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Innovator US Equity Power Buffer ETF March
PMAR

85 hedge funds and large institutions have $164M invested in Innovator US Equity Power Buffer ETF March in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 84 → 85 (+1)

3% more capital invested

Capital invested by funds: $159M → $164M (+$4.57M)

2.35% less ownership

Funds ownership: 71.9% → 69.55% (-2.4%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
26
Reduced
20
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$9.77M
2
PCM
Penserra Capital Management
California
+$1.94M
3
FMWA
Forvis Mazars Wealth Advisors
Missouri
+$1.66M
4
CHC
City Holding Co
West Virginia
+$1.5M
5
MFG
MTM Financial Group
Pennsylvania
+$1.48M

Top Sellers

Rank Fund Capital Flow
1
5L
55I LLC
Massachusetts
-$4.62M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$1.29M
3
OPS
Orion Portfolio Solutions
Nebraska
-$808K
4
BPA
Beacon Pointe Advisors
California
-$606K
5
MCM
MAI Capital Management
Ohio
-$463K
Name Holding Trade Value Shares
Change 		Change in
Stake
KWS
26
Keystone Wealth Services
California
$1.19M +$439K +14,270 +55%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.15M +$177K +5,770 +17%
LSPW
28
Lake Street Private Wealth
Illinois
$1.04M – – –
FCFC
29
First Commonwealth Financial Corp
Pennsylvania
$1M – – –
RJFSA
30
Raymond James Financial Services Advisors
Florida
$984K -$27.3K -887 -3%
S
31
SignatureFD
Georgia
$924K – – –
SWA
32
Sutton Wealth Advisors
Florida
$916K – – –
LWA
33
Lineweaver Wealth Advisors
Ohio
$892K +$49.3K +1,605 +6%
AAS
34
Avantax Advisory Services
Texas
$892K +$452K +14,700 +95%
HighTower Advisors
35
HighTower Advisors
Illinois
$815K -$175K -5,689 -17%
DFA
36
DHJJ Financial Advisors
Illinois
$766K +$32.3K +1,050 +4%
IA
37
IFP Advisors
Florida
$762K – – –
WA
38
Wealth Alliance
New York
$745K – – –
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$731K +$761K +24,767 New
CA
40
Cetera Advisors
Colorado
$690K +$320K +10,423 +80%
AIA
41
Alera Investment Advisors
Illinois
$682K -$2.09K -68 -0.3%
AWM
42
AE Wealth Management
Kansas
$595K +$738 +24 +0.1%
SWM
43
Spire Wealth Management
Virginia
$575K – – –
PFGIA
44
Patriot Financial Group Insurance Agency
Massachusetts
$574K – – –
SAS
45
SMI Advisory Services
Indiana
$556K +$579K +18,835 New
HI
46
Harbour Investments
Wisconsin
$543K +$566K +18,399 New
VBFG
47
Vishria Bird Financial Group
Tennessee
$529K -$2.43K -79 -0.4%
SAF
48
Smith Anglin Financial
Texas
$504K -$19.6K -639 -4%
CA
49
CoreCap Advisors
Michigan
$470K -$356K -11,564 -42%
SEP
50
Southland Equity Partners
Missouri
$468K – – –
1
2
3 4

PMAR Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2022, worth a combined $164M — up 2.9% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMAR positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $9.77M. The largest seller was 55I LLC, exiting entirely with an estimated $4.62M sold.

  • 85 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2022, up from 84 in Q1 2022.
  • Funds reported $164M of Innovator US Equity Power Buffer ETF March stock for Q2 2022, up 2.9% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2022 was Brookstone Capital Management, an estimated $9.77M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2022 was 55I LLC, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.