

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

59.91% more ownership

Funds ownership: 48% → 107.91% (+60%)

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

9% more funds holding

Funds holding: 11 → 12 (+1)

Holders
12
Holders Change
+1
Holders Change %
+9.09%
% of All Funds
0.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
4
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HFA
Hoover Financial Advisors
Pennsylvania
+$5.66M
2
OMC
Old Mission Capital
Illinois
+$408K
3
IA
IFP Advisors
Florida
+$374K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$210K
5
AIC
Ameritas Investment Company
Nebraska
+$120K

Top Sellers

Rank Fund Capital Flow
1
SIA
Soltis Investment Advisors
Utah
-$206K
2
TWM
Tradition Wealth Management
Minnesota
-$5K
3
UBS Group
UBS Group
Switzerland
-$1.84K
4
Citadel Advisors
Citadel Advisors
Florida
-$247
Name Holding Trade Value Shares
Change 		Change in
Stake
HFA
1
Hoover Financial Advisors
Pennsylvania
$5.67M +$5.66M +205,910 New
IA
2
IFP Advisors
Florida
$1.97M +$374K +13,618 +24%
Citadel Advisors
3
Citadel Advisors
Florida
$1.37M -$247 -9 -0%
OMC
4
Old Mission Capital
Illinois
$915K +$408K +14,856 +81%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$794K +$210K +7,628 +36%
KCM
6
Kathmere Capital Management
Pennsylvania
$668K – – –
Osaic Holdings
7
Osaic Holdings
Arizona
$202K +$27.5K +1,000 +16%
BFC
8
Bedel Financial Consulting
Indiana
$158K – – –
AIC
9
Ameritas Investment Company
Nebraska
$121K +$120K +4,365 New
AIC
10
Archer Investment Corporation
Indiana
$24.2K – – –
UBS Group
11
UBS Group
Switzerland
$16K -$1.84K -67 -11%
BBPWM
12
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.01K +73 New
SIA
13
Soltis Investment Advisors
Utah
– -$206K -7,550 Closed
TWM
14
Tradition Wealth Management
Minnesota
– -$5K -173 Closed

UMAY Hedge Fund Activity: Q1 2021 in Review

12 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q1 2021, worth a combined $11.9M — up 127% from $5.25M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new UMAY positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Hoover Financial Advisors, opening a new position worth an estimated $5.66M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $206K sold.

  • 12 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q1 2021, up from 11 in Q4 2020.
  • Funds reported $11.9M of Innovator US Equity Ultra Buffer ETF May stock for Q1 2021, up 127% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q1 2021 and 2 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q1 2021 was Hoover Financial Advisors, an estimated $5.66M added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q1 2021 was Soltis Investment Advisors, an estimated $206K sold.

Based on aggregated 13F filings for Q1 2021.