Innovator US Equity Ultra Buffer ETF May
UMAY
21 hedge funds and large institutions have $27.5M invested in Innovator US Equity Ultra Buffer ETF May in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
26% more capital invested
Capital invested by funds: $21.9M → $27.5M (+$5.64M)
11% more funds holding
Funds holding: 19 → 21 (+2)
10.2% more ownership
Funds ownership: 56.47% → 66.67% (+10%)
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$5.74M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$446K |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$191K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$30.7K |
| 5 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$16.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$943K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$325K |
| 3 |
TWM
Tradition Wealth Management
Edina,
Minnesota
|
-$317K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$314K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$236K |
UMAY Hedge Fund Activity: Q4 2021 in Review
21 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q4 2021, worth a combined $27.5M — up 26% from $21.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new UMAY positions and 3 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $5.74M. The largest seller was Commonwealth Equity Services, cutting an estimated $943K.
- 21 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q4 2021, up from 19 in Q3 2021.
- Funds reported $27.5M of Innovator US Equity Ultra Buffer ETF May stock for Q4 2021, up 26% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q4 2021 and 3 closed out, a net change of +2 holders.
- The largest Innovator US Equity Ultra Buffer ETF May buyer in Q4 2021 was Soltis Investment Advisors, an estimated $5.74M added.
- The largest Innovator US Equity Ultra Buffer ETF May seller in Q4 2021 was Commonwealth Equity Services, an estimated $943K sold.
Based on aggregated 13F filings for Q4 2021.