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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

130 hedge funds and large institutions have $338M 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, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-4
Holders Change %
-2.99%
% of All Funds
2.05%
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
53
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$20.2M
2
OMC
2
Old Mission Capital
Illinois
$1.99M
3
TC
3
TownSquare Capital
Utah
$1.9M
4
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$1.52M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1M

Top Sellers

1
SCA
1
Stuart Chaussee & Associates
California
$1.15M
2
AWM
2
AE Wealth Management
Kansas
$3.59M
3
MCM
3
MAI Capital Management
Ohio
$8.41M
4
Jane Street
4
Jane Street
New York
$0
5
ICG
5
InterOcean Capital Group
Tennessee
$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$2.56M +$206K +6,090 +9%
KAS
27
Kestra Advisory Services
Texas
$2.54M – – –
CHC
28
City Holding Co
West Virginia
$2.53M -$154K -4,550 -6%
KWS
29
Keystone Wealth Services
California
$2.47M – – –
BWM
30
BCS Wealth Management
Tennessee
$2.41M -$297K -8,782 -11%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$2.36M +$154K +4,553 +7%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.34M -$295K -8,748 -11%
SWPG
33
Strategic Wealth Partners Group
Illinois
$2.29M -$81.6K -2,416 -3%
AWM
34
Atticus Wealth Management
Florida
$2.21M – – –
BCM
35
Brookstone Capital Management
Illinois
$2.13M -$40.8K -1,213 -2%
KWM
36
KFG Wealth Management
Indiana
$2.02M -$497K -14,727 -20%
OMC
37
Old Mission Capital
Illinois
$1.99M +$1.99M +59,042 New
TC
38
TownSquare Capital
Utah
$1.9M +$1.54M +45,520 +422%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$1.89M -$4.73K -140 -0.2%
VA
40
Valmark Advisers
Ohio
$1.85M +$232K +6,865 +14%
CA
41
Cetera Advisors
Colorado
$1.77M -$27.9K -826 -2%
AAS
42
Avantax Advisory Services
Texas
$1.73M +$27K +800 +2%
BA
43
Bellwether Advisors
Nebraska
$1.72M -$11.6K -344 -0.7%
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1.52M +$1.39M +41,024 +1,026%
CA
45
Corrado Advisors
New Jersey
$1.36M -$10.5K -310 -0.8%
SCA
46
Stuart Chaussee & Associates
California
$1.15M -$9.72M -287,690 -89%
BWM
47
Brown Wealth Management
Illinois
$1.14M +$1.14M +33,811 New
W
48
WorthPointe
California
$1.11M -$241K -7,132 -18%
BFEC
49
Benjamin F. Edwards & Company
Missouri
$1.07M – – –
SWA
50
Sutton Wealth Advisors
Florida
$1.01M – – –
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