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Innovator US Equity Buffer ETF March
BMAR

95 hedge funds and large institutions have $130M invested in Innovator US Equity Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 37 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 6

151% more capital invested

Capital invested by funds: $51.6M → $130M (+$78.1M)

131% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 16

38% more funds holding

Funds holding: 69 → 95 (+26)

14.75% more ownership

Funds ownership: 54.75% → 69.5% (+15%)

Holders
95
Holders Change
+26
Holders Change %
+37.68%
% of All Funds
1.37%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
37
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
OWA
Outlook Wealth Advisors
Texas
+$14.8M
2
PCS
Personal CFO Solutions
New Jersey
+$10.7M
3
BCM
Brookstone Capital Management
Illinois
+$9.5M
4
RPGK
Retirement Planning Group (Kansas)
Kansas
+$4.79M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$969K
2
OMC
Old Mission Capital
Illinois
-$665K
3
TC
TownSquare Capital
Utah
-$457K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$383K
5
SOS
Silver Oak Securities
Tennessee
-$333K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$201K +$195K +4,812 New
PIAS
77
PCA Investment Advisory Services
Ohio
$200K +$195K +4,810 New
SPIA
78
Steward Partners Investment Advisory
New York
$174K +$157K +3,869 +1,294%
HI
79
Harbour Investments
Wisconsin
$167K +$7.42K +183 +5%
LFG
80
Larson Financial Group
Missouri
$159K – – –
IA
81
IFP Advisors
Florida
$139K +$36.1K +890 +36%
CP
82
Castleview Partners
Texas
$71.8K – – –
SWM
83
Sugarloaf Wealth Management
Georgia
$69.3K +$67.5K +1,664 New
PS
84
Principal Securities
Iowa
$68.8K +$66.9K +1,650 New
CIA
85
Cape Investment Advisory
Georgia
$45.8K – – –
CIAS
86
Capital Investment Advisory Services
North Carolina
$36.4K -$3.08K -76 -8%
CFD
87
Creative Financial Designs
Indiana
$20.8K – – –
NP
88
NorthRock Partners
Minnesota
$20.4K +$19.8K +489 New
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$20K -$383K -9,455 -95%
AF
90
Advisornet Financial
Minnesota
$18.5K – – –
VL
91
Vima LLC
Michigan
$8.14K +$9.53K +235 New
NS
92
NBC Securities
Alabama
$7K +$7.3K +180 New
GWM
93
Geneos Wealth Management
Colorado
$6.67K +$6.49K +160 New
EWA
94
EverSource Wealth Advisors
Alabama
$6.09K +$6.08K +150 New
AWM
95
AE Wealth Management
Kansas
– -$969K -24,052 Closed
SOS
96
Silver Oak Securities
Tennessee
– -$333K -8,401 Closed
Citadel Advisors
97
Citadel Advisors
Florida
– -$245K -6,179 Closed
UBS Group
98
UBS Group
Switzerland
– -$113K -2,863 Closed
US Bancorp
99
US Bancorp
Minnesota
– -$2.18K -55 Closed
TAM
100
Tucker Asset Management
Colorado
– -$356 -9 Closed
1 2 3
4
5

BMAR Hedge Fund Activity: Q1 2024 in Review

95 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2024, worth a combined $130M — up 151% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BMAR positions and 6 closed out — a net gain of 26 holders — while 37 added to existing stakes and 16 trimmed.

The largest buyer was Outlook Wealth Advisors, opening a new position worth an estimated $14.8M. The largest seller was AE Wealth Management, exiting entirely with an estimated $969K sold.

  • 95 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2024, up from 69 in Q4 2023.
  • Funds reported $130M of Innovator US Equity Buffer ETF March stock for Q1 2024, up 151% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2024 and 6 closed out, a net change of +26 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2024 was Outlook Wealth Advisors, an estimated $14.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2024 was AE Wealth Management, an estimated $969K sold.

Based on aggregated 13F filings for Q1 2024.