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Innovator US Equity Power Buffer ETF March
PMAR

135 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more capital invested

Capital invested by funds: $162M → $335M (+$173M)

47% more funds holding

Funds holding: 92 → 135 (+43)

5.24% more ownership

Funds ownership: 72.93% → 78.17% (+5.2%)

Holders
135
Holders Change
+43
Holders Change %
+46.74%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
56
Increased
47
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$52.5M
2
SEP
Southland Equity Partners
Missouri
+$23.8M
3
MCM
MAI Capital Management
Ohio
+$10.8M
4
SCA
Stuart Chaussee & Associates
California
+$10.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
-$17.1M
2
IA
IFP Advisors
Florida
-$553K
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$509K
4
RJA
Raymond James & Associates
Florida
-$446K
5
BMD
Better Money Decisions
New Mexico
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
26
BCS Wealth Management
Tennessee
$2.58M +$374K +11,934 +18%
CHC
27
City Holding Co
West Virginia
$2.56M +$348K +11,095 +16%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.51M +$735K +23,457 +43%
MFG
29
MTM Financial Group
Pennsylvania
$2.42M +$300K +9,575 +15%
KAS
30
Kestra Advisory Services
Texas
$2.42M -$134K -4,267 -5%
KWM
31
KFG Wealth Management
Indiana
$2.41M +$843K +26,891 +56%
KWS
32
Keystone Wealth Services
California
$2.35M +$1.46M +46,497 +174%
SWPG
33
Strategic Wealth Partners Group
Illinois
$2.26M +$2.2M +70,133 New
Truist Financial
34
Truist Financial
North Carolina
$2.25M +$1.41M +44,996 +181%
AWM
35
Atticus Wealth Management
Florida
$2.1M +$2.05M +65,300 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.1M +$838K +26,746 +70%
BCM
37
Brookstone Capital Management
Illinois
$2.09M +$1.02M +32,683 +102%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$1.81M – – –
CA
39
Cetera Advisors
Colorado
$1.71M +$839K +26,762 +101%
BA
40
Bellwether Advisors
Nebraska
$1.65M – – –
AAS
41
Avantax Advisory Services
Texas
$1.62M +$334K +10,660 +27%
VA
42
Valmark Advisers
Ohio
$1.54M +$1.18M +37,731 +371%
LWA
43
Lineweaver Wealth Advisors
Ohio
$1.43M +$445K +14,201 +47%
RFG
44
Range Financial Group
Oregon
$1.31M +$666K +21,247 +109%
CA
45
Corrado Advisors
New Jersey
$1.3M +$1.04M +33,137 +448%
W
46
WorthPointe
California
$1.29M +$1.26M +40,054 New
LSPW
47
Lake Street Private Wealth
Illinois
$1.1M +$10.2K +325 +1%
BFEC
48
Benjamin F. Edwards & Company
Missouri
$1.02M -$509K -16,241 -34%
GSIS
49
Global Strategic Investment Solutions
Arizona
$994K +$968K +30,898 New
SWA
50
Sutton Wealth Advisors
Florida
$964K -$33.2K -1,060 -3%
1
2
3 4 5

PMAR Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2023, worth a combined $335M — up 107% from $162M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PMAR positions and 11 closed out — a net gain of 45 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $52.5M. The largest seller was Transform Wealth, exiting entirely with an estimated $17.1M sold.

  • 135 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $335M of Innovator US Equity Power Buffer ETF March stock for Q1 2023, up 107% quarter-over-quarter.
  • 56 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2023 and 11 closed out, a net change of +45 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2023 was AllianceBernstein, an estimated $52.5M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2023 was Transform Wealth, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2023.