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Innovator US Equity Power Buffer ETF March
PMAR

92 hedge funds and large institutions have $162M invested in Innovator US Equity Power Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $154M → $162M (+$8.18M)

3.02% more ownership

Funds ownership: 69.9% → 72.93% (+3%)

1% more funds holding

Funds holding: 91 → 92 (+1)

80% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 41

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
8
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TW
Transform Wealth
Colorado
+$16.9M
2
PCM
Penserra Capital Management
California
+$2.24M
3
BCM
Brookstone Capital Management
Illinois
+$970K
4
LNC
Lincoln National Corp
Pennsylvania
+$297K
5
FFN
Focus Financial Network
Minnesota
+$200K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$6.93M
2
OMC
Old Mission Capital
Illinois
-$2.95M
3
KAS
Kestra Advisory Services
Texas
-$1.97M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.97M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
26
Avantax Advisory Services
Texas
$1.22M +$54.6K +1,800 +5%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.18M -$1.7K -56 -0.1%
FCFC
28
First Commonwealth Financial Corp
Pennsylvania
$1.04M -$2.09K -69 -0.2%
LSPW
29
Lake Street Private Wealth
Illinois
$1.04M -$39.8K -1,313 -4%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$999K -$24.9K -820 -2%
BCM
31
Brookstone Capital Management
Illinois
$988K +$970K +31,973 New
SWA
32
Sutton Wealth Advisors
Florida
$953K -$61 -2 -0%
LWA
33
Lineweaver Wealth Advisors
Ohio
$929K – – –
HighTower Advisors
34
HighTower Advisors
Illinois
$825K – – –
IA
35
IFP Advisors
Florida
$822K – – –
KWS
36
Keystone Wealth Services
California
$820K – – –
CA
37
Cetera Advisors
Colorado
$812K – – –
WA
38
Wealth Alliance
New York
$775K – – –
Truist Financial
39
Truist Financial
North Carolina
$764K -$1.04M -34,357 -58%
DFA
40
DHJJ Financial Advisors
Illinois
$741K -$53.3K -1,758 -7%
AIA
41
Alera Investment Advisors
Illinois
$710K – – –
RFG
42
Range Financial Group
Oregon
$598K +$111K +3,668 +23%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$589K -$9.1K -300 -2%
CBFP
44
Cedar Brook Financial Partners
Ohio
$564K – – –
SAS
45
SMI Advisory Services
Indiana
$548K – – –
VBFG
46
Vishria Bird Financial Group
Tennessee
$548K -$2.18K -72 -0.4%
S
47
SignatureFD
Georgia
$531K – – –
SEP
48
Southland Equity Partners
Missouri
$487K – – –
CA
49
CoreCap Advisors
Michigan
$475K – – –
SAF
50
Smith Anglin Financial
Texas
$443K -$96K -3,165 -18%
1
2
3 4 5

PMAR Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2022, worth a combined $162M — up 5.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMAR positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 41 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $16.9M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $6.93M sold.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $162M of Innovator US Equity Power Buffer ETF March stock for Q4 2022, up 5.3% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2022 and 10 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2022 was Transform Wealth, an estimated $16.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2022.