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Innovator US Equity Buffer ETF March

103 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 18 funds opening new positions, 34 increasing their positions, 28 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

21% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 28

18% more capital invested

Capital invested by funds: $109M → $129M (+$20M)

6.57% more ownership

Funds ownership: 62.78%69.35% (+6.6%)

6% more funds holding

Funds holding: 97103 (+6)

Holders
103
Holders Change
+6
Holders Change %
+6.19%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
18
Increased
34
Reduced
28
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1
Outlook Wealth Advisors
Texas
$18.9M +$1.48M +31,651 +8%
PCM
2
Penserra Capital Management
California
$17.7M +$2.65M +56,940 +17%
Osaic Holdings
3
Osaic Holdings
Arizona
$6.45M +$877K +18,798 +15%
MIM
4
Macroview Investment Management
Maryland
$6.36M +$6.52M +139,724 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.01M +$569K +12,210 +10%
RPGK
6
Retirement Planning Group (Kansas)
Kansas
$5.24M +$933 +20 +0%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.68M +$609K +13,056 +15%
Cerity Partners
8
Cerity Partners
New York
$3.94M +$2.12M +45,502 +111%
VBFP
9
Valtinson Bruner Financial Planning
Minnesota
$3.58M -$8.11K -174 -0.2%
MPCL
10
My Personal CFO LLC
Washington
$2.53M +$266K +5,700 +11%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$2.41M +$1.45M +31,146 +143%
Raymond James Financial
12
Raymond James Financial
Florida
$2.33M +$200K +4,293 +9%
MSFS
13
Main Street Financial Solutions
Pennsylvania
$2.03M +$31.8K +681 +2%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$1.92M +$990K +21,222 +101%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.88M +$636K +13,635 +49%
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.79M +$218K +4,679 +13%
SWM
17
Spire Wealth Management
Virginia
$1.73M +$430K +9,222 +32%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.63M -$87K -1,865 -5%
FFA
19
Fragasso Financial Advisors
Pennsylvania
$1.61M +$420K +9,010 +34%
KAS
20
Kestra Advisory Services
Texas
$1.51M -$1.17M -25,121 -43%
BCM
21
Brookstone Capital Management
Illinois
$1.5M +$1.17M +25,051 +320%
FCFC
22
First Commonwealth Financial Corp
Pennsylvania
$1.31M -$104K -2,237 -7%
IIA
23
Integral Investment Advisors
California
$1.3M +$244K +5,226 +22%
LF
24
Lantz Financial
Illinois
$1.28M +$485K +10,404 +59%
SCA
25
Snowden Capital Advisors
New York
$1.23M +$127K +2,715 +11%

BMAR Hedge Fund Activity: Q1 2025 in Review

103 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q1 2025, worth a combined $129M — up 18% from $109M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BMAR positions and 10 closed out — a net gain of 8 holders — while 34 added to existing stakes and 28 trimmed.

The largest buyer was Macroview Investment Management, opening a new position worth an estimated $6.52M. The largest seller was Kestra Advisory Services, cutting an estimated $1.17M.

  • 103 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q1 2025, up from 97 in Q4 2024.
  • Funds reported $129M of Innovator US Equity Buffer ETF March stock for Q1 2025, up 18% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Buffer ETF March positions in Q1 2025 and 10 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q1 2025 was Macroview Investment Management, an estimated $6.52M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q1 2025 was Kestra Advisory Services, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2025.