Innovator US Equity Buffer ETF March
BMAR
39 hedge funds and large institutions have $35.2M invested in Innovator US Equity Buffer ETF March in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 9 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
15% more funds holding
Funds holding: 34 → 39 (+5)
2% less capital invested
Capital invested by funds: $36M → $35.2M (-$819K)
5.43% less ownership
Funds ownership: 56.33% → 50.9% (-5.4%)
22% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.8M |
| 2 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$284K |
| 3 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$262K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$248K |
| 5 |
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
|
+$246K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
-$4.4M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.86M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$532K |
| 4 |
Jane Street
New York
|
-$432K |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$241K |
BMAR Hedge Fund Activity: Q2 2021 in Review
39 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2021, worth a combined $35.2M — down 2.3% from $36M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BMAR positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 9 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $2.8M. The largest seller was Hudson Capital Management, exiting entirely with an estimated $4.4M sold.
- 39 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2021, up from 34 in Q1 2021.
- Funds reported $35.2M of Innovator US Equity Buffer ETF March stock for Q2 2021, down 2.3% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2021 and 4 closed out, a net change of +5 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q2 2021 was Advisory Alpha, an estimated $2.8M added.
- The largest Innovator US Equity Buffer ETF March seller in Q2 2021 was Hudson Capital Management, an estimated $4.4M sold.
Based on aggregated 13F filings for Q2 2021.