Innovator US Equity Buffer ETF March
BMAR
69 hedge funds and large institutions have $51.6M invested in Innovator US Equity Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 32 reducing their positions, and 6 closing their positions.
50% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 6
5% more funds holding
Funds holding: 66 → 69 (+3)
2% more capital invested
Capital invested by funds: $50.9M → $51.6M (+$773K)
1.25% less ownership
Funds ownership: 56.01% → 54.75% (-1.3%)
78% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$846K |
| 2 |
LPL Financial
San Diego,
California
|
+$342K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$215K |
| 4 |
CA
Continuum Advisory
Eagle,
Idaho
|
+$207K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$205K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$763K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$626K |
| 4 |
JP Morgan Chase
New York
|
-$534K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$407K |
BMAR Hedge Fund Activity: Q4 2023 in Review
69 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2023, worth a combined $51.6M — up 1.5% from $50.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BMAR positions and 6 closed out — a net gain of 3 holders — while 7 added to existing stakes and 32 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $846K. The largest seller was Osaic Holdings, cutting an estimated $1.36M.
- 69 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2023, up from 66 in Q3 2023.
- Funds reported $51.6M of Innovator US Equity Buffer ETF March stock for Q4 2023, up 1.5% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2023 and 6 closed out, a net change of +3 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q4 2023 was Penserra Capital Management, an estimated $846K added.
- The largest Innovator US Equity Buffer ETF March seller in Q4 2023 was Osaic Holdings, an estimated $1.36M sold.
Based on aggregated 13F filings for Q4 2023.