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Innovator US Equity Buffer ETF March

53 hedge funds and large institutions have $52.7M invested in Innovator US Equity Buffer ETF March in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

214% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 7

63% more capital invested

Capital invested by funds: $32.3M → $52.7M (+$20.3M)

29% more funds holding

Funds holding: 4153 (+12)

5.15% more ownership

Funds ownership: 53.96%59.11% (+5.2%)

Holders
53
Holders Change
+12
Holders Change %
+29.27%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
22
Reduced
7
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$8.14M +$8.1M +236,787 New
BCM
2
Beck Capital Management
Texas
$4.35M +$1.1M +32,073 +35%
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.23M +$351K +10,256 +12%
Osaic Holdings
4
Osaic Holdings
Arizona
$2.64M +$370K +10,823 +14%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.53M +$607K +17,732 +33%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.12M +$99.8K +2,918 +5%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.08M -$1.84M -53,673 -48%
LF
8
Lantz Financial
Illinois
$1.98M +$1.93M +56,444 New
RTS
9
Round Table Services
New Jersey
$1.88M +$1.83M +53,597 New
MSFS
10
Main Street Financial Solutions
Pennsylvania
$1.75M
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.69M +$325K +9,513 +25%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.44M +$262K +7,659 +23%
RJA
13
Raymond James & Associates
Florida
$1.42M +$1.39M +40,500 New
CCM
14
Covington Capital Management
California
$1.31M +$709K +20,735 +124%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$1.13M +$1.1M +32,272 New
IIA
16
Integral Investment Advisors
California
$1.11M +$356K +10,412 +49%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$927K +$243K +7,093 +37%
SWM
18
Spire Wealth Management
Virginia
$906K +$884K +25,850 New
DFA
19
DHJJ Financial Advisors
Illinois
$866K -$128K -3,737 -13%
RPGK
20
Retirement Planning Group (Kansas)
Kansas
$827K
CW
21
CreativeOne Wealth
Kansas
$728K -$27.7K -810 -4%
AWM
22
AE Wealth Management
Kansas
$648K +$633K +18,493 New
PCM
23
Penserra Capital Management
California
$641K +$626K +18,300 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$639K +$185K +5,397 +42%
MHS
25
M Holdings Securities
Oregon
$639K +$624K +18,236 New

BMAR Hedge Fund Activity: Q1 2022 in Review

53 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2022, worth a combined $52.7M — up 63% from $32.3M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BMAR positions and 6 closed out — a net gain of 13 holders — while 22 added to existing stakes and 7 trimmed.

The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $8.1M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.84M.

  • 53 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2022, up from 41 in Q4 2021.
  • Funds reported $52.7M of Innovator US Equity Buffer ETF March stock for Q1 2022, up 63% quarter-over-quarter.
  • 19 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2022 and 6 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2022 was Brookstone Capital Management, an estimated $8.1M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2022 was Commonwealth Equity Services, an estimated $1.84M sold.

Based on aggregated 13F filings for Q1 2022.