Innovator US Equity Power Buffer ETF March
PMAR
34 hedge funds and large institutions have $35.3M invested in Innovator US Equity Power Buffer ETF March in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
48% more funds holding
Funds holding: 23 → 34 (+11)
13.21% more ownership
Funds ownership: 53.88% → 67.09% (+13%)
11% less capital invested
Capital invested by funds: $39.9M → $35.3M (-$4.58M)
57% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 7
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$10.3M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$3.35M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.09M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$560K |
| 5 |
GCP
Gill Capital Partners
Denver,
Colorado
|
+$269K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$9.79M |
| 2 |
DP
Denver PWM
Denver,
Colorado
|
-$3.06M |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$875K |
| 4 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$755K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$713K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFA
26
Valeo Financial Advisors
Carmel,
Indiana
| $54K | – | – | – |
|
|
GTAM
27
Global Trust Asset Management
West Palm Beach,
Florida
| $46K | – | – | – |
|
28
UBS Group
Zurich,
Switzerland
| $36K | -$45.5K | -1,622 | -56% |
|
|
LFG
29
Larson Financial Group
St Louis,
Missouri
| $32K | – | – | – |
|
|
ASN
30
Advisory Services Network
Atlanta,
Georgia
| $28K | +$28.1K | +1,000 | New |
|
|
SWA
31
Sutton Wealth Advisors
Tampa,
Florida
| $20.1K | – | – | – |
|
|
SFP
32
Sterling Financial Planning
Sparta,
New Jersey
| $19K | +$18.9K | +675 | New |
|
|
TWM
33
Tradition Wealth Management
Edina,
Minnesota
| $15K | +$14.9K | +531 | New |
|
|
CAAS
34
Capital Asset Advisory Services
Williamston,
Michigan
| $11K | +$10.4K | +370 | New |
|
|
ACM
35
Avalon Capital Management
Port Of Redwood City,
California
| – | -$9.79M | -354,232 | Closed |
|
|
DP
36
Denver PWM
Denver,
Colorado
| – | -$3.06M | -110,789 | Closed |
|
|
AAS
37
Avantax Advisory Services
Dallas,
Texas
| – | -$297K | -10,696 | Closed |
|
38
JP Morgan Chase
New York
| – | -$117K | -4,255 | Closed |
|
PMAR Hedge Fund Activity: Q4 2020 in Review
34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2020, worth a combined $35.3M — down 11% from $39.9M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new PMAR positions and 4 closed out — a net gain of 12 holders — while 3 added to existing stakes and 7 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.3M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $9.79M sold.
- 34 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2020, up from 23 in Q3 2020.
- Funds reported $35.3M of Innovator US Equity Power Buffer ETF March stock for Q4 2020, down 11% quarter-over-quarter.
- 16 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2020 and 4 closed out, a net change of +12 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2020 was HighTower Advisors, an estimated $10.3M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q4 2020 was Avalon Capital Management, an estimated $9.79M sold.
Based on aggregated 13F filings for Q4 2020.