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Innovator US Equity Buffer ETF March
BMAR

Overview Fund Activity

102 hedge funds and large institutions have $129M invested in Innovator US Equity Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+5
Holders Change %
+5.15%
% of All Funds
1.39%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
17
Increased
34
Reduced
28
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MIM
Macroview Investment Management
Maryland
+$6.36M
2
PCM
Penserra Capital Management
California
+$2.59M
3
Cerity Partners
Cerity Partners
New York
+$2.07M
4
OWA
Outlook Wealth Advisors
Texas
+$1.44M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.42M

Top Sellers

1
KAS
Kestra Advisory Services
Texas
-$1.14M
2
SI
Stephens Inc
Arkansas
-$1.1M
3
OMC
Old Mission Capital
Illinois
-$1.04M
4
HWM
HFG Wealth Management
Texas
-$699K
5
BSCCG
Blue Sky Capital Consultants Group
California
-$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
OWA
1
Outlook Wealth Advisors
Texas
$18.9M +$1.44M +31,651 +8%
PCM
2
Penserra Capital Management
California
$17.7M +$2.59M +56,940 +17%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.45M +$856K +18,798 +15%
MIM
4
Macroview Investment Management
Maryland
$6.36M +$6.36M +139,724 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.01M +$556K +12,210 +10%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$5.24M +$911 +20 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.68M +$595K +13,056 +15%
Cerity Partners
8
Cerity Partners
New York
$3.94M +$2.07M +45,502 +111%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$3.58M -$7.92K -174 -0.2%
MPCL
10
My Personal CFO LLC
Washington
$2.53M +$260K +5,700 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.41M +$1.42M +31,146 +143%
Raymond James Financial
12
Raymond James Financial
Florida
$2.33M +$195K +4,293 +9%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$2.03M +$31K +681 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.92M +$966K +21,222 +101%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.88M +$621K +13,635 +49%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.79M +$213K +4,679 +13%
SWM
17
Spire Wealth Management
Virginia
$1.73M +$420K +9,222 +32%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.63M -$84.9K -1,865 -5%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$1.61M +$410K +9,010 +34%
KAS
20
Kestra Advisory Services
Texas
$1.51M -$1.14M -25,121 -43%
BCM
21
Brookstone Capital Management
Illinois
$1.5M +$1.14M +25,051 +320%
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$1.31M -$102K -2,237 -7%
IIA
23
Integral Investment Advisors
California
$1.3M +$238K +5,226 +22%
LF
24
Lantz Financial
Illinois
$1.28M +$474K +10,404 +59%
SCA
25
Snowden Capital Advisors
New York
$1.23M +$124K +2,715 +11%
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