Innovator US Equity Buffer ETF March
BMAR
66 hedge funds and large institutions have $51.8M invested in Innovator US Equity Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.
317% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 6
38% more funds holding
Funds holding: 48 → 66 (+18)
27% more capital invested
Capital invested by funds: $40.6M → $51.8M (+$11.1M)
27% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 15
2.6% less ownership
Funds ownership: 54.5% → 51.9% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$3.5M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2M |
| 3 |
W
WPWealth
Fort Worth,
Texas
|
+$1.96M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.89M |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
+$1.52M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.35M |
| 2 |
BCM
Beck Capital Management
Austin,
Texas
|
-$1.61M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$793K |
| 4 |
Cerity Partners
New York
|
-$436K |
| 5 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$320K |
BMAR Hedge Fund Activity: Q1 2023 in Review
66 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2023, worth a combined $51.8M — up 27% from $40.6M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new BMAR positions and 6 closed out — a net gain of 19 holders — while 19 added to existing stakes and 15 trimmed.
The largest buyer was NewEdge Advisors, opening a new position worth an estimated $3.5M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $5.35M sold.
- 66 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2023, up from 48 in Q4 2022.
- Funds reported $51.8M of Innovator US Equity Buffer ETF March stock for Q1 2023, up 27% quarter-over-quarter.
- 25 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2023 and 6 closed out, a net change of +19 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q1 2023 was NewEdge Advisors, an estimated $3.5M added.
- The largest Innovator US Equity Buffer ETF March seller in Q1 2023 was Brookstone Capital Management, an estimated $5.35M sold.
Based on aggregated 13F filings for Q1 2023.