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Innovator US Equity Buffer ETF March

17 hedge funds and large institutions have $11.4M invested in Innovator US Equity Buffer ETF March in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

9% more capital invested

Capital invested by funds: $10.4M → $11.4M (+$989K)

7.06% more ownership

Funds ownership: 41.03%48.09% (+7.1%)

6% more funds holding

Funds holding: 1617 (+1)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
17
Holders Change
+1
Holders Change %
+6.25%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Beck Capital Management
Texas
$2.81M -$86.5K -2,982 -3%
Citadel Advisors
2
Citadel Advisors
Florida
$2.06M +$631K +21,775 +46%
OMC
3
Old Mission Capital
Illinois
$1.43M +$155K +5,358 +13%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.39M -$421K -14,526 -24%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$889K +$573K +19,772 +194%
DFA
6
DHJJ Financial Advisors
Illinois
$681K +$666K +22,963 New
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$571K
IA
8
IFP Advisors
Florida
$397K -$2.35K -81 -0.6%
Osaic Holdings
9
Osaic Holdings
Arizona
$381K -$868K -29,944 -70%
HighTower Advisors
10
HighTower Advisors
Illinois
$330K -$139K -4,798 -30%
BA
11
Bellwether Advisors
Nebraska
$313K +$307K +10,574 New
BFC
12
Bedel Financial Consulting
Indiana
$56K -$4.67K -161 -8%
UBS Group
13
UBS Group
Switzerland
$37K +$22.6K +778 +161%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$27K -$7.68K -265 -22%
GTAM
15
Global Trust Asset Management
Florida
$15K
CAAS
16
Capital Asset Advisory Services
Michigan
$11K +$10.7K +370 New
TWM
17
Tradition Wealth Management
Minnesota
$2K +$2.23K +77 New
SPC
18
Sigma Planning Corp
Michigan
-$230K -8,155 Closed
JP Morgan Chase
19
JP Morgan Chase
New York
-$123K -4,372 Closed
WCG
20
Weaver Consulting Group
California
-$27K -938 Closed

BMAR Hedge Fund Activity: Q4 2020 in Review

17 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2020, worth a combined $11.4M — up 9.5% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMAR positions and 3 closed out — a net gain of 1 holder — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $631K. The largest seller was Osaic Holdings, cutting an estimated $868K.

  • 17 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2020, up from 16 in Q3 2020.
  • Funds reported $11.4M of Innovator US Equity Buffer ETF March stock for Q4 2020, up 9.5% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2020 and 3 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2020 was Citadel Advisors, an estimated $631K added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2020 was Osaic Holdings, an estimated $868K sold.

Based on aggregated 13F filings for Q4 2020.