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ZMAY

Innovator Equity Defined Protection ETF - 1 Yr May

24 hedge funds and large institutions have $12.8M invested in Innovator Equity Defined Protection ETF - 1 Yr May in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 3 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

20% more funds holding

Funds holding: 2024 (+4)

8% more capital invested

Capital invested by funds: $11.9M → $12.8M (+$943K)

2.03% more ownership

Funds ownership: 32%34.03% (+2%)

50% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 6

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
3
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$1.62M -$98.5K -3,953 -6%
HI
2
Harbour Investments
Wisconsin
$1.45M -$9.94K -399 -0.7%
Raymond James Financial
3
Raymond James Financial
Florida
$1.38M -$102K -4,113 -7%
OMC
4
Old Mission Capital
Illinois
$979K +$399K +16,004 +70%
Osaic Holdings
5
Osaic Holdings
Arizona
$916K +$241K +9,687 +36%
LWA
6
Lineweaver Wealth Advisors
Ohio
$874K +$867K +34,817 New
KWA
7
Kingswood Wealth Advisors
California
$789K
KAS
8
Kestra Advisory Services
Texas
$728K
CVA
9
Central Valley Advisors
California
$647K
FFA
10
Farther Finance Advisors
California
$619K +$614K +24,655 New
BCM
11
Brookstone Capital Management
Illinois
$576K -$33.8K -1,357 -6%
ASN
12
Advisory Services Network
Georgia
$556K -$1.05K -42 -0.2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$503K +$499K +20,017 New
DFA
14
DHJJ Financial Advisors
Illinois
$299K
EWM
15
Evolution Wealth Management
Florida
$265K
KWM
16
KFG Wealth Management
Indiana
$251K
WP
17
WealthShield Partners
North Carolina
$207K
AWM
18
AE Wealth Management
Kansas
$66.7K +$15.6K +625 +31%
CA
19
CoreCap Advisors
Michigan
$25.8K
IA
20
IFP Advisors
Florida
$25.8K -$25 -1 -0.1%
GTAM
21
Global Trust Asset Management
Florida
$20.1K +$19.9K +800 New
PS
22
Principal Securities
Iowa
$7.73K
JFG
23
JDM Financial Group
Texas
$6.08K +$6.03K +242 New
UBS Group
24
UBS Group
Switzerland
$4.34K +$4.31K +173 New
Jane Street
25
Jane Street
New York
-$1.41M -56,954 Closed

ZMAY Hedge Fund Activity: Q3 2025 in Review

24 of the 7,622 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) for Q3 2025, worth a combined $12.8M — up 7.9% from $11.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new ZMAY positions and 2 closed out — a net gain of 4 holders — while 3 added to existing stakes and 6 trimmed.

The largest buyer was Lineweaver Wealth Advisors, opening a new position worth an estimated $867K. The largest seller was Jane Street, exiting entirely with an estimated $1.41M sold.

  • 24 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr May (ZMAY) as of Q3 2025, up from 20 in Q2 2025.
  • Funds reported $12.8M of Innovator Equity Defined Protection ETF - 1 Yr May stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 6 funds opened new Innovator Equity Defined Protection ETF - 1 Yr May positions in Q3 2025 and 2 closed out, a net change of +4 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr May buyer in Q3 2025 was Lineweaver Wealth Advisors, an estimated $867K added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr May seller in Q3 2025 was Jane Street, an estimated $1.41M sold.

Based on aggregated 13F filings for Q3 2025.