Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Innovator Etfs Trust (IMAY)

50 + Investors. Track Smart Money conviction in IMAY. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
2Q ▼
Buyers last Q
25%

Smart Money Signals — IMAY

Based on 30 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds reduced or closed their IMAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 2.0Y peak

91% of all-time peak
30 funds currently hold this stock — 91% of the 2.0-year high of 33 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
🚀

Fast accumulation — +275% more funds vs a year ago

fund count last 6Q
+22 new funds entered over the past year (+275% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🔴

Heavy selling pressure — only 25% buying

5 buying15 selling
Last quarter: 15 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.
➡️

Steady new buyers — ~2 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 22 → 5 → 2 → 2. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 13% entered in last year

■ 0% conviction (2yr+) ■ 87% medium ■ 13% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

2 → 22 → 5 → 2 → 2 new funds/Q
New funds entering each quarter: 22 → 5 → 2 → 2. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
🌱

Early stage — 77% of holders entered in last year

■ 0% veterans ■ 23% 1-2yr ■ 77% new
Of 30 current holders: 23 (77%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 3% AUM from top-100

3% from top-100 AUM funds
1 of 30 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IMAY

In 2026 Q1, 5 hedge funds were net buyers of IMAY (2 opened a new position, 3 added to an existing one), while 15 reduced or exited (12 trimmed, 3 sold completely) — a 25% buyer ratio, indicating net institutional distribution. Net selling has persisted for two consecutive quarters. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 30.

Hedge Fund Ownership: IMAY

How many hedge funds hold IMAY — quarterly history vs. share price
Quarterly hedge fund ownership of IMAY vs. share price

Market Analysis: IMAY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IMAY

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: IMAY
50 + Investors

Track Smart Money conviction in IMAY. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 50 30 66.67%
13F Shares 1M 673K 60.76%
Total Value $34M $20M 69.27%
New Positions 21 2 +19
Increased Positions 18 3 +15
Closed Positions 1 3 -2
Reduced Positions 7 12 -5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IMAY

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Financial Highlights

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Institutional Holders (2026 Q2)

50 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IMAY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IMAY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corrado Advisors, LLC 1.08% 74,157 $2.4M
2 Red Crane Wealth Management, LLC 0.33% 14,022 $445K
3 Wealthgarden F.S. LLC 0.29% 16,143 $512K
4 Diligent Investors, LLC 0.26% 37,350 $1.2M
5 First Commonwealth Financial Corp /Pa/ 0.24% 53,159 $1.7M
6 Ponta Wealth Partners, LLC 0.23% 13,683 $434K
7 Gill Capital Partners, LLC 0.13% 15,772 $500K
8 Lantz Financial LLC 0.12% 20,772 $659K
9 Cornerstone Wealth, LLC/TN 0.12% 7,452 $238K
10 WPWealth LLP 0.12% 25,047 $795K
11 DHJJ Financial Advisors, Ltd. 0.11% 11,965 $380K
12 Worth Financial Advisory Group, LLC 0.10% 7,553 $240K
13 D.B. Root & Company, LLC 0.06% 8,988 $285K
14 Beacon Financial Advisory LLC 0.05% 8,517 $270K
15 Wealth Alliance, LLC 0.04% 16,044 $509K
16 Fiduciary Financial Group, LLC 0.03% 9,533 $302K
17 Integrity Advisory Solutions, LLC 0.03% 10,455 $332K
18 CRA Financial Services, LLC 0.03% 7,900 $251K
19 Syon Capital LLC 0.03% 20,780 $659K
20 PFG Advisors 0.02% 15,492 $491K
21 Centaurus Financial, INC. 0.02% 12,600 $400K
22 Jefferies Financial Group Inc. 0.01% 68,745 $2.2M
23 Trek Financial, LLC 0.01% 7,475 $237K
24 Ameritas Advisory Services, LLC 0.01% 18,000 $571K
25 Phillips Financial Management, LLC 0.01% 4,511 $143K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Innovator Etfs Trust (IMAY)

What does the Smart Money Trend signal show for IMAY?

Selling streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds reduced or closed their IMAY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IMAY?

Heavy selling pressure — only 25% buying: Last quarter: 15 funds sold vs only 5 buyers. This is widespread institutional distribution — not a few funds rebalancing, but a broad exit. High conviction bearish signal.

What is the fund quality score for IMAY holders?

Smaller funds dominant — 3% AUM from top-100: 1 of 30 holders rank in the top 100 by AUM, but together hold only 3% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held IMAY?

Mostly new holders — 13% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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