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Innovator US Equity Power Buffer ETF March

126 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% less ownership

Funds ownership: 76.43%75.19% (-1.2%)

4% less funds holding

Funds holding: 131126 (-5)

13% less capital invested

Capital invested by funds: $340M → $297M (-$43.5M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

78% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 60

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
13
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OMC
26
Old Mission Capital
Illinois
$2.48M +$506K +14,915 +25%
MFG
27
MTM Financial Group
Pennsylvania
$2.47M -$34.5K -1,016 -1%
BWM
28
BCS Wealth Management
Tennessee
$2.36M -$24.2K -715 -1%
KWS
29
Keystone Wealth Services
California
$2.34M -$112K -3,300 -5%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$2.21M -$124K -3,644 -5%
AWM
31
Atticus Wealth Management
Florida
$2.17M -$13.6K -400 -0.6%
SWPG
32
Strategic Wealth Partners Group
Illinois
$2.15M -$120K -3,537 -5%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$2.09M -$231K -6,808 -10%
AAS
34
Avantax Advisory Services
Texas
$1.96M +$253K +7,454 +15%
KWM
35
KFG Wealth Management
Indiana
$1.89M -$116K -3,424 -6%
Truist Financial
36
Truist Financial
North Carolina
$1.86M -$689K -20,325 -27%
VA
37
Valmark Advisers
Ohio
$1.83M
BCM
38
Brookstone Capital Management
Illinois
$1.8M -$332K -9,789 -15%
Wealth Enhancement Advisory Services
39
Wealth Enhancement Advisory Services
Minnesota
$1.76M +$1.78M +52,432 New
CA
40
Cetera Advisors
Colorado
$1.74M -$12.3K -363 -0.7%
BA
41
Bellwether Advisors
Nebraska
$1.71M
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$1.5M -$3.66K -108 -0.2%
MSFS
43
Main Street Financial Solutions
Pennsylvania
$1.45M -$433K -12,775 -23%
CA
44
Corrado Advisors
New Jersey
$1.34M -$11.6K -342 -0.9%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.19M +$193K +5,699 +19%
BWM
46
Brown Wealth Management
Illinois
$1.15M +$16.9K +497 +1%
SCA
47
Stuart Chaussee & Associates
California
$1.14M
W
48
WorthPointe
California
$1.09M -$16.5K -487 -1%
SWA
49
Sutton Wealth Advisors
Florida
$1M
GSIS
50
Global Strategic Investment Solutions
Arizona
$947K -$16.6K -489 -2%

PMAR Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2023, worth a combined $297M — down 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PMAR and 7 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.36M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.

  • 126 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2023, down from 131 in Q2 2023.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2023 and 10 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $2.36M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2023 was Cetera Investment Advisers, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.