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Innovator US Equity Power Buffer ETF March
PMAR

58 hedge funds and large institutions have $71M invested in Innovator US Equity Power Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% more ownership

Funds ownership: 61.18% → 65.7% (+4.5%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $73.8M → $71M (-$2.73M)

2% less funds holding

Funds holding: 59 → 58 (-1)

78% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 27

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
6
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$1.29M
2
HighTower Advisors
HighTower Advisors
Illinois
+$523K
3
RPGK
Retirement Planning Group (Kansas)
Kansas
+$295K
4
NF
Nikulski Financial
Iowa
+$198K
5
SB
Strategic Blueprint
Georgia
+$170K

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$2.25M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.08M
3
VBFG
Vishria Bird Financial Group
Tennessee
-$969K
4
Citadel Advisors
Citadel Advisors
Florida
-$722K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$709K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$460K -$453K -14,504 -50%
NFG
27
Nations Financial Group
Iowa
$456K -$23.4K -750 -5%
BWM
28
BCGM Wealth Management
Indiana
$449K – – –
AWM
29
AE Wealth Management
Kansas
$426K -$70.3K -2,250 -14%
SB
30
Strategic Blueprint
Georgia
$409K +$170K +5,431 +72%
VA
31
Valmark Advisers
Ohio
$378K +$108K +3,460 +41%
HI
32
Harbour Investments
Wisconsin
$372K – – –
PWA
33
Pillar Wealth Advisors
Pennsylvania
$339K +$336K +10,745 New
AAP
34
Arax Advisory Partners
Colorado
$332K -$6.93K -222 -2%
CG
35
Caprock Group
Idaho
$330K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$319K – – –
CAN
37
Cetera Advisor Networks
California
$302K -$86.8K -2,780 -22%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$298K +$295K +9,449 New
OCM
39
Orion Capital Management
California
$290K – – –
BFC
40
Bedel Financial Consulting
Indiana
$283K – – –
FFG
41
Frisch Financial Group
New York
$280K – – –
IF
42
Integrity Financial
Wyoming
$271K +$268K +8,597 New
RA
43
RiverTree Advisors
Florida
$268K -$3.12K -100 -1%
ASN
44
Advisory Services Network
Georgia
$249K – – –
AAS
45
Ameritas Advisory Services
Nebraska
$230K +$228K +7,293 New
AAS
46
Avantax Advisory Services
Texas
$229K – – –
NF
47
Nikulski Financial
Iowa
$200K +$198K +6,350 New
SWM
48
Sugarloaf Wealth Management
Georgia
$199K – – –
SAM
49
Strategic Asset Management
Minnesota
$175K – – –
SWA
50
Sutton Wealth Advisors
Florida
$174K – – –
1
2
3

PMAR Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2021, worth a combined $71M — down 3.7% from $73.8M a quarter earlier.

Fund positioning in PMAR was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 6 added to existing stakes and 27 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.29M. The largest seller was Old Mission Capital, cutting an estimated $2.25M.

  • 58 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2021, down from 59 in Q3 2021.
  • Funds reported $71M of Innovator US Equity Power Buffer ETF March stock for Q4 2021, down 3.7% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2021 was Penserra Capital Management, an estimated $1.29M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2021 was Old Mission Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2021.