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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$14.8M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$10.7M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.5M |
| 4 |
RPGK
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
+$4.79M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$3.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$969K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$665K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
-$457K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$383K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
-$333K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$365 | +9 | New |
|
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.