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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

99 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$5.15M
2
PCM
Penserra Capital Management
California
+$956K
3
Jane Street
Jane Street
New York
+$949K
4
Osaic Holdings
Osaic Holdings
Arizona
+$769K
5
KAS
Kestra Advisory Services
Texas
+$712K

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
-$11M
2
LNC
Lincoln National Corp
Pennsylvania
-$2.27M
3
W
WPWealth
Texas
-$1.43M
4
PI
PFG Investments
New York
-$838K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$693K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
51
Trek Financial
Arizona
$546K – – –
FA
52
FSA Advisors
Michigan
$542K +$16.6K +384 +3%
BWM
53
Buska Wealth Management
Wisconsin
$530K -$248K -5,735 -32%
SPC
54
Sigma Planning Corp
Michigan
$527K -$26.1K -604 -5%
Wealth Enhancement Advisory Services
55
Wealth Enhancement Advisory Services
Minnesota
$526K – – –
VFPW
56
Vantage Financial Partners (Wisconsin)
Wisconsin
$499K -$268K -6,210 -35%
BA
57
Bellwether Advisors
Nebraska
$489K – – –
W
58
WPWealth
Texas
$440K -$1.43M -33,187 -77%
BFEC
59
Benjamin F. Edwards & Company
Missouri
$429K – – –
WCG
60
Weaver Consulting Group
California
$393K +$43.2K +1,000 +12%
BWM
61
Brown Wealth Management
Illinois
$383K – – –
PWMG
62
Pinnacle Wealth Management Group
Michigan
$380K – – –
OCM
63
Orion Capital Management
California
$342K -$57.4K -1,330 -14%
BFA
64
Beacon Financial Advisory
Ohio
$339K – – –
MHS
65
M Holdings Securities
Oregon
$333K +$333K +7,704 New
TWM
66
Tradition Wealth Management
Minnesota
$307K +$50.2K +1,162 +20%
ASN
67
Advisory Services Network
Georgia
$287K – – –
VIM
68
Vista Investment Management
Pennsylvania
$284K – – –
AWA
69
Arkadios Wealth Advisors
Georgia
$278K +$70.3K +1,629 +34%
SS
70
Sunbelt Securities
Texas
$270K – – –
CB
71
Chris Bulman
California
$265K +$265K +6,139 New
CPA
72
Clear Point Advisors
New York
$249K – – –
BFWM
73
Bright Futures Wealth Management
New York
$240K – – –
CA
74
Continuum Advisory
Idaho
$233K – – –
MA
75
Mutual Advisors
Nebraska
$228K -$10.2K -237 -4%
1 2
3
4 5