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Innovator US Equity Buffer ETF March
BMAR

100 hedge funds and large institutions have $114M invested in Innovator US Equity Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

7.28% more ownership

Funds ownership: 57.81% → 65.09% (+7.3%)

2% more funds holding

Funds holding: 98 → 100 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $115M → $114M (-$1.54M)

88% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 48

Holders
100
Holders Change
+2
Holders Change %
+2.04%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
6
Reduced
48
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPCL
My Personal CFO LLC
Washington
+$2.52M
2
Lido Advisors
Lido Advisors
California
+$861K
3
BPA
Beacon Pointe Advisors
California
+$854K
4
AAP
Arax Advisory Partners
Colorado
+$607K
5
BWM
BCS Wealth Management
Tennessee
+$558K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.82M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.67M
3
CPRC
Consolidated Portfolio Review Corp
New York
-$1.13M
4
Cerity Partners
Cerity Partners
New York
-$744K
5
CA
Corrado Advisors
New Jersey
-$638K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Beck Capital Management
Texas
$1.14M -$20.9K -400 -2%
BWM
27
BCS Wealth Management
Tennessee
$1.13M +$558K +10,689 +100%
CB
28
Chris Bulman
California
$1.08M -$39.9K -765 -4%
Mercer Global Advisors
29
Mercer Global Advisors
Colorado
$1.01M – – –
WCG
30
Weaver Consulting Group
California
$958K -$22.3K -428 -2%
FA
31
FSA Advisors
Michigan
$925K -$7.09K -136 -0.8%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$900K -$30.7K -589 -3%
Lido Advisors
33
Lido Advisors
California
$875K +$861K +16,500 New
OMC
34
Old Mission Capital
Illinois
$854K -$396K -7,585 -32%
JP Morgan Chase
35
JP Morgan Chase
New York
$852K +$522 +10 +0.1%
MML Investors Services
36
MML Investors Services
Massachusetts
$843K +$77K +1,476 +10%
DFA
37
DHJJ Financial Advisors
Illinois
$781K -$10.4K -199 -1%
BRPW
38
Ballast Rock Private Wealth
South Carolina
$730K +$718K +13,763 New
AFP
39
Ausdal Financial Partners
Iowa
$714K -$9.18K -176 -1%
SB
40
Strategic Blueprint
Georgia
$695K -$11K -210 -2%
TF
41
Trek Financial
Arizona
$671K – – –
NG
42
Novem Group
New York
$664K – – –
AAP
43
Arax Advisory Partners
Colorado
$617K +$607K +11,633 New
BEI
44
Benjamin Edwards Inc
Missouri
$578K -$15.7K -300 -3%
BA
45
Bellwether Advisors
Nebraska
$568K – – –
VFPW
46
Vantage Financial Partners (Wisconsin)
Wisconsin
$554K – – –
SPC
47
Sigma Planning Corp
Michigan
$511K -$1.72K -33 -0.3%
SWP
48
Summit Wealth Partners
Florida
$443K – – –
TWM
49
TopTier Wealth Management
Wisconsin
$418K +$411K +7,875 New
CA
50
Corrado Advisors
New Jersey
$417K -$638K -12,223 -61%
1
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3 4 5

BMAR Hedge Fund Activity: Q4 2025 in Review

100 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2025, worth a combined $114M — down 1.3% from $115M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BMAR positions and 11 closed out — a net gain of 3 holders — while 6 added to existing stakes and 48 trimmed.

The largest buyer was My Personal CFO LLC, opening a new position worth an estimated $2.52M. The largest seller was Envestnet Asset Management, cutting an estimated $1.82M.

  • 100 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2025, up from 98 in Q3 2025.
  • Funds reported $114M of Innovator US Equity Buffer ETF March stock for Q4 2025, down 1.3% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2025 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2025 was My Personal CFO LLC, an estimated $2.52M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2025 was Envestnet Asset Management, an estimated $1.82M sold.

Based on aggregated 13F filings for Q4 2025.