Innovator US Equity Buffer ETF March
BMAR
66 hedge funds and large institutions have $50.9M invested in Innovator US Equity Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 9 closing their positions.
0.37% less ownership
Funds ownership: 56.37% → 56.01% (-0.37%)
6% less funds holding
Funds holding: 70 → 66 (-4)
13% less capital invested
Capital invested by funds: $58.6M → $50.9M (-$7.71M)
33% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 21
44% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.47M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$878K |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$517K |
| 4 |
MHS
M Holdings Securities
Portland,
Oregon
|
+$409K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$328K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.87M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$3.62M |
| 3 |
W
WPWealth
Fort Worth,
Texas
|
-$541K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$368K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$304K |
BMAR Hedge Fund Activity: Q3 2023 in Review
66 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q3 2023, worth a combined $50.9M — down 13% from $58.6M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BMAR and 5 opened new positions — a net loss of 4 holders — while 21 trimmed existing stakes and 14 added.
The largest buyer was Penserra Capital Management, adding an estimated $1.47M. The largest seller was NewEdge Advisors, exiting entirely with an estimated $3.87M sold.
- 66 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q3 2023, down from 70 in Q2 2023.
- Funds reported $50.9M of Innovator US Equity Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Buffer ETF March positions in Q3 2023 and 9 closed out, a net change of -4 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $1.47M added.
- The largest Innovator US Equity Buffer ETF March seller in Q3 2023 was NewEdge Advisors, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2023.