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Innovator US Equity Buffer ETF March
BMAR

95 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

151% more capital invested

Capital invested by funds: $51.6M → $130M (+$78.1M)

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

38% more funds holding

Funds holding: 69 → 95 (+26)

14.75% more ownership

Funds ownership: 54.75% → 69.5% (+15%)

Holders
95
Holders Change
+26
Holders Change %
+37.68%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
37
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Outlook Wealth Advisors
Texas
+$14.8M
2
PCS
Personal CFO Solutions
New Jersey
+$10.7M
3
BCM
Brookstone Capital Management
Illinois
+$9.5M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$4.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$969K
2
OMC
Old Mission Capital
Illinois
-$665K
3
TC
TownSquare Capital
Utah
-$457K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$383K
5
SOS
Silver Oak Securities
Tennessee
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
CoreCap Advisors
Michigan
$1.15M +$516K +12,724 +85%
BCM
27
Beck Capital Management
Texas
$1.14M -$113K -2,797 -9%
RJA
28
Raymond James & Associates
Florida
$1.14M +$36.4K +899 +3%
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$1.13M +$488K +12,045 +79%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$1.09M +$1.07M +26,278 New
RA
31
RFG Advisory
Alabama
$1.07M +$747K +18,422 +256%
SI
32
Stephens Inc
Arkansas
$1.06M +$1.03M +25,432 New
SCA
33
Snowden Capital Advisors
New York
$1.05M +$426K +10,519 +72%
IIA
34
Integral Investment Advisors
California
$968K -$14K -346 -1%
CA
35
Cetera Advisors
Colorado
$941K +$416K +10,270 +83%
Mercer Global Advisors
36
Mercer Global Advisors
Colorado
$897K +$873K +21,524 New
TC
37
TownSquare Capital
Utah
$877K -$457K -11,268 -35%
SB
38
Strategic Blueprint
Georgia
$855K +$18.2K +449 +2%
CPRC
39
Consolidated Portfolio Review Corp
New York
$838K +$815K +20,106 New
PI
40
PFG Investments
New York
$838K +$815K +20,106 New
CG
41
Castellan Group
Kentucky
$767K +$746K +18,398 New
BWM
42
Buska Wealth Management
Wisconsin
$751K +$730K +18,018 New
VFPW
43
Vantage Financial Partners (Wisconsin)
Wisconsin
$741K +$369K +9,091 +105%
LF
44
Lantz Financial
Illinois
$735K +$130K +3,201 +22%
BPA
45
Beacon Pointe Advisors
California
$727K +$178K +4,391 +34%
LPL Financial
46
LPL Financial
California
$680K +$293K +7,235 +80%
DFA
47
DHJJ Financial Advisors
Illinois
$661K -$94.1K -2,321 -13%
BWM
48
BCS Wealth Management
Tennessee
$571K +$555K +13,699 New
SWA
49
Stratos Wealth Advisors
Ohio
$571K +$555K +13,695 New
AFP
50
Ausdal Financial Partners
Iowa
$548K +$533K +13,156 New
1
2
3 4 5

BMAR Hedge Fund Activity: Q1 2024 in Review

95 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2024, worth a combined $130M — up 151% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BMAR positions and 6 closed out — a net gain of 26 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $14.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $969K sold.

  • 95 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Buffer ETF March stock for Q1 2024, up 151% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2024 and 6 closed out, a net change of +26 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2024 was Outlook Wealth Advisors, an estimated $14.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2024 was AE Wealth Management, an estimated $969K sold.

Based on aggregated 13F filings for Q1 2024.