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Innovator US Equity Buffer ETF March

52 hedge funds and large institutions have $48.9M invested in Innovator US Equity Buffer ETF March in 2022 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 59.11%58.29% (-0.82%)

2% less funds holding

Funds holding: 5352 (-1)

7% less capital invested

Capital invested by funds: $52.7M → $48.9M (-$3.79M)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BA
26
Bellwether Advisors
Nebraska
$528K
Wolverine Trading
27
Wolverine Trading
Illinois
$528K +$339K +10,368 +158%
OCM
28
Orion Capital Management
California
$463K
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$459K -$287K -8,762 -37%
LNC
30
Lincoln National Corp
Pennsylvania
$391K
AAP
31
Arax Advisory Partners
Colorado
$388K -$13.1K -400 -3%
SS
32
Sunbelt Securities
Texas
$355K
Citadel Advisors
33
Citadel Advisors
Florida
$324K +$149K +4,552 +77%
BPA
34
Beacon Pointe Advisors
California
$296K +$314K +9,591 New
IF
35
Integrity Financial
Wyoming
$290K -$3.08K -94 -1%
AWA
36
Arkadios Wealth Advisors
Georgia
$282K +$8.05K +246 +3%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$277K
LF
38
Lantz Financial
Illinois
$257K -$1.58M -48,137 -85%
CA
39
Cetera Advisors
Colorado
$256K
OMC
40
Old Mission Capital
Illinois
$234K +$247K +7,551 New
AAS
41
Ameritas Advisory Services
Nebraska
$233K
MPCL
42
My Personal CFO LLC
Washington
$217K
KF
43
Krilogy Financial
Missouri
$211K -$61.4K -1,875 -22%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$204K +$216K +6,595 New
IA
45
IFP Advisors
Florida
$177K
CIAS
46
Capital Investment Advisory Services
North Carolina
$80K -$11.5K -350 -12%
HI
47
Harbour Investments
Wisconsin
$78K +$82.4K +2,519 New
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$62K
APA
49
American Portfolios Advisors
New York
$54.9K
UBS Group
50
UBS Group
Switzerland
$25K -$31.9K -976 -55%

BMAR Hedge Fund Activity: Q2 2022 in Review

52 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2022, worth a combined $48.9M — down 7.2% from $52.7M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of BMAR and 5 opened new positions — a net loss of 1 holder — while 18 trimmed existing stakes and 12 added.

The largest buyer was Round Table Services, adding an estimated $1.63M. The largest seller was Lantz Financial, cutting an estimated $1.58M.

  • 52 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2022, down from 53 in Q1 2022.
  • Funds reported $48.9M of Innovator US Equity Buffer ETF March stock for Q2 2022, down 7.2% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2022 and 6 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Buffer ETF March buyer in Q2 2022 was Round Table Services, an estimated $1.63M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q2 2022 was Lantz Financial, an estimated $1.58M sold.

Based on aggregated 13F filings for Q2 2022.