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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
1.44%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
27
Reduced
26
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$15.4M
2
PCM
Penserra Capital Management
California
$10M
3
Jane Street
Jane Street
New York
$949K
4
Osaic Holdings
Osaic Holdings
Arizona
$6.49M
5
KAS
Kestra Advisory Services
Texas
$2.54M

Top Sellers

1
PCS
Personal CFO Solutions
New Jersey
$0
2
LNC
Lincoln National Corp
Pennsylvania
$0
3
W
WPWealth
Texas
$440K
4
PI
PFG Investments
New York
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$915K
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$15.4M +$5.15M +117,722 +50%
PCM
2
Penserra Capital Management
California
$10M +$956K +22,148 +11%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.49M +$769K +17,821 +13%
RPGK
4
Retirement Planning Group (Kansas)
Kansas
$5.59M -$12.1K -281 -0.2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.32M -$122K -2,836 -2%
HighTower Advisors
6
HighTower Advisors
Illinois
$3.94M -$43.3K -1,002 -1%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.54M – – –
KAS
8
Kestra Advisory Services
Texas
$2.54M +$712K +16,488 +39%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.44M -$658K -15,237 -21%
MPCL
10
My Personal CFO LLC
Washington
$2.26M – – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.14M -$164K -3,797 -7%
BAM
12
Belpointe Asset Management
Nevada
$2.03M +$25.6K +593 +1%
FFA
13
Fragasso Financial Advisors
Pennsylvania
$1.97M – – –
Cerity Partners
14
Cerity Partners
New York
$1.95M +$21.6K +500 +1%
MSFS
15
Main Street Financial Solutions
Pennsylvania
$1.9M -$35.8K -830 -2%
SWM
16
Spire Wealth Management
Virginia
$1.53M +$173 +4 +0%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.53M -$4.84K -112 -0.3%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$1.39M -$187K -4,323 -12%
MML Investors Services
19
MML Investors Services
Massachusetts
$1.35M +$12.4K +287 +0.9%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$1.31M +$136K +3,151 +12%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.31M -$439K -10,173 -25%
RJA
22
Raymond James & Associates
Florida
$1.16M -$26.3K -610 -2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$1.15M +$11.3K +262 +1%
RA
24
RFG Advisory
Alabama
$1.11M +$6.3K +146 +0.6%
SI
25
Stephens Inc
Arkansas
$1.11M +$7.51K +174 +0.7%
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