We are live on ! Find out more
PMAR icon

Innovator US Equity Power Buffer ETF March

131 hedge funds and large institutions have $340M invested in Innovator US Equity Power Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more capital invested

Capital invested by funds: $335M → $340M (+$5.52M)

1.74% less ownership

Funds ownership: 78.17%76.43% (-1.7%)

3% less funds holding

Funds holding: 135131 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 54

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
24
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.56M +$199K +6,090 +9%
KAS
27
Kestra Advisory Services
Texas
$2.54M
CHC
28
City Holding Co
West Virginia
$2.53M -$149K -4,550 -6%
MFG
29
MTM Financial Group
Pennsylvania
$2.52M -$19.7K -604 -0.8%
KWS
30
Keystone Wealth Services
California
$2.47M
BWM
31
BCS Wealth Management
Tennessee
$2.41M -$287K -8,782 -11%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.36M +$149K +4,553 +7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.34M -$286K -8,748 -11%
SWPG
34
Strategic Wealth Partners Group
Illinois
$2.29M -$79K -2,416 -3%
AWM
35
Atticus Wealth Management
Florida
$2.21M
BCM
36
Brookstone Capital Management
Illinois
$2.13M -$39.7K -1,213 -2%
KWM
37
KFG Wealth Management
Indiana
$2.02M -$481K -14,727 -20%
OMC
38
Old Mission Capital
Illinois
$1.99M +$1.93M +59,042 New
TC
39
TownSquare Capital
Utah
$1.9M +$1.49M +45,520 +422%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$1.89M -$4.58K -140 -0.2%
VA
41
Valmark Advisers
Ohio
$1.85M +$224K +6,865 +14%
CA
42
Cetera Advisors
Colorado
$1.77M -$27K -826 -2%
AAS
43
Avantax Advisory Services
Texas
$1.73M +$26.2K +800 +2%
BA
44
Bellwether Advisors
Nebraska
$1.72M -$11.2K -344 -0.7%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$1.52M +$1.34M +41,024 +1,026%
CA
46
Corrado Advisors
New Jersey
$1.36M -$10.1K -310 -0.8%
SCA
47
Stuart Chaussee & Associates
California
$1.15M -$9.41M -287,690 -89%
BWM
48
Brown Wealth Management
Illinois
$1.14M +$1.11M +33,811 New
W
49
WorthPointe
California
$1.11M -$233K -7,132 -18%
BFEC
50
Benjamin F. Edwards & Company
Missouri
$1.07M

PMAR Hedge Fund Activity: Q2 2023 in Review

131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2023, worth a combined $340M — up 1.6% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PMAR and 11 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 24 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.08M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $9.41M.

  • 131 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $340M of Innovator US Equity Power Buffer ETF March stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2023 was Penserra Capital Management, an estimated $2.08M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2023 was Stuart Chaussee & Associates, an estimated $9.41M sold.

Based on aggregated 13F filings for Q2 2023.