Innovator US Equity Ultra Buffer ETF May
UMAY
39 hedge funds and large institutions have $92.8M invested in Innovator US Equity Ultra Buffer ETF May in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 6 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
12.57% more ownership
Funds ownership: 85.45% → 98.02% (+13%)
0% more funds holding
Funds holding: 39 → 39 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
81% less capital invested
Capital invested by funds: $483M → $92.8M (-$390M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$10.1M |
| 2 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
+$3.82M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.74M |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.49M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$890K |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$724K |
| 3 |
TCM
Triumph Capital Management
Denver,
Colorado
|
-$337K |
| 4 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$302K |
| 5 |
TI
tru Independence
Portland,
Oregon
|
-$206K |
UMAY Hedge Fund Activity: Q1 2023 in Review
39 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q1 2023, worth a combined $92.8M — down 81% from $483M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UMAY positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $10.1M. The largest seller was Corrado Advisors, exiting entirely with an estimated $890K sold.
- 39 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $92.8M of Innovator US Equity Ultra Buffer ETF May stock for Q1 2023, down 81% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q1 2023 and 6 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF May buyer in Q1 2023 was Brookstone Capital Management, an estimated $10.1M added.
- The largest Innovator US Equity Ultra Buffer ETF May seller in Q1 2023 was Corrado Advisors, an estimated $890K sold.
Based on aggregated 13F filings for Q1 2023.