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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

66 hedge funds and large institutions have $50.9M invested in Innovator US Equity Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.74M
2
OMC
Old Mission Capital
Illinois
$1.45M
3
TC
TownSquare Capital
Utah
$1.04M
4
MHS
M Holdings Securities
Oregon
$400K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$321K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$0
2
RJA
Raymond James & Associates
Florida
$1.02M
3
W
WPWealth
Texas
$1.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153K
5
Truist Financial
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$551K – – –
BA
27
Bellwether Advisors
Nebraska
$548K – – –
BPA
28
Beacon Pointe Advisors
California
$541K +$81.2K +2,236 +18%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$534K – – –
LF
30
Lantz Financial
Illinois
$532K -$2.91K -80 -0.5%
SCA
31
Snowden Capital Advisors
New York
$531K +$98.1K +2,700 +23%
CA
32
CoreCap Advisors
Michigan
$521K +$28.5K +785 +6%
Cerity Partners
33
Cerity Partners
New York
$508K – – –
RPGK
34
Retirement Planning Group (Kansas)
Kansas
$482K – – –
AAP
35
Arax Advisory Partners
Colorado
$460K -$1.64K -45 -0.4%
OCM
36
Orion Capital Management
California
$427K – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$418K -$106K -2,929 -20%
KF
38
Krilogy Financial
Missouri
$407K – – –
MHS
39
M Holdings Securities
Oregon
$400K +$400K +11,010 New
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$392K -$159K -4,385 -29%
VFPW
41
Vantage Financial Partners (Wisconsin)
Wisconsin
$338K -$18.9K -521 -5%
WCG
42
Weaver Consulting Group
California
$329K -$37.8K -1,040 -10%
BFEC
43
Benjamin F. Edwards & Company
Missouri
$325K – – –
BWM
44
Brown Wealth Management
Illinois
$323K – – –
Wealth Enhancement Advisory Services
45
Wealth Enhancement Advisory Services
Minnesota
$321K +$321K +8,827 New
PWMG
46
Pinnacle Wealth Management Group
Michigan
$320K +$320K +8,800 New
SPC
47
Sigma Planning Corp
Michigan
$262K -$22.5K -619 -8%
RA
48
RFG Advisory
Alabama
$262K – – –
BFA
49
Beacon Financial Advisory
Ohio
$250K – – –
IF
50
Integrity Financial
Wyoming
$215K -$3.63K -100 -2%
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2
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