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Innovator US Equity Buffer ETF March
BMAR

95 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

151% more capital invested

Capital invested by funds: $51.6M → $130M (+$78.1M)

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

38% more funds holding

Funds holding: 69 → 95 (+26)

14.75% more ownership

Funds ownership: 54.75% → 69.5% (+15%)

Holders
95
Holders Change
+26
Holders Change %
+37.68%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
37
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Outlook Wealth Advisors
Texas
+$14.8M
2
PCS
Personal CFO Solutions
New Jersey
+$10.7M
3
BCM
Brookstone Capital Management
Illinois
+$9.5M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$4.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$969K
2
OMC
Old Mission Capital
Illinois
-$665K
3
TC
TownSquare Capital
Utah
-$457K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$383K
5
SOS
Silver Oak Securities
Tennessee
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$534K +$519K +12,810 New
AAP
52
Arax Advisory Partners
Colorado
$533K +$49.7K +1,226 +11%
TF
53
Trek Financial
Arizona
$527K +$513K +12,653 New
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$508K +$136K +3,366 +38%
FA
55
FSA Advisors
Michigan
$508K +$205K +5,056 +71%
BA
56
Bellwether Advisors
Nebraska
$472K -$116K -2,862 -20%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$414K +$39.9K +983 +11%
OCM
58
Orion Capital Management
California
$386K -$60.8K -1,500 -14%
BWM
59
Brown Wealth Management
Illinois
$370K – – –
PWMG
60
Pinnacle Wealth Management Group
Michigan
$367K – – –
WCG
61
Weaver Consulting Group
California
$337K -$38.8K -958 -11%
BFA
62
Beacon Financial Advisory
Ohio
$327K +$39.4K +971 +14%
FCM
63
Firestone Capital Management
Florida
$325K +$316K +7,803 New
CAN
64
Cetera Advisor Networks
California
$306K +$298K +7,355 New
OMC
65
Old Mission Capital
Illinois
$283K -$665K -16,401 -71%
ASN
66
Advisory Services Network
Georgia
$277K +$262K +6,469 +3,676%
VIM
67
Vista Investment Management
Pennsylvania
$274K +$267K +6,587 New
SS
68
Sunbelt Securities
Texas
$260K +$50.7K +1,250 +25%
TWM
69
Tradition Wealth Management
Minnesota
$248K +$241K +5,944 New
BFWM
70
Bright Futures Wealth Management
New York
$244K +$228K +5,634 New
CPA
71
Clear Point Advisors
New York
$241K – – –
MA
72
Mutual Advisors
Nebraska
$229K -$3.85K -95 -2%
CA
73
Continuum Advisory
Idaho
$224K -$4.7K -116 -2%
IF
74
Integrity Financial
Wyoming
$216K – – –
KWS
75
Keystone Wealth Services
California
$202K +$197K +4,857 New
1 2
3
4 5

BMAR Hedge Fund Activity: Q1 2024 in Review

95 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2024, worth a combined $130M — up 151% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BMAR positions and 6 closed out — a net gain of 26 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $14.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $969K sold.

  • 95 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Buffer ETF March stock for Q1 2024, up 151% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2024 and 6 closed out, a net change of +26 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2024 was Outlook Wealth Advisors, an estimated $14.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2024 was AE Wealth Management, an estimated $969K sold.

Based on aggregated 13F filings for Q1 2024.