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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

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
Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.29%
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

1
PCM
Penserra Capital Management
California
$15.3M
2
KAS
Kestra Advisory Services
Texas
$2.69M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$970K
4
IPW
Impact Partnership Wealth
Georgia
$403K
5
CW
CreativeOne Wealth
Kansas
$352K

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1M
2
MML Investors Services
MML Investors Services
Massachusetts
$353K
3
Jane Street
Jane Street
New York
$0
4
Osaic Holdings
Osaic Holdings
Arizona
$5.67M
5
FFA
Fragasso Financial Advisors
Pennsylvania
$1.22M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
51
Weaver Consulting Group
California
$388K – – –
BWM
52
Buska Wealth Management
Wisconsin
$367K -$49.4K -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 +$362K +7,853 New
BCM
56
Brookstone Capital Management
Illinois
$361K -$573K -12,414 -61%
WTFG
57
Wood Tarver Financial Group
Idaho
$359K +$359K +7,791 New
MML Investors Services
58
MML Investors Services
Massachusetts
$353K -$1.06M -22,880 -75%
CW
59
CreativeOne Wealth
Kansas
$352K +$352K +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 -$17.5K -379 -6%
BFA
64
Beacon Financial Advisory
Ohio
$271K – – –
CPA
65
Clear Point Advisors
New York
$266K – – –
AWA
66
Arkadios Wealth Advisors
Georgia
$257K -$16.7K -362 -6%
BIM
67
Bullseye Investment Management
Ohio
$254K -$697K -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 -$186K -4,024 -46%
Lido Advisors
73
Lido Advisors
California
$212K +$212K +4,604 New
CWG
74
Crown Wealth Group
North Carolina
$203K +$203K +4,400 New
SPIA
75
Steward Partners Investment Advisory
New York
$192K – – –
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3
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