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Innovator US Equity Ultra Buffer ETF May

48 hedge funds and large institutions have $37.1M invested in Innovator US Equity Ultra Buffer ETF May in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

4% more funds holding

Funds holding: 4648 (+2)

1.41% more ownership

Funds ownership: 58.63%60.04% (+1.4%)

4% more capital invested

Capital invested by funds: $35.7M → $37.1M (+$1.46M)

65% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 17

Holders
48
Holders Change
+2
Holders Change %
+4.35%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Prosperity Capital Advisors
Ohio
$5.65M +$468K +13,216 +9%
KAS
2
Kestra Advisory Services
Texas
$2.52M -$82.1K -2,316 -3%
CVA
3
Central Valley Advisors
California
$1.99M -$7.62K -215 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$1.89M -$186K -5,250 -9%
CRWM
5
Castle Rock Wealth Management
California
$1.85M -$15.9K -449 -0.9%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$1.78M -$25.4K -716 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.6M -$29.8K -841 -2%
SWM
8
Spire Wealth Management
Virginia
$1.57M -$241K -6,805 -13%
Cetera Investment Advisers
9
Cetera Investment Advisers
Illinois
$1.45M -$243K -6,868 -15%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.4M +$812K +22,917 +142%
OMC
11
Old Mission Capital
Illinois
$1.38M -$6.38K -180 -0.5%
KWM
12
KFG Wealth Management
Indiana
$1.37M -$32.8K -927 -2%
Truist Financial
13
Truist Financial
North Carolina
$1.26M
Raymond James Financial
14
Raymond James Financial
Florida
$1.11M +$136K +3,852 +14%
BCM
15
Brookstone Capital Management
Illinois
$1.1M -$47.2K -1,333 -4%
LPL Financial
16
LPL Financial
California
$873K -$111K -3,143 -11%
MML Investors Services
17
MML Investors Services
Massachusetts
$774K
HI
18
Harbour Investments
Wisconsin
$562K
AF
19
Allworth Financial
California
$551K
AWM
20
AE Wealth Management
Kansas
$548K -$4.75K -134 -0.9%
WTFG
21
Wood Tarver Financial Group
Idaho
$539K -$12.2K -344 -2%
AWM
22
Axxcess Wealth Management
California
$537K
FPAS
23
Focus Partners Advisor Solutions
Missouri
$531K +$261K +7,355 +100%
MAM
24
Milestone Asset Management
Pennsylvania
$503K
FIA
25
Foundations Investment Advisors
Arizona
$468K +$463K +13,058 New

UMAY Hedge Fund Activity: Q3 2025 in Review

48 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF May (UMAY) for Q3 2025, worth a combined $37.1M — up 4.1% from $35.7M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new UMAY positions and 5 closed out — a net gain of 2 holders — while 6 added to existing stakes and 17 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $812K. The largest seller was Armis Advisers, exiting entirely with an estimated $492K sold.

  • 48 institutional investors held Innovator US Equity Ultra Buffer ETF May (UMAY) as of Q3 2025, up from 46 in Q2 2025.
  • Funds reported $37.1M of Innovator US Equity Ultra Buffer ETF May stock for Q3 2025, up 4.1% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Ultra Buffer ETF May positions in Q3 2025 and 5 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF May buyer in Q3 2025 was Susquehanna International Group, an estimated $812K added.
  • The largest Innovator US Equity Ultra Buffer ETF May seller in Q3 2025 was Armis Advisers, an estimated $492K sold.

Based on aggregated 13F filings for Q3 2025.