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Innovator US Equity Buffer ETF March

48 hedge funds and large institutions have $40.6M invested in Innovator US Equity Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 24 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

3.85% less ownership

Funds ownership: 58.35%54.5% (-3.9%)

4% less funds holding

Funds holding: 5048 (-2)

13% less capital invested

Capital invested by funds: $46.9M → $40.6M (-$6.21M)

79% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 24

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
24
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$5.35M +$14.9K +467 +0.3%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$3M -$72K -2,261 -2%
PCM
3
Penserra Capital Management
California
$2.98M +$1.29M +40,350 +77%
BCM
4
Beck Capital Management
Texas
$2.63M -$1.05M -32,979 -29%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.42M -$264K -8,290 -10%
Cerity Partners
6
Cerity Partners
New York
$2.32M +$2.29M +72,003 New
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.07M -$48.4K -1,520 -2%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.61M +$91.2K +2,862 +6%
MSFS
9
Main Street Financial Solutions
Pennsylvania
$1.61M
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.32M +$605 +19 +0%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.21M -$771K -24,192 -39%
FCFC
12
First Commonwealth Financial Corp
Pennsylvania
$1.04M -$733 -23 -0.1%
RJA
13
Raymond James & Associates
Florida
$956K -$63.7K -2,000 -6%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$827K -$45.2K -1,420 -5%
IIA
15
Integral Investment Advisors
California
$798K -$8.6K -270 -1%
CA
16
CoreCap Advisors
Michigan
$797K -$34.1K -1,069 -4%
OMC
17
Old Mission Capital
Illinois
$793K -$3.46M -108,487 -81%
DFA
18
DHJJ Financial Advisors
Illinois
$739K -$54.9K -1,725 -7%
AWM
19
AE Wealth Management
Kansas
$593K +$18.1K +567 +3%
MHS
20
M Holdings Securities
Oregon
$587K
MPCL
21
My Personal CFO LLC
Washington
$579K
SB
22
Strategic Blueprint
Georgia
$557K -$24.1K -755 -4%
BA
23
Bellwether Advisors
Nebraska
$506K -$15.9K -500 -3%
RPGK
24
Retirement Planning Group (Kansas)
Kansas
$430K -$47.3K -1,486 -10%
OCM
25
Orion Capital Management
California
$418K -$63.7K -2,000 -13%

BMAR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2022, worth a combined $40.6M — down 13% from $46.9M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BMAR positions and 3 closed out — a net gain of 1 holder — while 5 added to existing stakes and 24 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $2.29M. The largest seller was Old Mission Capital, cutting an estimated $3.46M.

  • 48 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2022, down from 50 in Q3 2022.
  • Funds reported $40.6M of Innovator US Equity Buffer ETF March stock for Q4 2022, down 13% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2022 and 3 closed out, a net change of +1 holder.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2022 was Cerity Partners, an estimated $2.29M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2022 was Old Mission Capital, an estimated $3.46M sold.

Based on aggregated 13F filings for Q4 2022.