Innovator US Equity Buffer ETF March
BMAR
95 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 43 reducing their positions, and 8 closing their positions.
0% less capital invested
Capital invested by funds: $111M → $111M (-$197K)
3.38% less ownership
Funds ownership: 65.5% → 62.12% (-3.4%)
4% less funds holding
Funds holding: 99 → 95 (-4)
38% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 8
74% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.65M |
| 2 |
OWA
Outlook Wealth Advisors
Shenandoah,
Texas
|
+$551K |
| 3 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$434K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$350K |
| 5 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$276K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$14.5M |
| 2 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$2.03M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.5M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$760K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$669K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MA
101
Mutual Advisors
Omaha,
Nebraska
| – | -$228K | -5,270 | Closed |
|
102
Wolverine Trading
Chicago,
Illinois
| – | -$210K | -4,874 | Closed |
|
|
CIAS
103
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$21.3K | -493 | Closed |
|
BMAR Hedge Fund Activity: Q3 2024 in Review
95 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2024, worth a combined $111M — down 0.18% from $111M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BMAR and 5 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 11 added.
The largest buyer was Penserra Capital Management, adding an estimated $2.65M. The largest seller was Brookstone Capital Management, cutting an estimated $14.5M.
- 95 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2024, down from 99 in Q2 2024.
- Funds reported $111M of Innovator US Equity Buffer ETF March stock for Q3 2024, down 0.18% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2024 and 8 closed out, a net change of -3 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.65M added.
- The largest Innovator US Equity Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $14.5M sold.
Based on aggregated 13F filings for Q3 2024.