We are live on ! Find out more
PMAR icon

Innovator US Equity Power Buffer ETF March

59 hedge funds and large institutions have $73.8M invested in Innovator US Equity Power Buffer ETF March in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.67% more ownership

Funds ownership: 60.5%61.18% (+0.67%)

6% less funds holding

Funds holding: 6359 (-4)

10% less capital invested

Capital invested by funds: $82.3M → $73.8M (-$8.48M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

Holders
59
Holders Change
-4
Holders Change %
-6.35%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
11
Reduced
15
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$578K -$67.7K -2,198 -10%
AWM
27
AE Wealth Management
Kansas
$483K
NFG
28
Nations Financial Group
Iowa
$466K
BWM
29
BCGM Wealth Management
Indiana
$446K
CAN
30
Cetera Advisor Networks
California
$379K -$122K -3,959 -24%
HI
31
Harbour Investments
Wisconsin
$362K -$53.9K -1,750 -13%
FFG
32
Frisch Financial Group
New York
$349K
AAP
33
Arax Advisory Partners
Colorado
$330K
CG
34
Caprock Group
Idaho
$321K
PFGIA
35
Patriot Financial Group Insurance Agency
Massachusetts
$310K
OCM
36
Orion Capital Management
California
$282K
BFC
37
Bedel Financial Consulting
Indiana
$275K
FFN
38
Focus Financial Network
Minnesota
$265K
MWP
39
Madison Wealth Partners
Wisconsin
$264K
RA
40
RiverTree Advisors
Florida
$264K
VA
41
Valmark Advisers
Ohio
$261K
ACM
42
AlphaStar Capital Management
North Carolina
$254K +$251K +8,143 New
ASN
43
Advisory Services Network
Georgia
$242K
SB
44
Strategic Blueprint
Georgia
$231K +$217K +7,060 +1,535%
AIC
45
Ameritas Investment Company
Nebraska
$224K
AAS
46
Avantax Advisory Services
Texas
$223K
IA
47
IFP Advisors
Florida
$204K
SWM
48
Sugarloaf Wealth Management
Georgia
$193K
SAM
49
Strategic Asset Management
Minnesota
$171K +$171K +5,550 New
SWA
50
Sutton Wealth Advisors
Florida
$169K

PMAR Hedge Fund Activity: Q3 2021 in Review

59 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2021, worth a combined $73.8M — down 10% from $82.3M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PMAR and 5 opened new positions — a net loss of 2 holders — while 15 trimmed existing stakes and 11 added.

The largest buyer was Old Mission Capital, adding an estimated $1.67M. The largest seller was Advisory Alpha, exiting entirely with an estimated $2.83M sold.

  • 59 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2021, down from 63 in Q2 2021.
  • Funds reported $73.8M of Innovator US Equity Power Buffer ETF March stock for Q3 2021, down 10% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2021 and 7 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2021 was Old Mission Capital, an estimated $1.67M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2021 was Advisory Alpha, an estimated $2.83M sold.

Based on aggregated 13F filings for Q3 2021.