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Innovator US Equity Ultra Buffer ETF May

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

1.18% less ownership

Funds ownership: 60.44%59.27% (-1.2%)

6% less funds holding

Funds holding: 5047 (-3)

12% less capital invested

Capital invested by funds: $30.5M → $26.8M (-$3.73M)

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
47
Holders Change
-3
Holders Change %
-6%
% of All Funds
0.63%
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
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Prosperity Capital Advisors
Ohio
$4.4M +$531K +15,677 +14%
KAS
2
Kestra Advisory Services
Texas
$1.91M -$32.2K -950 -2%
CRWM
3
Castle Rock Wealth Management
California
$1.74M
KWM
4
KFG Wealth Management
Indiana
$1.31M -$142K -4,199 -10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.2M -$9.41K -278 -0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.19M -$1.69M -50,011 -58%
Truist Financial
7
Truist Financial
North Carolina
$1.17M -$54.1K -1,597 -4%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.08M +$83.6K +2,469 +8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.06M -$316K -9,318 -23%
BCM
10
Brookstone Capital Management
Illinois
$928K -$103K -3,038 -10%
LPL Financial
11
LPL Financial
California
$879K -$64.1K -1,894 -7%
OMC
12
Old Mission Capital
Illinois
$664K +$211K +6,237 +46%
CVA
13
Central Valley Advisors
California
$567K +$4.98K +147 +0.9%
Raymond James Financial
14
Raymond James Financial
Florida
$535K -$16.9K -500 -3%
HI
15
Harbour Investments
Wisconsin
$525K
WTFG
16
Wood Tarver Financial Group
Idaho
$515K -$68.3K -2,016 -12%
AWM
17
AE Wealth Management
Kansas
$510K -$31.7K -935 -6%
AF
18
Allworth Financial
California
$506K
AA
19
Armis Advisers
Georgia
$473K -$1.56K -46 -0.3%
MAM
20
Milestone Asset Management
Pennsylvania
$470K -$9.82K -290 -2%
Citadel Advisors
21
Citadel Advisors
Florida
$418K +$30.2K +893 +8%
WA
22
Wealth Alliance
New York
$410K -$49.7K -1,468 -11%
SB
23
Strategic Blueprint
Georgia
$354K -$87.7K -2,589 -20%
IWM
24
IMG Wealth Management
Florida
$347K +$5.01K +148 +1%
SPIA
25
Steward Partners Investment Advisory
New York
$308K -$167K -4,936 -35%

UMAY Hedge Fund Activity: Q1 2025 in Review

47 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q1 2025, worth a combined $26.8M — down 12% from $30.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of UMAY and 3 opened new positions — a net loss of 3 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Prosperity Capital Advisors, adding an estimated $531K. The largest seller was Commonwealth Equity Services, cutting an estimated $1.69M.

  • 47 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q1 2025, down from 50 in Q4 2024.
  • Funds reported $26.8M of Innovator US Equity Ultra Buffer ETF May stock for Q1 2025, down 12% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q1 2025 and 6 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q1 2025 was Prosperity Capital Advisors, an estimated $531K added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q1 2025 was Commonwealth Equity Services, an estimated $1.69M sold.

Based on aggregated 13F filings for Q1 2025.