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Innovator US Equity Power Buffer ETF March

65 hedge funds and large institutions have $78.5M invested in Innovator US Equity Power Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

122% more capital invested

Capital invested by funds: $35.3M → $78.5M (+$43.2M)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

91% more funds holding

Funds holding: 3465 (+31)

2.93% less ownership

Funds ownership: 67.09%64.16% (-2.9%)

Holders
65
Holders Change
+31
Holders Change %
+91.18%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
15
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
26
Cetera Advisor Networks
California
$501K -$2.22M -77,014 -82%
NFG
27
Nations Financial Group
Iowa
$450K +$439K +15,233 New
BWM
28
BCGM Wealth Management
Indiana
$427K +$120K +4,169 +41%
TWM
29
Tradition Wealth Management
Minnesota
$423K +$398K +13,807 +2,600%
AWM
30
AE Wealth Management
Kansas
$416K +$154K +5,352 +61%
HI
31
Harbour Investments
Wisconsin
$410K +$400K +13,893 New
VWA
32
Visionary Wealth Advisors
Illinois
$353K +$344K +11,952 New
MHS
33
M Holdings Securities
Oregon
$349K +$340K +11,808 New
SIA
34
Soltis Investment Advisors
Utah
$340K -$9.13K -317 -3%
RTS
35
Round Table Services
New Jersey
$330K -$77.8K -2,700 -19%
BA
36
Bellwether Advisors
Nebraska
$309K -$1.01K -35 -0.3%
CG
37
Caprock Group
Idaho
$309K +$301K +10,450 New
PFGIA
38
Patriot Financial Group Insurance Agency
Massachusetts
$299K +$291K +10,116 New
CA
39
Cetera Advisors
Colorado
$298K +$291K +10,100 New
SAF
40
Smith Anglin Financial
Texas
$292K +$285K +9,898 New
OCM
41
Orion Capital Management
California
$271K +$265K +9,193 New
FFG
42
Frisch Financial Group
New York
$265K +$259K +8,980 New
FFN
43
Focus Financial Network
Minnesota
$256K +$249K +8,655 New
RA
44
RiverTree Advisors
Florida
$254K +$248K +8,600 New
BFC
45
Bedel Financial Consulting
Indiana
$253K
VA
46
Valmark Advisers
Ohio
$248K +$242K +8,413 New
SSWM
47
Smith Salley Wealth Management
North Carolina
$239K
IA
48
IFP Advisors
Florida
$234K +$18.3K +634 +9%
ASN
49
Advisory Services Network
Georgia
$233K +$198K +6,888 +689%
CPIG
50
Chicago Partners Investment Group
Illinois
$233K +$223K +7,746 New

PMAR Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2021, worth a combined $78.5M — up 122% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PMAR positions and 7 closed out — a net gain of 31 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $10.3M. The largest seller was HighTower Advisors, cutting an estimated $5.46M.

  • 65 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $78.5M of Innovator US Equity Power Buffer ETF March stock for Q1 2021, up 122% quarter-over-quarter.
  • 38 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2021 and 7 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2021 was Osaic Holdings, an estimated $10.3M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2021 was HighTower Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2021.