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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

66 hedge funds and large institutions have $51.8M invested in Innovator US Equity Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+18
Holders Change %
+37.5%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$3.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
3
W
WPWealth
Texas
+$2.03M
4
RJA
Raymond James & Associates
Florida
+$1.96M
5
FFA
Fragasso Financial Advisors
Pennsylvania
+$1.58M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$5.35M
2
BCM
Beck Capital Management
Texas
-$1.66M
3
OMC
Old Mission Capital
Illinois
-$793K
4
Cerity Partners
Cerity Partners
New York
-$451K
5
VWA
Visionary Wealth Advisors
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
26
Bellwether Advisors
Nebraska
$534K -$11.5K -333 -2%
BPA
27
Beacon Pointe Advisors
California
$534K +$226K +6,508 +73%
Citadel Advisors
28
Citadel Advisors
Florida
$530K +$174K +5,007 +49%
CW
29
CreativeOne Wealth
Kansas
$507K +$287K +8,275 +130%
LF
30
Lantz Financial
Illinois
$505K +$249K +7,195 +98%
KF
31
Krilogy Financial
Missouri
$482K +$482K +13,900 New
RPGK
32
Retirement Planning Group (Kansas)
Kansas
$460K -$3.19K -92 -0.7%
SPC
33
Sigma Planning Corp
Michigan
$454K +$454K +13,100 New
AAP
34
Arax Advisory Partners
Colorado
$442K -$2.46K -71 -0.6%
OCM
35
Orion Capital Management
California
$432K -$17.3K -500 -4%
WCG
36
Weaver Consulting Group
California
$426K +$426K +12,297 New
VFPW
37
Vantage Financial Partners (Wisconsin)
Wisconsin
$340K +$340K +9,823 New
Wolverine Trading
38
Wolverine Trading
Illinois
$334K -$59K -1,720 -15%
BFEC
39
Benjamin F. Edwards & Company
Missouri
$310K +$346 +10 +0.1%
AWA
40
Arkadios Wealth Advisors
Georgia
$291K -$17.7K -510 -6%
SOS
41
Silver Oak Securities
Tennessee
$291K +$291K +8,401 New
SWP
42
Summit Wealth Partners
Florida
$280K +$280K +8,084 New
RA
43
RFG Advisory
Alabama
$250K +$250K +7,207 New
IF
44
Integrity Financial
Wyoming
$244K – – –
BFA
45
Beacon Financial Advisory
Ohio
$239K +$239K +6,886 New
CPIG
46
Chicago Partners Investment Group
Illinois
$234K +$234K +6,675 New
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$228K +$176K +5,091 +339%
Truist Financial
48
Truist Financial
North Carolina
$223K +$223K +6,440 New
PCS
49
Personal CFO Solutions
New Jersey
$214K +$214K +6,169 New
JWBC
50
John W. Brooker & Co
California
$210K +$210K +6,000 New
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