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Innovator US Equity Buffer ETF March

41 hedge funds and large institutions have $32.3M invested in Innovator US Equity Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $29.3M → $32.3M (+$3M)

8% more funds holding

Funds holding: 3841 (+3)

6.05% more ownership

Funds ownership: 47.92%53.96% (+6%)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHB
26
First Hawaiian Bank
Hawaii
$320K -$17K -500 -5%
AAS
27
Ameritas Advisory Services
Nebraska
$259K +$255K +7,492 New
MPCL
28
My Personal CFO LLC
Washington
$242K +$238K +7,000 New
CAN
29
Cetera Advisor Networks
California
$236K
SS
30
Sunbelt Securities
Texas
$223K -$6.7K -197 -3%
BWM
31
BCS Wealth Management
Tennessee
$213K -$5.75K -169 -3%
BFC
32
Bedel Financial Consulting
Indiana
$99K -$2.99K -88 -3%
HI
33
Harbour Investments
Wisconsin
$83K
PFGIA
34
Patriot Financial Group Insurance Agency
Massachusetts
$69K
UBS Group
35
UBS Group
Switzerland
$57K +$15.5K +455 +38%
SMG
36
Spectrum Management Group
Indiana
$41K -$4.42K -130 -10%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$41K
IF
38
Integrity Financial
Wyoming
$32K +$31.1K +913 New
IA
39
IFP Advisors
Florida
$28K
CA
40
CoreCap Advisors
Michigan
$19K +$19.2K +563 New
FFC
41
First Financial Corp
Indiana
$5K +$5.1K +150 New
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
-$388K -11,753 Closed
CCWA
43
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$252K -7,644 Closed
ACM
44
AlphaStar Capital Management
North Carolina
-$255K -7,527 Closed
SIS
45
Sound Income Strategies
Florida
-$17K -509 Closed
CAAS
46
Capital Asset Advisory Services
Michigan
-$7K -200 Closed

BMAR Hedge Fund Activity: Q4 2021 in Review

41 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2021, worth a combined $32.3M — up 10% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BMAR positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.31M. The largest seller was Osaic Holdings, cutting an estimated $498K.

  • 41 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $32.3M of Innovator US Equity Buffer ETF March stock for Q4 2021, up 10% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2021 was Cetera Investment Advisers, an estimated $1.31M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2021 was Osaic Holdings, an estimated $498K sold.

Based on aggregated 13F filings for Q4 2021.