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Innovator US Equity Ultra Buffer ETF May
UMAY

Overview Fund Activity

46 hedge funds and large institutions have $35.2M 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
Holders
46
Holders Change
-1
Holders Change %
-2.13%
% of All Funds
0.62%
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
–

Top Buyers

1
SWM
Spire Wealth Management
Virginia
$1.76M
2
CVA
Central Valley Advisors
California
$1.93M
3
OMC
Old Mission Capital
Illinois
$1.34M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$559K
5
KAS
Kestra Advisory Services
Texas
$2.52M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
GS
GTS Securities
New York
$0
3
W
WorthPointe
California
$0
4
OWA
Outlook Wealth Advisors
Texas
$0
5
BFC
Bedel Financial Consulting
Indiana
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PCA
1
Prosperity Capital Advisors
Ohio
$5.01M +$454K +13,064 +10%
KAS
2
Kestra Advisory Services
Texas
$2.52M +$537K +15,453 +27%
CVA
3
Central Valley Advisors
California
$1.93M +$1.35M +38,704 +229%
CRWM
4
Castle Rock Wealth Management
California
$1.83M – – –
SWM
5
Spire Wealth Management
Virginia
$1.76M +$1.47M +42,412 +522%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.75M +$502K +14,433 +40%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$1.64M +$521K +14,997 +47%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.58M +$345K +9,921 +28%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.51M +$448K +13,265 +42%
KWM
10
KFG Wealth Management
Indiana
$1.36M – – –
OMC
11
Old Mission Capital
Illinois
$1.34M +$653K +18,785 +95%
Truist Financial
12
Truist Financial
North Carolina
$1.22M – – –
BCM
13
Brookstone Capital Management
Illinois
$1.11M +$150K +4,309 +16%
LPL Financial
14
LPL Financial
California
$955K +$43K +1,237 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$940K +$385K +11,088 +69%
MML Investors Services
16
MML Investors Services
Massachusetts
$750K +$513K +14,770 +217%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$559K +$559K +16,089 New
HI
18
Harbour Investments
Wisconsin
$545K – – –
AWM
19
AE Wealth Management
Kansas
$535K +$5.91K +170 +1%
WTFG
20
Wood Tarver Financial Group
Idaho
$534K -$347 -10 -0.1%
AF
21
Allworth Financial
California
$534K – – –
AWM
22
Axxcess Wealth Management
California
$520K +$520K +14,969 New
AA
23
Armis Advisers
Georgia
$492K – – –
MAM
24
Milestone Asset Management
Pennsylvania
$488K – – –
WA
25
Wealth Alliance
New York
$390K -$35.3K -1,015 -8%
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