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Innovator US Equity Buffer ETF March
BMAR

38 hedge funds and large institutions have $29.3M invested in Innovator US Equity Buffer ETF March in 2021 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

3% less funds holding

Funds holding: 39 → 38 (-1)

2.98% less ownership

Funds ownership: 50.9% → 47.92% (-3%)

17% less capital invested

Capital invested by funds: $35.2M → $29.3M (-$5.9M)

79% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 14

Holders
38
Holders Change
-1
Holders Change %
-2.56%
% of All Funds
0.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
3
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$261K
2
ACM
AlphaStar Capital Management
North Carolina
+$250K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$138K
4
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$130K
5
SB
Strategic Blueprint
Georgia
+$51.3K

Top Sellers

Rank Fund Capital Flow
1
AA
Advisory Alpha
Michigan
-$2.86M
2
Osaic Holdings
Osaic Holdings
Arizona
-$787K
3
LNC
Lincoln National Corp
Pennsylvania
-$782K
4
TWM
Tradition Wealth Management
Minnesota
-$618K
5
OMC
Old Mission Capital
Illinois
-$491K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Ameritas Investment Company
Nebraska
$247K – – –
CAN
27
Cetera Advisor Networks
California
$225K -$66.7K -2,004 -23%
SS
28
Sunbelt Securities
Texas
$219K – – –
BWM
29
BCS Wealth Management
Tennessee
$209K – – –
BFC
30
Bedel Financial Consulting
Indiana
$98K – – –
HI
31
Harbour Investments
Wisconsin
$79K – – –
PFGIA
32
Patriot Financial Group Insurance Agency
Massachusetts
$66K – – –
SMG
33
Spectrum Management Group
Indiana
$43K +$43.4K +1,305 New
UBS Group
34
UBS Group
Switzerland
$39K -$24.8K -745 -38%
BFEC
35
Benjamin F. Edwards & Company
Missouri
$39K – – –
IA
36
IFP Advisors
Florida
$26K – – –
SIS
37
Sound Income Strategies
Florida
$17K – – –
CAAS
38
Capital Asset Advisory Services
Michigan
$7K -$5.66K -170 -46%
AA
39
Advisory Alpha
Michigan
– -$2.86M -87,015 Closed
TWM
40
Tradition Wealth Management
Minnesota
– -$618K -19,372 Closed
CFG
41
CKW Financial Group
Hawaii
– -$217K -6,605 Closed
1
2

BMAR Hedge Fund Activity: Q3 2021 in Review

38 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2021, worth a combined $29.3M — down 17% from $35.2M a quarter earlier.

Fund positioning in BMAR was balanced in Q3 2021: 3 funds opened new positions, 3 closed out, 3 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $261K. The largest seller was Advisory Alpha, exiting entirely with an estimated $2.86M sold.

  • 38 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2021, down from 39 in Q2 2021.
  • Funds reported $29.3M of Innovator US Equity Buffer ETF March stock for Q3 2021, down 17% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2021 and 3 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q3 2021 was Susquehanna International Group, an estimated $261K added.
  • The largest Innovator US Equity Buffer ETF March seller in Q3 2021 was Advisory Alpha, an estimated $2.86M sold.

Based on aggregated 13F filings for Q3 2021.