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Innovator US Equity Buffer ETF March

99 hedge funds and large institutions have $159M invested in Innovator US Equity Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $129M → $159M (+$29.7M)

4.01% more ownership

Funds ownership: 69.35%73.36% (+4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 10399 (-4)

33% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 9

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

Holders
99
Holders Change
-4
Holders Change %
-3.88%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
21
Reduced
40
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$25.7M +$22.8M +492,154 +1,497%
OWA
2
Outlook Wealth Advisors
Texas
$20.8M +$403K +8,726 +2%
PCM
3
Penserra Capital Management
California
$17.5M -$1.51M -32,641 -8%
MIM
4
Macroview Investment Management
Maryland
$6.81M -$38.2K -826 -0.6%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$6.62M +$133K +2,877 +2%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.09M -$802K -17,348 -12%
RPGK
7
Retirement Planning Group (Kansas)
Kansas
$4.49M -$1.09M -23,629 -21%
HighTower Advisors
8
HighTower Advisors
Illinois
$4.48M -$525K -11,357 -11%
Cerity Partners
9
Cerity Partners
New York
$4.23M -$16.6K -359 -0.4%
VBFP
10
Valtinson Bruner Financial Planning
Minnesota
$3.81M -$38.3K -828 -1%
KAS
11
Kestra Advisory Services
Texas
$3.68M +$1.93M +41,790 +126%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$2.86M +$257K +5,550 +11%
Raymond James Financial
13
Raymond James Financial
Florida
$2.77M +$245K +5,308 +10%
MPCL
14
My Personal CFO LLC
Washington
$2.43M -$278K -6,020 -11%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$2.12M +$92.5K +2,001 +5%
MSFS
16
Main Street Financial Solutions
Pennsylvania
$1.91M -$264K -5,700 -13%
BBPWM
17
Blue Bell Private Wealth Management
Pennsylvania
$1.86M -$68.3K -1,477 -4%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.74M -$16K -347 -1%
SWM
19
Spire Wealth Management
Virginia
$1.71M -$142K -3,073 -8%
FFA
20
Fragasso Financial Advisors
Pennsylvania
$1.7M -$36.8K -796 -2%
LPL Financial
21
LPL Financial
California
$1.51M +$204K +4,418 +17%
IIA
22
Integral Investment Advisors
California
$1.4M
FCFC
23
First Commonwealth Financial Corp
Pennsylvania
$1.39M -$17.9K -387 -1%
LF
24
Lantz Financial
Illinois
$1.36M -$13.9K -301 -1%
SCA
25
Snowden Capital Advisors
New York
$1.33M

BMAR Hedge Fund Activity: Q2 2025 in Review

99 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF March (BMAR) for Q2 2025, worth a combined $159M — up 23% from $129M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BMAR and 6 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 21 added.

The largest buyer was Brookstone Capital Management, adding an estimated $22.8M. The largest seller was Penserra Capital Management, cutting an estimated $1.51M.

  • 99 institutional investors held Innovator US Equity Buffer ETF March (BMAR) as of Q2 2025, down from 103 in Q1 2025.
  • Funds reported $159M of Innovator US Equity Buffer ETF March stock for Q2 2025, up 23% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF March positions in Q2 2025 and 9 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Buffer ETF March buyer in Q2 2025 was Brookstone Capital Management, an estimated $22.8M added.
  • The largest Innovator US Equity Buffer ETF March seller in Q2 2025 was Penserra Capital Management, an estimated $1.51M sold.

Based on aggregated 13F filings for Q2 2025.