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Innovator US Equity Buffer ETF March

70 hedge funds and large institutions have $58.6M invested in Innovator US Equity Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 9 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

13% more capital invested

Capital invested by funds: $51.8M → $58.6M (+$6.8M)

6% more funds holding

Funds holding: 6670 (+4)

4.48% more ownership

Funds ownership: 51.9%56.37% (+4.5%)

67% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 27

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
9
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
1
Raymond James & Associates
Florida
$4.65M +$1.39M +39,270 +46%
Osaic Holdings
2
Osaic Holdings
Arizona
$4.16M -$816K -23,004 -17%
NA
3
NewEdge Advisors
Louisiana
$3.87M -$9.01K -254 -0.2%
PCM
4
Penserra Capital Management
California
$3.37M +$152K +4,289 +5%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$3.35M -$33.1K -932 -1%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.26M -$110K -3,107 -5%
W
7
WPWealth
Texas
$2.17M
HighTower Advisors
8
HighTower Advisors
Illinois
$2.04M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.89M -$28.8K -812 -2%
MSFS
10
Main Street Financial Solutions
Pennsylvania
$1.86M
FFA
11
Fragasso Financial Advisors
Pennsylvania
$1.67M -$14.2K -400 -0.9%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$1.55M -$140K -3,958 -9%
BBPWM
13
Blue Bell Private Wealth Management
Pennsylvania
$1.31M +$131K +3,701 +12%
MPCL
14
My Personal CFO LLC
Washington
$1.31M
BCM
15
Beck Capital Management
Texas
$1.19M -$62.4K -1,759 -5%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$1.16M +$272K +7,669 +33%
SWM
17
Spire Wealth Management
Virginia
$945K -$15.3K -431 -2%
IIA
18
Integral Investment Advisors
California
$876K -$40.9K -1,152 -5%
FCFC
19
First Commonwealth Financial Corp
Pennsylvania
$858K -$339K -9,564 -29%
AWM
20
AE Wealth Management
Kansas
$854K -$128K -3,603 -14%
DFA
21
DHJJ Financial Advisors
Illinois
$814K -$22K -620 -3%
SB
22
Strategic Blueprint
Georgia
$736K +$7.34K +207 +1%
Citadel Advisors
23
Citadel Advisors
Florida
$709K +$135K +3,814 +25%
OMC
24
Old Mission Capital
Illinois
$603K +$576K +16,238 New
LNC
25
Lincoln National Corp
Pennsylvania
$573K

BMAR Hedge Fund Activity: Q2 2023 in Review

70 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2023, worth a combined $58.6M — up 13% from $51.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BMAR positions and 8 closed out — a net gain of 4 holders — while 9 added to existing stakes and 27 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.39M. The largest seller was Cerity Partners, cutting an estimated $1.6M.

  • 70 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2023, up from 66 in Q1 2023.
  • Funds reported $58.6M of Innovator US Equity Buffer ETF March stock for Q2 2023, up 13% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2023 and 8 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q2 2023 was Raymond James & Associates, an estimated $1.39M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q2 2023 was Cerity Partners, an estimated $1.6M sold.

Based on aggregated 13F filings for Q2 2023.