UMAY icon

Innovator US Equity Ultra Buffer ETF May

50 hedge funds and large institutions have $30.5M invested in Innovator US Equity Ultra Buffer ETF May in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 3 increasing their positions, 19 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
50
Holders Change
+4
Holders Change %
+8.7%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
3
Reduced
19
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PCA
1
Prosperity Capital Advisors
Ohio
$3.88M +$439K +13,044 +13%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.88M -$115K -3,413 -4%
KAS
3
Kestra Advisory Services
Texas
$1.95M +$28.8K +858 +1%
CRWM
4
Castle Rock Wealth Management
California
$1.78M -$234K -6,835 -12%
KWM
5
KFG Wealth Management
Indiana
$1.46M -$37K -1,100 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.38M -$18K -535 -1%
Truist Financial
7
Truist Financial
North Carolina
$1.23M -$2.19K -65 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$1.22M -$8.47K -252 -0.7%
BCM
9
Brookstone Capital Management
Illinois
$1.03M -$107K -3,168 -9%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$1,000K -$199K -5,911 -17%
LPL Financial
11
LPL Financial
California
$946K
CFA
12
Camarda Financial Advisors
Florida
$660K -$317K -9,440 -32%
WTFG
13
Wood Tarver Financial Group
Idaho
$585K +$585K +17,407 New
SWM
14
Spire Wealth Management
Virginia
$581K -$398K -11,825 -41%
CVA
15
Central Valley Advisors
California
$564K -$32.6K -969 -5%
Raymond James Financial
16
Raymond James Financial
Florida
$554K +$554K +16,468 New
AWM
17
AE Wealth Management
Kansas
$544K -$3.56K -106 -0.7%
HI
18
Harbour Investments
Wisconsin
$527K
AF
19
Allworth Financial
California
$524K
MAM
20
Milestone Asset Management
Pennsylvania
$481K
AA
21
Armis Advisers
Georgia
$477K +$477K +14,186 New
SPIA
22
Steward Partners Investment Advisory
New York
$475K
WA
23
Wealth Alliance
New York
$461K
OMC
24
Old Mission Capital
Illinois
$457K -$359K -10,673 -44%
SB
25
Strategic Blueprint
Georgia
$443K -$13.9K -412 -3%