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Innovator US Equity Buffer ETF March

97 hedge funds and large institutions have $109M invested in Innovator US Equity Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 9 increasing their positions, 41 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

2% more funds holding

Funds holding: 9597 (+2)

0.66% more ownership

Funds ownership: 62.12%62.78% (+0.66%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less capital invested

Capital invested by funds: $111M → $109M (-$1.84M)

78% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 41

Holders
97
Holders Change
+2
Holders Change %
+2.11%
% of All Funds
1.28%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
9
Reduced
41
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$17.7M -$168K -3,668 -0.9%
PCM
2
Penserra Capital Management
California
$15.3M +$1.8M +39,178 +13%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.67M -$883K -19,247 -14%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$5.53M -$521K -11,356 -9%
RPGK
5
Retirement Planning Group (Kansas)
Kansas
$5.31M -$16.5K -359 -0.3%
HighTower Advisors
6
HighTower Advisors
Illinois
$4.14M -$9.63K -210 -0.2%
VBFP
7
Valtinson Bruner Financial Planning
Minnesota
$3.63M -$148K -3,227 -4%
KAS
8
Kestra Advisory Services
Texas
$2.69M +$1.55M +33,774 +137%
MPCL
9
My Personal CFO LLC
Washington
$2.3M -$43.6K -950 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$2.17M +$2.15M +46,931 New
MSFS
11
Main Street Financial Solutions
Pennsylvania
$2.03M
Cerity Partners
12
Cerity Partners
New York
$1.9M -$144K -3,142 -7%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.74M -$65.2K -1,422 -4%
BBPWM
14
Blue Bell Private Wealth Management
Pennsylvania
$1.6M -$22.7K -495 -1%
FCFC
15
First Commonwealth Financial Corp
Pennsylvania
$1.43M -$5.92K -129 -0.4%
SWM
16
Spire Wealth Management
Virginia
$1.33M -$261K -5,681 -17%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.27M -$106K -2,314 -8%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.22M -$877K -19,133 -42%
SCA
19
Snowden Capital Advisors
New York
$1.13M
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.1M -$61K -1,330 -5%
SI
21
Stephens Inc
Arkansas
$1.1M -$72.7K -1,585 -6%
BCM
22
Beck Capital Management
Texas
$1.07M -$31.7K -691 -3%
IIA
23
Integral Investment Advisors
California
$1.07M
OMC
24
Old Mission Capital
Illinois
$1.04M +$255K +5,563 +33%
LPL Financial
25
LPL Financial
California
$1.01M +$39.7K +865 +4%

BMAR Hedge Fund Activity: Q4 2024 in Review

97 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q4 2024, worth a combined $109M — down 1.7% from $111M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BMAR positions and 7 closed out — a net gain of 4 holders — while 9 added to existing stakes and 41 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.8M. The largest seller was Envestnet Asset Management, cutting an estimated $1.1M.

  • 97 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q4 2024, up from 95 in Q3 2024.
  • Funds reported $109M of Innovator US Equity Buffer ETF March stock for Q4 2024, down 1.7% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $1.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q4 2024 was Envestnet Asset Management, an estimated $1.1M sold.

Based on aggregated 13F filings for Q4 2024.