Innovator US Equity Buffer ETF March
BMAR
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.
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
2% more funds holding
Funds holding: 95 → 97 (+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: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.8M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.55M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$694K |
| 4 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$401K |
| 5 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$350K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.1M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.05M |
| 3 |
Jane Street
New York
|
-$952K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$883K |
| 5 |
FFA
Fragasso Financial Advisors
Sewickley,
Pennsylvania
|
-$877K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFWM
101
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| – | -$256K | -5,634 | Closed |
|
|
PIAS
102
PCA Investment Advisory Services
Cincinnati,
Ohio
| – | -$217K | -4,810 | Closed |
|
103
UBS Group
Zurich,
Switzerland
| – | -$45.1K | -1,001 | Closed |
|
|
NS
104
NBC Securities
Birmingham,
Alabama
| – | -$8K | -180 | 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.