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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

66 hedge funds and large institutions have $51.8M invested in Innovator US Equity Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
66
Holders Change
+18
Holders Change %
+37.5%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
19
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
NA
NewEdge Advisors
Louisiana
+$3.63M
2
Osaic Holdings
Osaic Holdings
Arizona
+$2.07M
3
W
WPWealth
Texas
+$2.03M
4
RJA
Raymond James & Associates
Florida
+$1.96M
5
FFA
Fragasso Financial Advisors
Pennsylvania
+$1.58M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$5.35M
2
BCM
Beck Capital Management
Texas
-$1.66M
3
OMC
Old Mission Capital
Illinois
-$793K
4
Cerity Partners
Cerity Partners
New York
-$451K
5
VWA
Visionary Wealth Advisors
Illinois
-$320K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$4.68M +$2.07M +59,735 +79%
NA
2
NewEdge Advisors
Louisiana
$3.63M +$3.63M +104,598 New
VBFP
3
Valtinson Bruner Financial Planning
Minnesota
$3.16M -$4.47K -129 -0.1%
PCM
4
Penserra Capital Management
California
$3M -$207K -5,968 -6%
RJA
5
Raymond James & Associates
Florida
$2.99M +$1.96M +56,443 +190%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.22M -$6.72K -194 -0.3%
Cerity Partners
7
Cerity Partners
New York
$2.05M -$451K -13,000 -18%
W
8
WPWealth
Texas
$2.03M +$2.03M +58,548 New
HighTower Advisors
9
HighTower Advisors
Illinois
$1.91M +$169K +4,890 +10%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$1.73M – – –
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$1.59M +$168K +4,842 +12%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.58M +$1.58M +45,473 New
MPCL
13
My Personal CFO LLC
Washington
$1.22M +$839K +24,193 +220%
BCM
14
Beck Capital Management
Texas
$1.17M -$1.66M -47,939 -59%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$1.13M +$15.3K +440 +1%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.09M +$203K +5,864 +23%
AWM
17
AE Wealth Management
Kansas
$922K +$283K +8,168 +44%
SWM
18
Spire Wealth Management
Virginia
$897K +$897K +25,885 New
IIA
19
Integral Investment Advisors
California
$858K -$1.91K -55 -0.2%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$815K +$815K +23,503 New
DFA
21
DHJJ Financial Advisors
Illinois
$782K -$14.2K -409 -2%
SB
22
Strategic Blueprint
Georgia
$680K +$80.2K +2,313 +13%
MHS
23
M Holdings Securities
Oregon
$632K – – –
CA
24
Cetera Advisors
Colorado
$567K +$281K +8,096 +98%
LNC
25
Lincoln National Corp
Pennsylvania
$535K +$96.5K +2,783 +22%
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