Innovator US Equity Buffer ETF March
BMAR
99 hedge funds and large institutions have $111M invested in Innovator US Equity Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 26 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
4% more funds holding
Funds holding: 95 → 99 (+4)
4% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 26
4% less ownership
Funds ownership: 69.5% → 65.5% (-4%)
14% less capital invested
Capital invested by funds: $130M → $111M (-$18.2M)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$4.92M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$926K |
| 3 |
Jane Street
New York
|
+$919K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$745K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$689K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$11M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$2.27M |
| 3 |
W
WPWealth
Fort Worth,
Texas
|
-$1.39M |
| 4 |
PI
PFG Investments
Woodbury,
New York
|
-$838K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$671K |
BMAR Hedge Fund Activity: Q2 2024 in Review
99 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2024, worth a combined $111M — down 14% from $130M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new BMAR positions and 6 closed out — a net gain of 6 holders — while 27 added to existing stakes and 26 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $4.92M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11M sold.
- 99 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2024, up from 95 in Q1 2024.
- Funds reported $111M of Innovator US Equity Buffer ETF March stock for Q2 2024, down 14% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2024 and 6 closed out, a net change of +6 holders.
- The largest Innovator US Equity Buffer ETF March buyer in Q2 2024 was Brookstone Capital Management, an estimated $4.92M added.
- The largest Innovator US Equity Buffer ETF March seller in Q2 2024 was Personal CFO Solutions, an estimated $11M sold.
Based on aggregated 13F filings for Q2 2024.