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Innovator US Equity Buffer ETF March
BMAR

99 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

4% more funds holding

Funds holding: 95 → 99 (+4)

4% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 26

4% less ownership

Funds ownership: 69.5% → 65.5% (-4%)

14% less capital invested

Capital invested by funds: $130M → $111M (-$18.2M)

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$4.92M
2
PCM
Penserra Capital Management
California
+$926K
3
Jane Street
Jane Street
New York
+$919K
4
Osaic Holdings
Osaic Holdings
Arizona
+$745K
5
KAS
Kestra Advisory Services
Texas
+$689K

Top Sellers

Rank Fund Capital Flow
1
PCS
Personal CFO Solutions
New Jersey
-$11M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.27M
3
W
WPWealth
Texas
-$1.39M
4
PI
PFG Investments
New York
-$838K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$671K
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
26
Snowden Capital Advisors
New York
$1.05M -$30.9K -740 -3%
BCM
27
Beck Capital Management
Texas
$1.04M -$138K -3,313 -12%
IIA
28
Integral Investment Advisors
California
$1.01M – – –
Jane Street
29
Jane Street
New York
$949K +$919K +21,984 New
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$929K – – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$915K -$671K -16,057 -43%
LPL Financial
32
LPL Financial
California
$910K +$199K +4,759 +29%
SB
33
Strategic Blueprint
Georgia
$904K +$17.3K +414 +2%
OMC
34
Old Mission Capital
Illinois
$898K +$586K +14,013 +207%
CPRC
35
Consolidated Portfolio Review Corp
New York
$875K +$7.19K +172 +0.9%
BPA
36
Beacon Pointe Advisors
California
$820K +$64.7K +1,547 +9%
TC
37
TownSquare Capital
Utah
$780K -$124K -2,978 -14%
LF
38
Lantz Financial
Illinois
$761K – – –
OWA
39
Outlook Wealth Advisors
Texas
$760K +$412K +9,858 +3%
DFA
40
DHJJ Financial Advisors
Illinois
$671K -$13.6K -325 -2%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$659K +$618K +14,779 +3,054%
CA
42
CoreCap Advisors
Michigan
$656K -$523K -12,513 -45%
JP Morgan Chase
43
JP Morgan Chase
New York
$645K +$624K +14,939 New
HWM
44
HFG Wealth Management
Texas
$623K +$603K +14,424 New
BIM
45
Bullseye Investment Management
Ohio
$620K +$601K +14,383 New
CG
46
Castellan Group
Kentucky
$596K -$192K -4,600 -25%
SWA
47
Stratos Wealth Advisors
Ohio
$591K – – –
BWM
48
BCS Wealth Management
Tennessee
$591K -$878 -21 -0.2%
AFP
49
Ausdal Financial Partners
Iowa
$586K +$17.3K +414 +3%
AAP
50
Arax Advisory Partners
Colorado
$555K +$3.09K +74 +0.6%
1
2
3 4 5

BMAR Hedge Fund Activity: Q2 2024 in Review

99 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2024, worth a combined $111M — down 14% from $130M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BMAR positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $4.92M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11M sold.

  • 99 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2024, up from 95 in Q1 2024.
  • Funds reported $111M of Innovator US Equity Buffer ETF March stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2024 and 6 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q2 2024 was Brookstone Capital Management, an estimated $4.92M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q2 2024 was Personal CFO Solutions, an estimated $11M sold.

Based on aggregated 13F filings for Q2 2024.