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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

66 hedge funds and large institutions have $50.9M invested in Innovator US Equity Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
-4
Holders Change %
-5.71%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
14
Reduced
21
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
$4.74M
2
OMC
Old Mission Capital
Illinois
$1.45M
3
TC
TownSquare Capital
Utah
$1.04M
4
MHS
M Holdings Securities
Oregon
$400K
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
$321K

Top Sellers

1
NA
NewEdge Advisors
Louisiana
$0
2
RJA
Raymond James & Associates
Florida
$1.02M
3
W
WPWealth
Texas
$1.6M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$153K
5
Truist Financial
Truist Financial
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$207K – – –
MA
52
Mutual Advisors
Nebraska
$206K +$36 +1 +0%
Lido Advisors
53
Lido Advisors
California
$204K +$204K +5,602 New
SS
54
Sunbelt Securities
Texas
$182K – – –
SOS
55
Silver Oak Securities
Tennessee
$171K -$134K -3,692 -44%
IA
56
IFP Advisors
Florida
$159K – – –
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$153K -$359K -9,889 -70%
LFG
58
Larson Financial Group
Missouri
$145K – – –
HI
59
Harbour Investments
Wisconsin
$139K +$47.2K +1,299 +52%
CIA
60
Cape Investment Advisory
Georgia
$40K – – –
CIAS
61
Capital Investment Advisory Services
North Carolina
$34.5K -$5.09K -140 -13%
AF
62
Advisornet Financial
Minnesota
$24.6K – – –
CFD
63
Creative Financial Designs
Indiana
$18.2K – – –
SPIA
64
Steward Partners Investment Advisory
New York
$10.9K – – –
TAM
65
Tucker Asset Management
Colorado
$327 – – –
Fidelity Investments
66
Fidelity Investments
Massachusetts
$182 +$182 +5 New
NA
67
NewEdge Advisors
Louisiana
– -$3.87M -104,344 Closed
Truist Financial
68
Truist Financial
North Carolina
– -$304K -8,194 Closed
SWP
69
Summit Wealth Partners
Florida
– -$300K -8,084 Closed
AWA
70
Arkadios Wealth Advisors
Georgia
– -$295K -7,937 Closed
Goldman Sachs
71
Goldman Sachs
New York
– -$268K -7,234 Closed
JWBC
72
John W. Brooker & Co
California
– -$223K -6,000 Closed
KAS
73
Kestra Advisory Services
Texas
– -$202K -5,440 Closed
PIAS
74
PCA Investment Advisory Services
Ohio
– -$148K -3,977 Closed
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
– -$29.5K -794 Closed
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