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Innovator US Equity Ultra Buffer ETF May

46 hedge funds and large institutions have $35.7M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

33% more capital invested

Capital invested by funds: $26.8M → $35.7M (+$8.9M)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

0.64% less ownership

Funds ownership: 59.27%58.63% (-0.64%)

2% less funds holding

Funds holding: 4746 (-1)

Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
15
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Prosperity Capital Advisors
Ohio
$5.01M +$439K +13,064 +10%
KAS
2
Kestra Advisory Services
Texas
$2.52M +$519K +15,453 +27%
Osaic Holdings
3
Osaic Holdings
Arizona
$2.02M +$895K +26,633 +84%
CVA
4
Central Valley Advisors
California
$1.93M +$1.3M +38,704 +229%
CRWM
5
Castle Rock Wealth Management
California
$1.83M
SWM
6
Spire Wealth Management
Virginia
$1.76M +$1.43M +42,412 +522%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$1.75M +$485K +14,433 +40%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.64M +$504K +14,997 +47%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.58M +$333K +9,921 +28%
KWM
10
KFG Wealth Management
Indiana
$1.36M
OMC
11
Old Mission Capital
Illinois
$1.34M +$631K +18,785 +95%
Truist Financial
12
Truist Financial
North Carolina
$1.22M
BCM
13
Brookstone Capital Management
Illinois
$1.11M +$145K +4,309 +16%
LPL Financial
14
LPL Financial
California
$955K +$41.6K +1,237 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$940K +$373K +11,088 +69%
MML Investors Services
16
MML Investors Services
Massachusetts
$750K +$496K +14,770 +217%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$559K +$541K +16,089 New
HI
18
Harbour Investments
Wisconsin
$545K
AWM
19
AE Wealth Management
Kansas
$535K +$5.71K +170 +1%
WTFG
20
Wood Tarver Financial Group
Idaho
$534K -$336 -10 -0.1%
AF
21
Allworth Financial
California
$534K
AWM
22
Axxcess Wealth Management
California
$520K +$503K +14,969 New
AA
23
Armis Advisers
Georgia
$492K
MAM
24
Milestone Asset Management
Pennsylvania
$488K
WA
25
Wealth Alliance
New York
$390K -$34.1K -1,015 -8%

UMAY Hedge Fund Activity: Q2 2025 in Review

46 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q2 2025, worth a combined $35.7M — up 33% from $26.8M a quarter earlier.

Fund positioning in UMAY was balanced in Q2 2025: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 9 trimmed.

The largest buyer was Spire Wealth Management, adding an estimated $1.43M. The largest seller was Citadel Advisors, exiting entirely with an estimated $418K sold.

  • 46 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q2 2025, down from 47 in Q1 2025.
  • Funds reported $35.7M of Innovator US Equity Ultra Buffer ETF May stock for Q2 2025, up 33% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q2 2025 and 7 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q2 2025 was Spire Wealth Management, an estimated $1.43M added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q2 2025 was Citadel Advisors, an estimated $418K sold.

Based on aggregated 13F filings for Q2 2025.