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Innovator US Equity Buffer ETF March

98 hedge funds and large institutions have $115M invested in Innovator US Equity Buffer ETF March in 2025 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less funds holding

Funds holding: 9998 (-1)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

15.55% less ownership

Funds ownership: 73.36%57.81% (-16%)

27% less capital invested

Capital invested by funds: $159M → $115M (-$43.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 38

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
1.29%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
7
Increased
11
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
51
Castellan Group
Kentucky
$409K
WTFG
52
Wood Tarver Financial Group
Idaho
$403K
OCM
53
Orion Capital Management
California
$383K
OWA
54
Outlook Wealth Advisors
Texas
$381K -$20.9M -416,306 -98%
CW
55
CreativeOne Wealth
Kansas
$346K -$31.5K -626 -9%
ASN
56
Advisory Services Network
Georgia
$346K
VA
57
VestGen Advisors
Illinois
$341K
SAM
58
Secure Asset Management
Michigan
$312K
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$312K
BFA
60
Beacon Financial Advisory
Ohio
$307K
CA
61
Continuum Advisory
Idaho
$298K
BWM
62
Buska Wealth Management
Wisconsin
$294K -$61.6K -1,226 -18%
SWA
63
Stratos Wealth Advisors
Ohio
$263K -$80.1K -1,594 -24%
KWS
64
Keystone Wealth Services
California
$251K
BIM
65
Bullseye Investment Management
Ohio
$248K
GS
66
GTS Securities
New York
$247K +$241K +4,785 New
KWM
67
KFG Wealth Management
Indiana
$247K +$5.68K +113 +2%
Truist Financial
68
Truist Financial
North Carolina
$245K
CPA
69
Clear Point Advisors
New York
$235K
VIM
70
Vista Investment Management
Pennsylvania
$232K
AWA
71
Arkadios Wealth Advisors
Georgia
$230K -$857K -17,046 -79%
CWG
72
Crown Wealth Group
North Carolina
$227K
FAG
73
Fortitude Advisory Group
Washington
$222K
IA
74
IFP Advisors
Florida
$206K +$8.14K +162 +4%
IF
75
Integrity Financial
Wyoming
$204K

BMAR Hedge Fund Activity: Q3 2025 in Review

98 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2025, worth a combined $115M — down 27% from $159M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of BMAR and 7 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 11 added.

The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.19M. The largest seller was Brookstone Capital Management, cutting an estimated $24.8M.

  • 98 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2025, down from 99 in Q2 2025.
  • Funds reported $115M of Innovator US Equity Buffer ETF March stock for Q3 2025, down 27% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2025 and 8 closed out, a net change of -1 holder.
  • The largest Innovator US Equity Buffer ETF March buyer in Q3 2025 was Old Mission Capital, an estimated $1.19M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q3 2025 was Brookstone Capital Management, an estimated $24.8M sold.

Based on aggregated 13F filings for Q3 2025.