BMAR icon

Innovator US Equity Buffer ETF March

70 hedge funds and large institutions have $58.6M invested in Innovator US Equity Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$563K -$44.7K -1,204 -7%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$563K +$563K +15,165 New
BA
28
Bellwether Advisors
Nebraska
$560K -$11.6K -312 -2%
TC
29
TownSquare Capital
Utah
$550K +$550K +14,811 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$546K +$546K +14,710 New
LF
31
Lantz Financial
Illinois
$546K +$5.38K +145 +1%
MML Investors Services
32
MML Investors Services
Massachusetts
$536K +$536K +14,439 New
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$524K +$279K +7,518 +114%
Cerity Partners
34
Cerity Partners
New York
$519K -$1.67M -45,018 -76%
CA
35
CoreCap Advisors
Michigan
$503K +$503K +13,542 New
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$492K
AAP
37
Arax Advisory Partners
Colorado
$471K -$1.82K -49 -0.4%
BPA
38
Beacon Pointe Advisors
California
$470K -$101K -2,735 -18%
SCA
39
Snowden Capital Advisors
New York
$443K +$443K +11,925 New
OCM
40
Orion Capital Management
California
$436K -$26.5K -714 -6%
KF
41
Krilogy Financial
Missouri
$415K -$101K -2,710 -19%
WCG
42
Weaver Consulting Group
California
$374K -$81.8K -2,205 -18%
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$365K
BFEC
44
Benjamin F. Edwards & Company
Missouri
$332K
BWM
45
Brown Wealth Management
Illinois
$329K +$329K +8,878 New
SOS
46
Silver Oak Securities
Tennessee
$312K
Truist Financial
47
Truist Financial
North Carolina
$304K +$65.1K +1,754 +27%
SWP
48
Summit Wealth Partners
Florida
$300K
AWA
49
Arkadios Wealth Advisors
Georgia
$295K -$17.3K -465 -6%
SPC
50
Sigma Planning Corp
Michigan
$291K -$195K -5,260 -40%