PMAR icon

Innovator US Equity Power Buffer ETF March

129 hedge funds and large institutions have $279M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
11
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
26
Atticus Wealth Management
Florida
$2.31M
AWM
27
AE Wealth Management
Kansas
$2.31M -$996K -27,698 -30%
KWS
28
Keystone Wealth Services
California
$2.24M -$245K -6,880 -10%
SWPG
29
Strategic Wealth Partners Group
Illinois
$2.22M -$67.8K -1,904 -3%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$2.09M -$1.27M -35,515 -38%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$2.05M -$172K -4,823 -8%
KWM
32
KFG Wealth Management
Indiana
$2.03M +$23K +645 +1%
VA
33
Valmark Advisers
Ohio
$1.95M
Truist Financial
34
Truist Financial
North Carolina
$1.81M -$172K -4,828 -9%
CA
35
Cetera Advisors
Colorado
$1.8M -$51.5K -1,446 -3%
NA
36
NewEdge Advisors
Louisiana
$1.61M -$3.77M -105,393 -70%
BCM
37
Brookstone Capital Management
Illinois
$1.6M -$309K -8,670 -16%
BBPWM
38
Blue Bell Private Wealth Management
Pennsylvania
$1.59M -$9.83K -276 -0.6%
MSFS
39
Main Street Financial Solutions
Pennsylvania
$1.54M
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.46M -$410K -11,510 -22%
BA
41
Bellwether Advisors
Nebraska
$1.37M -$445K -12,498 -25%
WCM
42
Weaver Capital Management
Georgia
$1.34M +$1.34M +37,572 New
SCA
43
Stuart Chaussee & Associates
California
$1.22M
W
44
WorthPointe
California
$1.16M
PFGIA
45
Patriot Financial Group Insurance Agency
Massachusetts
$989K -$3.56K -100 -0.4%
BFEC
46
Benjamin F. Edwards & Company
Missouri
$948K -$10.5K -294 -1%
RJA
47
Raymond James & Associates
Florida
$937K +$26.4K +740 +3%
LWA
48
Lineweaver Wealth Advisors
Ohio
$922K -$15.8K -443 -2%
SFA
49
Sequoia Financial Advisors
Ohio
$811K -$50.9K -1,429 -6%
BWM
50
Brown Wealth Management
Illinois
$801K -$421K -11,832 -34%