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Innovator US Equity Buffer ETF March

48 hedge funds and large institutions have $40.6M invested in Innovator US Equity Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 24 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3.85% less ownership

Funds ownership: 58.35%54.5% (-3.9%)

4% less funds holding

Funds holding: 5048 (-2)

13% less capital invested

Capital invested by funds: $46.9M → $40.6M (-$6.21M)

79% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 24

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
26
Arax Advisory Partners
Colorado
$413K -$3.19K -100 -0.8%
LNC
27
Lincoln National Corp
Pennsylvania
$407K
Wolverine Trading
28
Wolverine Trading
Illinois
$369K -$95.6K -3,001 -21%
Citadel Advisors
29
Citadel Advisors
Florida
$331K
VWA
30
Visionary Wealth Advisors
Illinois
$320K
BFEC
31
Benjamin F. Edwards & Company
Missouri
$288K
AWA
32
Arkadios Wealth Advisors
Georgia
$287K -$6.37K -200 -2%
BPA
33
Beacon Pointe Advisors
California
$286K -$15.9K -500 -5%
CA
34
Cetera Advisors
Colorado
$266K
LF
35
Lantz Financial
Illinois
$237K
SS
36
Sunbelt Securities
Texas
$234K
IF
37
Integrity Financial
Wyoming
$226K -$75K -2,355 -25%
CW
38
CreativeOne Wealth
Kansas
$204K -$460K -14,440 -69%
IA
39
IFP Advisors
Florida
$177K
LFG
40
Larson Financial Group
Missouri
$142K +$141K +4,422 New
UBS Group
41
UBS Group
Switzerland
$133K -$4.97K -156 -4%
HI
42
Harbour Investments
Wisconsin
$81.1K
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$48K -$527K -16,533 -92%
CIAS
44
Capital Investment Advisory Services
North Carolina
$35.1K
WCAMG
45
Woodard & Company Asset Management Group
North Carolina
$19.3K
USCWA
46
U.S. Capital Wealth Advisors
Texas
$9.3K +$9.21K +289 New
MCC
47
Money Concepts Capital
Florida
$5.79K +$5.73K +180 New
TAM
48
Tucker Asset Management
Colorado
$290
Cetera Investment Advisers
49
Cetera Investment Advisers
Illinois
-$1.36M -45,225 Closed
XF
50
XML Financial
Maryland
-$252K -8,361 Closed

BMAR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2022, worth a combined $40.6M — down 13% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMAR positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $2.29M. The largest seller was Old Mission Capital, cutting an estimated $3.46M.

  • 48 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $40.6M of Innovator US Equity Buffer ETF March stock for Q4 2022, down 13% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2022 was Cerity Partners, an estimated $2.29M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2022 was Old Mission Capital, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2022.