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Innovator US Equity Power Buffer ETF March
PMAR

91 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 85 → 91 (+6)

0.35% more ownership

Funds ownership: 69.55% → 69.9% (+0.35%)

6% less capital invested

Capital invested by funds: $164M → $154M (-$10.2M)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.98M
2
OMC
Old Mission Capital
Illinois
+$3.22M
3
LAS
Lloyd Advisory Services
Georgia
+$2.34M
4
PCM
Penserra Capital Management
California
+$2.11M
5
KAS
Kestra Advisory Services
Texas
+$1.91M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$21.2M
2
ICG
InterOcean Capital Group
Tennessee
-$1.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.54M
4
KWM
Kingsview Wealth Management
Oregon
-$1.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$1.44M -$7.71K -253 -0.5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.12M -$16.9K -556 -1%
AAS
28
Avantax Advisory Services
Texas
$1.1M +$232K +7,600 +25%
MIM
29
Macroview Investment Management
Maryland
$1.05M +$1.1M +36,185 New
LSPW
30
Lake Street Private Wealth
Illinois
$1.02M – – –
FCFC
31
First Commonwealth Financial Corp
Pennsylvania
$990K -$609 -20 -0.1%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$971K – – –
SWA
33
Sutton Wealth Advisors
Florida
$904K – – –
LWA
34
Lineweaver Wealth Advisors
Ohio
$880K – – –
IA
35
IFP Advisors
Florida
$822K +$68.2K +2,238 +8%
HighTower Advisors
36
HighTower Advisors
Illinois
$780K -$21.4K -701 -3%
KWS
37
Keystone Wealth Services
California
$778K -$411K -13,490 -34%
CA
38
Cetera Advisors
Colorado
$769K +$92.3K +3,029 +13%
DFA
39
DHJJ Financial Advisors
Illinois
$754K -$2.38K -78 -0.3%
WA
40
Wealth Alliance
New York
$735K – – –
AIA
41
Alera Investment Advisors
Illinois
$673K – – –
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$567K – – –
SAS
43
SMI Advisory Services
Indiana
$548K – – –
HI
44
Harbour Investments
Wisconsin
$543K – – –
CBFP
45
Cedar Brook Financial Partners
Ohio
$535K +$560K +18,375 New
VBFG
46
Vishria Bird Financial Group
Tennessee
$522K – – –
SAF
47
Smith Anglin Financial
Texas
$512K +$16K +525 +3%
S
48
SignatureFD
Georgia
$503K -$428K -14,041 -45%
SEP
49
Southland Equity Partners
Missouri
$462K – – –
RFG
50
Range Financial Group
Oregon
$460K – – –
1
2
3 4

PMAR Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2022, worth a combined $154M — down 6.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMAR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.98M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $21.2M sold.

  • 91 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $154M of Innovator US Equity Power Buffer ETF March stock for Q3 2022, down 6.2% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2022 and 5 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2022 was AE Wealth Management, an estimated $7.98M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2022 was Brookstone Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2022.