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Innovator US Equity Buffer ETF March
BMAR

97 hedge funds and large institutions have $109M invested in Innovator US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 95 → 97 (+2)

0.66% more ownership

Funds ownership: 62.12% → 62.78% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $111M → $109M (-$1.84M)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
9
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$1.8M
2
KAS
Kestra Advisory Services
Texas
+$1.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$694K
4
IPW
Impact Partnership Wealth
Georgia
+$401K
5
CW
CreativeOne Wealth
Kansas
+$350K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
2
MML Investors Services
MML Investors Services
Massachusetts
-$1.05M
3
Jane Street
Jane Street
New York
-$952K
4
Osaic Holdings
Osaic Holdings
Arizona
-$883K
5
FFA
Fragasso Financial Advisors
Pennsylvania
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1M -$1.1M -24,083 -53%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$970K +$694K +15,133 +257%
CPRC
28
Consolidated Portfolio Review Corp
New York
$942K +$5.96K +130 +0.6%
SB
29
Strategic Blueprint
Georgia
$896K -$22.2K -485 -2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$878K -$115K -2,500 -12%
BPA
31
Beacon Pointe Advisors
California
$872K -$2.75K -60 -0.3%
NG
32
Novem Group
New York
$852K +$847K +18,469 New
RA
33
RFG Advisory
Alabama
$846K -$337K -7,350 -29%
LF
34
Lantz Financial
Illinois
$814K – – –
DFA
35
DHJJ Financial Advisors
Illinois
$716K -$917 -20 -0.1%
HWM
36
HFG Wealth Management
Texas
$699K +$50.4K +1,098 +8%
SWA
37
Stratos Wealth Advisors
Ohio
$631K -$1.01K -22 -0.2%
AFP
38
Ausdal Financial Partners
Iowa
$628K +$1.47K +32 +0.2%
AAP
39
Arax Advisory Partners
Colorado
$588K – – –
TF
40
Trek Financial
Arizona
$584K – – –
FA
41
FSA Advisors
Michigan
$563K – – –
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$559K – – –
BA
43
Bellwether Advisors
Nebraska
$523K – – –
SPC
44
Sigma Planning Corp
Michigan
$519K -$19K -415 -4%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$498K – – –
BWM
46
BCS Wealth Management
Tennessee
$480K -$150K -3,266 -24%
BEI
47
Benjamin Edwards Inc
Missouri
$458K – – –
CG
48
Castellan Group
Kentucky
$453K – – –
PWMG
49
Pinnacle Wealth Management Group
Michigan
$406K – – –
IPW
50
Impact Partnership Wealth
Georgia
$403K +$401K +8,738 New
1
2
3 4 5

BMAR Hedge Fund Activity: Q4 2024 in Review

97 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2024, worth a combined $109M — down 1.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BMAR positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 41 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.1M.

  • 97 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $109M of Innovator US Equity Buffer ETF March stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $1.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2024 was Envestnet Asset Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2024.