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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

69 hedge funds and large institutions have $51.6M invested in Innovator US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
69
Holders Change
+3
Holders Change %
+4.55%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
7
Reduced
32
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$892K
2
LPL Financial
LPL Financial
California
+$360K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$227K
4
CA
Continuum Advisory
Idaho
+$218K
5
KAS
Kestra Advisory Services
Texas
+$215K

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$1.43M
2
Citadel Advisors
Citadel Advisors
Florida
-$803K
3
OMC
Old Mission Capital
Illinois
-$660K
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$534K
5
KF
Krilogy Financial
Missouri
-$407K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$226K – – –
MA
52
Mutual Advisors
Nebraska
$222K -$2.58K -65 -1%
CA
53
Continuum Advisory
Idaho
$218K +$218K +5,508 New
KAS
54
Kestra Advisory Services
Texas
$215K +$215K +5,440 New
IF
55
Integrity Financial
Wyoming
$205K -$29.1K -734 -12%
SS
56
Sunbelt Securities
Texas
$198K – – –
HI
57
Harbour Investments
Wisconsin
$151K – – –
LFG
58
Larson Financial Group
Missouri
$151K -$6.69K -169 -4%
UBS Group
59
UBS Group
Switzerland
$113K +$113K +2,863 New
IA
60
IFP Advisors
Florida
$97K -$76.8K -1,940 -44%
CP
61
Castleview Partners
Texas
$68.2K +$68.2K +1,722 New
CIA
62
Cape Investment Advisory
Georgia
$43.6K – – –
CIAS
63
Capital Investment Advisory Services
North Carolina
$37.6K – – –
CFD
64
Creative Financial Designs
Indiana
$19.8K – – –
AF
65
Advisornet Financial
Minnesota
$17.5K -$9.23K -233 -34%
SPIA
66
Steward Partners Investment Advisory
New York
$11.8K – – –
ASN
67
Advisory Services Network
Georgia
$6.97K +$6.97K +176 New
US Bancorp
68
US Bancorp
Minnesota
$2.18K +$2.18K +55 New
TAM
69
Tucker Asset Management
Colorado
$356 – – –
JPMorgan Chase & Co
70
JPMorgan Chase & Co
New York
– -$534K -14,710 Closed
KF
71
Krilogy Financial
Missouri
– -$407K -11,190 Closed
MHS
72
M Holdings Securities
Oregon
– -$400K -11,010 Closed
SPC
73
Sigma Planning Corp
Michigan
– -$262K -7,221 Closed
Lido Advisors
74
Lido Advisors
California
– -$204K -5,602 Closed
Fidelity Investments
75
Fidelity Investments
Massachusetts
– -$182 -5 Closed
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