BMAR icon

Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+18
Holders Change %
+37.5%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$3.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
3
W
WPWealth
Texas
+$2.03M
4
RJA
Raymond James & Associates
Florida
+$1.96M
5
FFA
Fragasso Financial Advisors
Pennsylvania
+$1.58M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$5.35M
2
BCM
Beck Capital Management
Texas
-$1.66M
3
OMC
Old Mission Capital
Illinois
-$793K
4
Cerity Partners
Cerity Partners
New York
-$451K
5
VWA
Visionary Wealth Advisors
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
Mutual Advisors
Nebraska
$204K +$204K +5,878 New
SS
52
Sunbelt Securities
Texas
$172K -$78.3K -2,280 -31%
LFG
53
Larson Financial Group
Missouri
$165K +$11.5K +331 +7%
IA
54
IFP Advisors
Florida
$117K -$61K -2,280 -34%
HI
55
Harbour Investments
Wisconsin
$87.3K – – –
CIA
56
Cape Investment Advisory
Georgia
$38.1K +$38.1K +1,100 New
CIAS
57
Capital Investment Advisory Services
North Carolina
$37.8K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$28.4K +$28.4K +820 New
AF
59
Advisornet Financial
Minnesota
$23.4K +$23.4K +676 New
WCAMG
60
Woodard & Company Asset Management Group
North Carolina
$20.8K – – –
CFD
61
Creative Financial Designs
Indiana
$17.3K +$17.3K +500 New
SPIA
62
Steward Partners Investment Advisory
New York
$10.4K +$10.4K +299 New
ASN
63
Advisory Services Network
Georgia
$6.1K +$6.1K +176 New
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$1.79K +$488 +14,088 +37%
AAS
65
Ameritas Advisory Services
Nebraska
$1.05K +$1.05K +30 New
TAM
66
Tucker Asset Management
Colorado
$312 – – –
BCM
67
Brookstone Capital Management
Illinois
– -$5.35M -164,325 Closed
OMC
68
Old Mission Capital
Illinois
– -$793K -24,649 Closed
VWA
69
Visionary Wealth Advisors
Illinois
– -$320K -9,931 Closed
UBS Group
70
UBS Group
Switzerland
– -$133K -4,132 Closed
USCWA
71
U.S. Capital Wealth Advisors
Texas
– -$9.3K -289 Closed
MCC
72
Money Concepts Capital
Florida
– -$5.79K -180 Closed
1 2
3