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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

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
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.29%
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

1
PCM
Penserra Capital Management
California
$15.3M
2
KAS
Kestra Advisory Services
Texas
$2.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$970K
4
IPW
Impact Partnership Wealth
Georgia
$403K
5
CW
CreativeOne Wealth
Kansas
$352K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1M
2
MML Investors Services
MML Investors Services
Massachusetts
$353K
3
Jane Street
Jane Street
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$5.67M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1M -$1.11M -24,083 -53%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$970K +$698K +15,133 +257%
CPRC
28
Consolidated Portfolio Review Corp
New York
$942K +$6K +130 +0.6%
SB
29
Strategic Blueprint
Georgia
$896K -$22.4K -485 -2%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$878K -$115K -2,500 -12%
BPA
31
Beacon Pointe Advisors
California
$872K -$2.77K -60 -0.3%
NG
32
Novem Group
New York
$852K +$852K +18,469 New
RA
33
RFG Advisory
Alabama
$846K -$339K -7,350 -29%
LF
34
Lantz Financial
Illinois
$814K – – –
DFA
35
DHJJ Financial Advisors
Illinois
$716K -$923 -20 -0.1%
HWM
36
HFG Wealth Management
Texas
$699K +$49.4K +1,098 +8%
SWA
37
Stratos Wealth Advisors
Ohio
$631K -$1.02K -22 -0.2%
AFP
38
Ausdal Financial Partners
Iowa
$628K +$1.48K +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 -$19.1K -415 -4%
VFPW
45
Vantage Financial Partners (Wisconsin)
Wisconsin
$498K – – –
BWM
46
BCS Wealth Management
Tennessee
$480K -$151K -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 +$403K +8,738 New
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