We are live on ! Find out more
BMAR icon

Innovator US Equity Buffer ETF March

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: 9597 (+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: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HI
76
Harbour Investments
Wisconsin
$185K
IA
77
IFP Advisors
Florida
$154K -$18.3K -400 -11%
AWM
78
AE Wealth Management
Kansas
$121K -$101K -2,199 -46%
FNWA
79
Financial Network Wealth Advisors
Utah
$90K -$32.1K -700 -26%
PS
80
Principal Securities
Iowa
$77.6K
SWM
81
Sugarloaf Wealth Management
Georgia
$60.6K -$4.59K -100 -7%
CIA
82
Cape Investment Advisory
Georgia
$50.8K
CA
83
CoreCap Advisors
Michigan
$46.9K -$482K -10,504 -91%
CP
84
Castleview Partners
Texas
$43.6K
JP Morgan Chase
85
JP Morgan Chase
New York
$33.1K -$792K -17,260 -96%
CFD
86
Creative Financial Designs
Indiana
$23.1K
AssetMark Inc
87
AssetMark Inc
California
$22.1K
LFG
88
Larson Financial Group
Missouri
$20.6K
AF
89
Advisornet Financial
Minnesota
$20.4K
AF
90
Allworth Financial
California
$18.9K
CFG
91
Chapman Financial Group
Hawaii
$13.8K +$13.8K +300 New
EWA
92
EverSource Wealth Advisors
Alabama
$8.07K +$1.15K +25 +17%
GWM
93
Geneos Wealth Management
Colorado
$7.38K
NWMP
94
Noble Wealth Management PBC
Colorado
$4.61K +$4.59K +100 New
Barclays
95
Barclays
United Kingdom
$1.98K -$37.5K -818 -95%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K
Wells Fargo
97
Wells Fargo
California
$923 +$917 +20 New
Jane Street
98
Jane Street
New York
-$952K -21,154 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$280K -6,222 Closed
TWM
100
Tradition Wealth Management
Minnesota
-$277K -6,146 Closed

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.