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Innovator US Equity Buffer ETF March
BMAR

97 hedge funds and large institutions have $109M invested in Innovator US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 95 → 97 (+2)

0.66% more ownership

Funds ownership: 62.12% → 62.78% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $111M → $109M (-$1.84M)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
9
Reduced
41
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$1.8M
2
KAS
Kestra Advisory Services
Texas
+$1.55M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$694K
4
IPW
Impact Partnership Wealth
Georgia
+$401K
5
CW
CreativeOne Wealth
Kansas
+$350K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.1M
2
MML Investors Services
MML Investors Services
Massachusetts
-$1.05M
3
Jane Street
Jane Street
New York
-$952K
4
Osaic Holdings
Osaic Holdings
Arizona
-$883K
5
FFA
Fragasso Financial Advisors
Pennsylvania
-$877K
Name Holding Trade Value Shares
Change 		Change in
Stake
WCG
51
Weaver Consulting Group
California
$388K – – –
BWM
52
Buska Wealth Management
Wisconsin
$367K -$49.1K -1,070 -12%
OCM
53
Orion Capital Management
California
$366K – – –
W
54
WPWealth
Texas
$362K -$107K -2,329 -23%
BSCCG
55
Blue Sky Capital Consultants Group
California
$362K +$360K +7,853 New
BCM
56
Brookstone Capital Management
Illinois
$361K -$569K -12,414 -61%
WTFG
57
Wood Tarver Financial Group
Idaho
$359K +$357K +7,791 New
MML Investors Services
58
MML Investors Services
Massachusetts
$353K -$1.05M -22,880 -75%
CW
59
CreativeOne Wealth
Kansas
$352K +$350K +7,624 New
ASN
60
Advisory Services Network
Georgia
$307K – – –
WIA
61
World Investment Advisors
California
$291K – – –
SS
62
Sunbelt Securities
Texas
$289K – – –
VIM
63
Vista Investment Management
Pennsylvania
$288K -$17.4K -379 -6%
BFA
64
Beacon Financial Advisory
Ohio
$271K – – –
CPA
65
Clear Point Advisors
New York
$266K – – –
AWA
66
Arkadios Wealth Advisors
Georgia
$257K -$16.6K -362 -6%
BIM
67
Bullseye Investment Management
Ohio
$254K -$694K -15,135 -73%
CA
68
Continuum Advisory
Idaho
$243K – – –
IF
69
Integrity Financial
Wyoming
$227K – – –
KWS
70
Keystone Wealth Services
California
$224K – – –
Truist Financial
71
Truist Financial
North Carolina
$219K – – –
TC
72
TownSquare Capital
Utah
$214K -$185K -4,024 -46%
Lido Advisors
73
Lido Advisors
California
$212K +$211K +4,604 New
CWG
74
Crown Wealth Group
North Carolina
$203K +$202K +4,400 New
SPIA
75
Steward Partners Investment Advisory
New York
$192K – – –
1 2
3
4 5

BMAR Hedge Fund Activity: Q4 2024 in Review

97 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2024, worth a combined $109M — down 1.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BMAR positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 41 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.1M.

  • 97 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $109M of Innovator US Equity Buffer ETF March stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $1.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2024 was Envestnet Asset Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2024.