UMAY icon

Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

19 hedge funds and large institutions have $21.9M invested in Innovator US Equity Ultra Buffer ETF May in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
4
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TWM
Tradition Wealth Management
Minnesota
$9.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$735K
3
SB
Strategic Blueprint
Georgia
$888K
4
Osaic Holdings
Osaic Holdings
Arizona
$625K
5
UBS Group
UBS Group
Switzerland
$37K

Top Sellers

1
HCM
Hudson Capital Management
New Jersey
$0
2
AIC
Archer Investment Corporation
Indiana
$412K
3
OMC
Old Mission Capital
Illinois
$314K
4
PWMG
Pinnacle Wealth Management Group
Michigan
$0
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1
Tradition Wealth Management
Minnesota
$9.25M +$9.17M +355,307 +12,028%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.3M -$192K -6,848 -8%
CRWM
3
Castle Rock Wealth Management
California
$2.19M – – –
IA
4
IFP Advisors
Florida
$2.09M -$115K -4,090 -5%
SB
5
Strategic Blueprint
Georgia
$888K +$139K +4,965 +19%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$735K +$236K +8,414 +47%
KCM
7
Kathmere Capital Management
Pennsylvania
$678K – – –
MIAN
8
Mariner Independent Advisor Network
Kansas
$633K -$81K -2,893 -11%
Osaic Holdings
9
Osaic Holdings
Arizona
$625K +$73.1K +2,615 +13%
HI
10
Harbour Investments
Wisconsin
$439K – – –
AIC
11
Archer Investment Corporation
Indiana
$412K -$3.88M -138,425 -90%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$344K – – –
HighTower Advisors
13
HighTower Advisors
Illinois
$317K – – –
OMC
14
Old Mission Capital
Illinois
$314K -$955K -34,096 -75%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$236K – – –
SHIM
16
Stone House Investment Management
Pennsylvania
$218K – – –
BFC
17
Bedel Financial Consulting
Indiana
$170K – – –
UBS Group
18
UBS Group
Switzerland
$37K +$37K +1,333 New
IFAM
19
Institutional & Family Asset Management
Colorado
$15K – – –
HCM
20
Hudson Capital Management
New Jersey
– -$5.38M -192,230 Closed
PWMG
21
Pinnacle Wealth Management Group
Michigan
– -$246K -8,800 Closed
APA
22
American Portfolios Advisors
New York
– -$101K -3,620 Closed