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Innovator US Equity Buffer ETF March
BMAR

95 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% less capital invested

Capital invested by funds: $111M → $111M (-$197K)

3.38% less ownership

Funds ownership: 65.5% → 62.12% (-3.4%)

4% less funds holding

Funds holding: 99 → 95 (-4)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

74% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 43

Holders
95
Holders Change
-4
Holders Change %
-4.04%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
11
Reduced
43
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.65M
2
OWA
Outlook Wealth Advisors
Texas
+$551K
3
BEI
Benjamin Edwards Inc
Missouri
+$434K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$350K
5
WIA
World Investment Advisors
California
+$276K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$14.5M
2
BAM
Belpointe Asset Management
Nevada
-$2.03M
3
KAS
Kestra Advisory Services
Texas
-$1.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$760K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$669K
Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
51
Vantage Financial Partners (Wisconsin)
Wisconsin
$486K -$33.4K -765 -7%
W
52
WPWealth
Texas
$459K – – –
BEI
53
Benjamin Edwards Inc
Missouri
$447K +$434K +9,937 New
CG
54
Castellan Group
Kentucky
$442K -$174K -3,990 -29%
BWM
55
Buska Wealth Management
Wisconsin
$406K -$142K -3,259 -27%
PWMG
56
Pinnacle Wealth Management Group
Michigan
$396K – – –
TC
57
TownSquare Capital
Utah
$390K -$411K -9,412 -52%
WCG
58
Weaver Consulting Group
California
$378K -$30.4K -695 -8%
OCM
59
Orion Capital Management
California
$357K – – –
VIM
60
Vista Investment Management
Pennsylvania
$298K +$1.71K +39 +0.6%
ASN
61
Advisory Services Network
Georgia
$287K – – –
WIA
62
World Investment Advisors
California
$284K +$276K +6,315 New
SS
63
Sunbelt Securities
Texas
$281K – – –
Citadel Advisors
64
Citadel Advisors
Florida
$280K +$272K +6,222 New
TWM
65
Tradition Wealth Management
Minnesota
$277K -$42K -960 -14%
AWA
66
Arkadios Wealth Advisors
Georgia
$267K -$22K -504 -8%
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$265K -$669K -15,314 -72%
BFA
68
Beacon Financial Advisory
Ohio
$265K -$86.3K -1,974 -25%
CPA
69
Clear Point Advisors
New York
$260K – – –
BFWM
70
Bright Futures Wealth Management
New York
$256K – – –
CA
71
Continuum Advisory
Idaho
$242K -$5.86K -134 -2%
IF
72
Integrity Financial
Wyoming
$222K -$11.5K -263 -5%
KWS
73
Keystone Wealth Services
California
$219K – – –
AWM
74
AE Wealth Management
Kansas
$217K -$3.1K -71 -1%
PIAS
75
PCA Investment Advisory Services
Ohio
$217K – – –
1 2
3
4 5

BMAR Hedge Fund Activity: Q3 2024 in Review

95 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2024, worth a combined $111M — down 0.18% from $111M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BMAR and 5 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 11 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.65M. The largest seller was Brookstone Capital Management, cutting an estimated $14.5M.

  • 95 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2024, down from 99 in Q2 2024.
  • Funds reported $111M of Innovator US Equity Buffer ETF March stock for Q3 2024, down 0.18% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2024 and 8 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.65M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $14.5M sold.

Based on aggregated 13F filings for Q3 2024.