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Innovator US Equity Buffer ETF March

41 hedge funds and large institutions have $32.3M invested in Innovator US Equity Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $29.3M → $32.3M (+$3M)

8% more funds holding

Funds holding: 3841 (+3)

6.05% more ownership

Funds ownership: 47.92%53.96% (+6%)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.63%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
5
Reduced
14
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$3.91M -$468K -13,769 -11%
BCM
2
Beck Capital Management
Texas
$3.19M -$12.4K -365 -0.4%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$2.91M -$55.7K -1,636 -2%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.72M -$498K -14,646 -16%
HighTower Advisors
5
HighTower Advisors
Illinois
$1.99M
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$1.88M -$292K -8,580 -14%
MSFS
7
Main Street Financial Solutions
Pennsylvania
$1.73M
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$1.34M +$1.31M +38,590 New
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.16M -$23.3K -685 -2%
DFA
10
DHJJ Financial Advisors
Illinois
$986K -$17K -500 -2%
RPGK
11
Retirement Planning Group (Kansas)
Kansas
$817K +$803K +23,598 New
CW
12
CreativeOne Wealth
Kansas
$748K
IIA
13
Integral Investment Advisors
California
$740K +$727K +21,367 New
S
14
SignatureFD
Georgia
$673K
BBPWM
15
Blue Bell Private Wealth Management
Pennsylvania
$670K +$11.9K +350 +2%
BA
16
Bellwether Advisors
Nebraska
$615K
SB
17
Strategic Blueprint
Georgia
$605K +$20K +588 +3%
CCM
18
Covington Capital Management
California
$577K
OMC
19
Old Mission Capital
Illinois
$574K +$276K +8,099 +95%
OCM
20
Orion Capital Management
California
$484K
LNC
21
Lincoln National Corp
Pennsylvania
$448K
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$445K +$170K +4,999 +64%
BPA
23
Beacon Pointe Advisors
California
$399K -$32K -941 -8%
AAP
24
Arax Advisory Partners
Colorado
$368K -$8.4K -247 -2%
Wolverine Trading
25
Wolverine Trading
Illinois
$364K +$357K +10,508 New

BMAR Hedge Fund Activity: Q4 2021 in Review

41 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2021, worth a combined $32.3M — up 10% from $29.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BMAR positions and 5 closed out — a net gain of 4 holders — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Cetera Investment Advisers, opening a new position worth an estimated $1.31M. The largest seller was Osaic Holdings, cutting an estimated $498K.

  • 41 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2021, up from 38 in Q3 2021.
  • Funds reported $32.3M of Innovator US Equity Buffer ETF March stock for Q4 2021, up 10% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2021 and 5 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2021 was Cetera Investment Advisers, an estimated $1.31M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2021 was Osaic Holdings, an estimated $498K sold.

Based on aggregated 13F filings for Q4 2021.