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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

84 hedge funds and large institutions have $162M invested in Innovator US Equity Power Buffer ETF March in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 25 increasing their positions, 20 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+1
Holders Change %
+1.2%
% of All Funds
1.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
25
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$21.2M
2
PCM
2
Penserra Capital Management
California
$9.53M
3
FMWA
3
Forvis Mazars Wealth Advisors
Missouri
$1.59M
4
CHC
4
City Holding Co
West Virginia
$1.85M
5
KWM
5
Kingsview Wealth Management
Oregon
$1.7M

Top Sellers

1
5L
1
55I LLC
Massachusetts
$0
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$25.1M
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BPA
4
Beacon Pointe Advisors
California
$1.95M
5
MCM
5
MAI Capital Management
Ohio
$1.76M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$1.15M 39,078 +5,770 +17%
LSPW
27
Lake Street Private Wealth
Illinois
$1.04M 35,186 – –
FCFC
28
First Commonwealth Financial Corp
Pennsylvania
$1M 34,009 – –
RJFSA
29
Raymond James Financial Services Advisors
Florida
$984K 33,335 -887 -3%
S
30
SignatureFD
Georgia
$924K 31,318 – –
SWA
31
Sutton Wealth Advisors
Florida
$916K 31,037 – –
LWA
32
Lineweaver Wealth Advisors
Ohio
$892K 30,245 +1,605 +6%
AAS
33
Avantax Advisory Services
Texas
$892K 30,230 +14,700 +95%
HighTower Advisors
34
HighTower Advisors
Illinois
$815K 27,557 -5,689 -17%
DFA
35
DHJJ Financial Advisors
Illinois
$766K 25,955 +1,050 +4%
IA
36
IFP Advisors
Florida
$762K 28,632 – –
WA
37
Wealth Alliance
New York
$745K 25,229 – –
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$731K 24,767 +24,767 New
CA
39
Cetera Advisors
Colorado
$690K 23,390 +10,423 +80%
AIA
40
Alera Investment Advisors
Illinois
$682K 23,114 -68 -0.3%
AWM
41
AE Wealth Management
Kansas
$595K 20,166 +24 +0.1%
SWM
42
Spire Wealth Management
Virginia
$575K 19,500 – –
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$574K 19,461 – –
SAS
44
SMI Advisory Services
Indiana
$556K 18,835 +18,835 New
HI
45
Harbour Investments
Wisconsin
$543K 18,399 +18,399 New
VBFG
46
Vishria Bird Financial Group
Tennessee
$529K 17,925 -79 -0.4%
SAF
47
Smith Anglin Financial
Texas
$504K 17,070 -639 -4%
CA
48
CoreCap Advisors
Michigan
$470K 15,918 -11,564 -42%
SEP
49
Southland Equity Partners
Missouri
$468K 15,851 – –
RFG
50
Range Financial Group
Oregon
$466K 15,803 +3,027 +24%
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