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Innovator US Equity Buffer ETF March

50 hedge funds and large institutions have $46.9M invested in Innovator US Equity Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 6 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.06% more ownership

Funds ownership: 58.29%58.35% (+0.06%)

4% less capital invested

Capital invested by funds: $48.9M → $46.9M (-$2.02M)

4% less funds holding

Funds holding: 5250 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

74% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 23

Holders
50
Holders Change
-2
Holders Change %
-3.85%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
6
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
26
AE Wealth Management
Kansas
$539K -$20.8K -645 -3%
BA
27
Bellwether Advisors
Nebraska
$489K -$27.3K -848 -5%
OCM
28
Orion Capital Management
California
$452K
RPGK
29
Retirement Planning Group (Kansas)
Kansas
$448K
Wolverine Trading
30
Wolverine Trading
Illinois
$440K -$79.6K -2,470 -15%
AAP
31
Arax Advisory Partners
Colorado
$390K +$12.1K +376 +3%
LNC
32
Lincoln National Corp
Pennsylvania
$382K
Citadel Advisors
33
Citadel Advisors
Florida
$310K -$5.48K -170 -2%
VWA
34
Visionary Wealth Advisors
Illinois
$300K +$320K +9,931 New
IF
35
Integrity Financial
Wyoming
$283K
BPA
36
Beacon Pointe Advisors
California
$282K -$6.48K -201 -2%
AWA
37
Arkadios Wealth Advisors
Georgia
$275K
BFEC
38
Benjamin F. Edwards & Company
Missouri
$270K
XF
39
XML Financial
Maryland
$252K +$269K +8,361 New
CA
40
Cetera Advisors
Colorado
$250K
LF
41
Lantz Financial
Illinois
$222K -$30.2K -938 -11%
SS
42
Sunbelt Securities
Texas
$220K -$135K -4,182 -36%
IA
43
IFP Advisors
Florida
$177K
SOS
44
Silver Oak Securities
Tennessee
$171K +$152K +4,709 New
UBS Group
45
UBS Group
Switzerland
$129K +$112K +3,487 +435%
HI
46
Harbour Investments
Wisconsin
$78K
APA
47
American Portfolios Advisors
New York
$53.5K
CIAS
48
Capital Investment Advisory Services
North Carolina
$33K -$48.7K -1,510 -58%
WCAMG
49
Woodard & Company Asset Management Group
North Carolina
$18K
TAM
50
Tucker Asset Management
Colorado
$287

BMAR Hedge Fund Activity: Q3 2022 in Review

50 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2022, worth a combined $46.9M — down 4.1% from $48.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BMAR and 3 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 6 added.

The largest buyer was Old Mission Capital, adding an estimated $4.05M. The largest seller was Brookstone Capital Management, cutting an estimated $2.9M.

  • 50 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2022, down from 52 in Q2 2022.
  • Funds reported $46.9M of Innovator US Equity Buffer ETF March stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 3 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2022 and 5 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q3 2022 was Old Mission Capital, an estimated $4.05M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q3 2022 was Brookstone Capital Management, an estimated $2.9M sold.

Based on aggregated 13F filings for Q3 2022.