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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

23 hedge funds and large institutions have $25.4M invested in Innovator US Equity Ultra Buffer ETF May in 2021 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 6 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
23
Holders Change
+11
Holders Change %
+91.67%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
15
Increased
6
Reduced
1
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HCM
Hudson Capital Management
New Jersey
$5.38M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.48M
3
CRWM
Castle Rock Wealth Management
California
$2.16M
4
SB
Strategic Blueprint
Georgia
$747K
5
MIAN
Mariner Independent Advisor Network
Kansas
$713K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$499K
3
AIC
Ameritas Investment Company
Nebraska
$0
4
UBS Group
UBS Group
Switzerland
$0
5
BBPWM
Blue Bell Private Wealth Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
1
Hoover Financial Advisors
Pennsylvania
$5.96M +$200K +7,160 +3%
HCM
2
Hudson Capital Management
New Jersey
$5.38M +$5.38M +192,230 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.48M +$2.48M +88,766 New
IA
4
IFP Advisors
Florida
$2.2M +$208K +7,443 +10%
CRWM
5
Castle Rock Wealth Management
California
$2.16M +$2.16M +76,405 New
OMC
6
Old Mission Capital
Illinois
$1.27M +$340K +12,166 +37%
SB
7
Strategic Blueprint
Georgia
$747K +$747K +26,710 New
MIAN
8
Mariner Independent Advisor Network
Kansas
$713K +$713K +25,496 New
KCM
9
Kathmere Capital Management
Pennsylvania
$676K – – –
Osaic Holdings
10
Osaic Holdings
Arizona
$552K +$348K +12,450 +171%
AIC
11
Archer Investment Corporation
Indiana
$550K +$547K +152,249 +17,400%
Susquehanna International Group
12
Susquehanna International Group
Pennsylvania
$499K -$306K -10,945 -38%
HI
13
Harbour Investments
Wisconsin
$438K +$438K +15,670 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$344K +$344K +12,290 New
HighTower Advisors
15
HighTower Advisors
Illinois
$317K +$317K +11,331 New
PWMG
16
Pinnacle Wealth Management Group
Michigan
$246K +$246K +8,800 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$236K +$236K +8,428 New
SHIM
18
Stone House Investment Management
Pennsylvania
$218K +$218K +7,810 New
BFC
19
Bedel Financial Consulting
Indiana
$170K +$10.1K +361 +6%
APA
20
American Portfolios Advisors
New York
$101K +$101K +3,620 New
TWM
21
Tradition Wealth Management
Minnesota
$83K +$83K +2,954 New
CP
22
Castleview Partners
Texas
$51K +$51K +1,807 New
IFAM
23
Institutional & Family Asset Management
Colorado
$15K +$15K +540 New
Citadel Advisors
24
Citadel Advisors
Florida
– -$1.37M -49,568 Closed
AIC
25
Ameritas Investment Company
Nebraska
– -$121K -4,365 Closed
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