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Innovator US Equity Buffer ETF March

34 hedge funds and large institutions have $36M invested in Innovator US Equity Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

340% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 5

216% more capital invested

Capital invested by funds: $11.4M → $36M (+$24.6M)

100% more funds holding

Funds holding: 1734 (+17)

75% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 4

8.23% more ownership

Funds ownership: 48.09%56.33% (+8.2%)

Holders
34
Holders Change
+17
Holders Change %
+100%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
22
Increased
7
Reduced
4
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$5.44M +$4.88M +161,934 +1,261%
HCM
2
Hudson Capital Management
New Jersey
$4.4M +$4.26M +141,318 New
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$3.85M +$2.31M +76,644 +163%
BCM
4
Beck Capital Management
Texas
$2.95M -$5.88K -195 -0.2%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.8M +$2.64M +87,435 New
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.98M +$1.92M +63,709 New
HighTower Advisors
7
HighTower Advisors
Illinois
$1.66M +$1.28M +42,327 +381%
MSFS
8
Main Street Financial Solutions
Pennsylvania
$1.56M +$1.51M +50,000 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.16M +$539K +17,867 +93%
LNC
10
Lincoln National Corp
Pennsylvania
$1.14M +$1.1M +36,448 New
DFA
11
DHJJ Financial Advisors
Illinois
$888K +$168K +5,560 +24%
OMC
12
Old Mission Capital
Illinois
$790K -$689K -22,856 -47%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$686K +$664K +22,024 New
BPA
14
Beacon Pointe Advisors
California
$682K +$660K +21,903 New
CW
15
CreativeOne Wealth
Kansas
$672K +$651K +21,600 New
S
16
SignatureFD
Georgia
$605K +$586K +19,442 New
MHS
17
M Holdings Securities
Oregon
$568K +$550K +18,236 New
VWA
18
Visionary Wealth Advisors
Illinois
$532K +$515K +17,099 New
CCM
19
Covington Capital Management
California
$519K +$502K +16,660 New
SB
20
Strategic Blueprint
Georgia
$465K +$450K +14,940 New
OCM
21
Orion Capital Management
California
$435K +$421K +13,978 New
Jane Street
22
Jane Street
New York
$432K +$418K +13,871 New
TWM
23
Tradition Wealth Management
Minnesota
$402K +$377K +12,520 +16,260%
FHB
24
First Hawaiian Bank
Hawaii
$303K +$294K +9,740 New
BA
25
Bellwether Advisors
Nebraska
$300K -$27.6K -916 -9%

BMAR Hedge Fund Activity: Q1 2021 in Review

34 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2021, worth a combined $36M — up 216% from $11.4M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new BMAR positions and 5 closed out — a net gain of 17 holders — while 7 added to existing stakes and 4 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $4.88M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.06M sold.

  • 34 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2021, up from 17 in Q4 2020.
  • Funds reported $36M of Innovator US Equity Buffer ETF March stock for Q1 2021, up 216% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2021 and 5 closed out, a net change of +17 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2021 was Osaic Holdings, an estimated $4.88M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2021 was Citadel Advisors, an estimated $2.06M sold.

Based on aggregated 13F filings for Q1 2021.