UMAY icon

Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

47 hedge funds and large institutions have $26.8M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
10
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCA
Prosperity Capital Advisors
Ohio
+$526K
2
GS
GTS Securities
New York
+$298K
3
OMC
Old Mission Capital
Illinois
+$209K
4
OWA
Outlook Wealth Advisors
Texas
+$203K
5
Barclays
Barclays
United Kingdom
+$83.9K

Top Sellers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.67M
2
CFA
Camarda Financial Advisors
Florida
-$660K
3
MCC
Money Concepts Capital
Florida
-$369K
4
SWA
Stratos Wealth Advisors
Ohio
-$339K
5
Osaic Holdings
Osaic Holdings
Arizona
-$312K
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1
Prosperity Capital Advisors
Ohio
$4.4M +$526K +15,677 +14%
KAS
2
Kestra Advisory Services
Texas
$1.91M -$31.8K -950 -2%
CRWM
3
Castle Rock Wealth Management
California
$1.74M – – –
KWM
4
KFG Wealth Management
Indiana
$1.31M -$141K -4,199 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.2M -$9.31K -278 -0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.19M -$1.67M -50,011 -58%
Truist Financial
7
Truist Financial
North Carolina
$1.17M -$53.5K -1,597 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.08M +$82.7K +2,469 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.06M -$312K -9,318 -23%
BCM
10
Brookstone Capital Management
Illinois
$928K -$102K -3,038 -10%
LPL Financial
11
LPL Financial
California
$879K -$63.4K -1,894 -7%
OMC
12
Old Mission Capital
Illinois
$664K +$209K +6,237 +46%
CVA
13
Central Valley Advisors
California
$567K +$4.92K +147 +0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$535K -$16.7K -500 -3%
HI
15
Harbour Investments
Wisconsin
$525K – – –
WTFG
16
Wood Tarver Financial Group
Idaho
$515K -$67.5K -2,016 -12%
AWM
17
AE Wealth Management
Kansas
$510K -$31.3K -935 -6%
AF
18
Allworth Financial
California
$506K – – –
AA
19
Armis Advisers
Georgia
$473K -$1.54K -46 -0.3%
MAM
20
Milestone Asset Management
Pennsylvania
$470K -$9.71K -290 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$418K +$29.9K +893 +8%
WA
22
Wealth Alliance
New York
$410K -$49.1K -1,468 -11%
SB
23
Strategic Blueprint
Georgia
$354K -$86.7K -2,589 -20%
IWM
24
IMG Wealth Management
Florida
$347K +$4.96K +148 +1%
SPIA
25
Steward Partners Investment Advisory
New York
$308K -$165K -4,936 -35%
1
2 3