We are live on ! Find out more
UMAY icon

Innovator US Equity Ultra Buffer ETF May

33 hedge funds and large institutions have $77.6M invested in Innovator US Equity Ultra Buffer ETF May in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more capital invested

Capital invested by funds: $20.9M → $77.6M (+$56.6M)

260% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 5

200% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 3

65% more funds holding

Funds holding: 2033 (+13)

21.44% more ownership

Funds ownership: 64.36%85.81% (+21%)

Holders
33
Holders Change
+13
Holders Change %
+65%
% of All Funds
0.56%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
9
Reduced
3
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$36.6M +$37.7M +1,386,287 +6,523%
TWM
2
Tradition Wealth Management
Minnesota
$18.6M +$10M +369,476 +106%
OWA
3
Outlook Wealth Advisors
Texas
$6.53M +$6.83M +251,062 New
CRWM
4
Castle Rock Wealth Management
California
$1.97M
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$1.75M +$1.44M +52,826 +366%
SB
6
Strategic Blueprint
Georgia
$1.56M +$177K +6,521 +12%
IA
7
IFP Advisors
Florida
$1.28M
CA
8
Corrado Advisors
New Jersey
$931K +$975K +35,835 New
T
9
TRUADVICE
Florida
$827K +$829K +30,480 New
BCM
10
Brookstone Capital Management
Illinois
$719K +$740K +27,201 New
OMC
11
Old Mission Capital
Illinois
$565K +$8.35K +307 +1%
Truist Financial
12
Truist Financial
North Carolina
$527K +$551K +20,276 New
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$496K +$226K +8,308 +77%
RGF
14
Retirement Guys Formula
Ohio
$479K
AWA
15
Arete Wealth Advisors
Illinois
$455K +$476K +17,497 New
WA
16
Wealth Alliance
New York
$408K +$427K +15,703 New
HI
17
Harbour Investments
Wisconsin
$407K +$426K +15,670 New
PWA
18
Phoenix Wealth Advisors
North Carolina
$385K +$403K +14,815 New
AIC
19
Archer Investment Corporation
Indiana
$382K +$41.8K +1,536 +12%
MHS
20
M Holdings Securities
Oregon
$324K +$339K +12,471 New
HAS
21
HBW Advisory Services
California
$286K +$299K +11,000 New
OIA
22
OneDigital Investment Advisors
Kansas
$285K +$298K +10,955 New
SHIM
23
Stone House Investment Management
Pennsylvania
$278K +$62.6K +2,300 +27%
Wolverine Trading
24
Wolverine Trading
Illinois
$272K +$30.4K +1,118 +12%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$263K +$273K +10,035 New

UMAY Hedge Fund Activity: Q2 2022 in Review

33 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q2 2022, worth a combined $77.6M — up 270% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UMAY positions and 5 closed out — a net gain of 13 holders — while 9 added to existing stakes and 3 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $37.7M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $300K sold.

  • 33 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q2 2022, up from 20 in Q1 2022.
  • Funds reported $77.6M of Innovator US Equity Ultra Buffer ETF May stock for Q2 2022, up 270% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q2 2022 and 5 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q2 2022 was Osaic Holdings, an estimated $37.7M added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q2 2022 was Susquehanna International Group, an estimated $300K sold.

Based on aggregated 13F filings for Q2 2022.