We are live on ! Find out more
IMAR icon

Innovator International Developed Power Buffer ETF March

21 hedge funds and large institutions have $6.31M invested in Innovator International Developed Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

24% more funds holding

Funds holding: 1721 (+4)

29.01% less ownership

Funds ownership: 71.25%42.24% (-29%)

61% less capital invested

Capital invested by funds: $16.1M → $6.31M (-$9.83M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.3%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
4
Reduced
1
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
1
Kovitz Investment Group Partners
Illinois
$1.28M +$1.28M +49,845 New
JSL
2
JT Stratford LLC
Georgia
$964K +$27.2K +1,060 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$499K +$497K +19,395 New
Osaic Holdings
4
Osaic Holdings
Arizona
$485K +$315K +12,265 +186%
KAS
5
Kestra Advisory Services
Texas
$461K +$136K +5,285 +42%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$339K +$338K +13,190 New
FFG
7
Fiduciary Financial Group
California
$333K +$323K +12,600 New
Citadel Advisors
8
Citadel Advisors
Florida
$325K +$324K +12,626 New
BWM
9
BCS Wealth Management
Tennessee
$323K
DI
10
Diligent Investors
California
$274K -$22.2K -867 -8%
NA
11
NewEdge Advisors
Louisiana
$273K +$272K +10,626 New
HWM
12
HFG Wealth Management
Texas
$251K
Truist Financial
13
Truist Financial
North Carolina
$244K
APW
14
Atlantic Private Wealth
North Carolina
$125K
IA
15
IFP Advisors
Florida
$50.1K
Bank of Montreal
16
Bank of Montreal
Ontario, Canada
$31K
SPIA
17
Steward Partners Investment Advisory
New York
$29.9K +$29.9K +1,165 New
PS
18
Principal Securities
Iowa
$15.5K +$13.7K +536 +788%
EWA
19
EverSource Wealth Advisors
Alabama
$2.62K
DFA
20
DHJJ Financial Advisors
Illinois
$1.29K +$1.28K +50 New
UBS Group
21
UBS Group
Switzerland
$1K +$1K +39 New
PCS
22
Personal CFO Solutions
New Jersey
-$11.4M -441,948 Closed
Jane Street
23
Jane Street
New York
-$441K -17,126 Closed
LNC
24
Lincoln National Corp
Pennsylvania
-$290K -11,260 Closed
SPC
25
Sigma Planning Corp
Michigan
-$227K -8,800 Closed

IMAR Hedge Fund Activity: Q2 2024 in Review

21 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator International Developed Power Buffer ETF March (IMAR) for Q2 2024, worth a combined $6.31M — down 61% from $16.1M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IMAR positions and 4 closed out — a net gain of 5 holders — while 4 added to existing stakes and 1 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $1.28M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $11.4M sold.

  • 21 institutional investors held Innovator International Developed Power Buffer ETF March (IMAR) as of Q2 2024, up from 17 in Q1 2024.
  • Funds reported $6.31M of Innovator International Developed Power Buffer ETF March stock for Q2 2024, down 61% quarter-over-quarter.
  • 9 funds opened new Innovator International Developed Power Buffer ETF March positions in Q2 2024 and 4 closed out, a net change of +5 holders.
  • The largest Innovator International Developed Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $1.28M added.
  • The largest Innovator International Developed Power Buffer ETF March seller in Q2 2024 was Personal CFO Solutions, an estimated $11.4M sold.

Based on aggregated 13F filings for Q2 2024.