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Innovator US Equity Power Buffer ETF March
PMAR

130 hedge funds and large institutions have $282M 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, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

3% more funds holding

Funds holding: 126 → 130 (+4)

1.82% less ownership

Funds ownership: 75.19% → 73.37% (-1.8%)

5% less capital invested

Capital invested by funds: $297M → $282M (-$15.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

83% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 65

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.9%
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
65
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$11.9M
2
PCM
Penserra Capital Management
California
+$5.98M
3
WIA
World Investment Advisors
California
+$3.25M
4
KAS
Kestra Advisory Services
Texas
+$649K
5
Jane Street
Jane Street
New York
+$447K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$27M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.11M
3
NA
NewEdge Advisors
Louisiana
-$3.63M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.02M
5
OMC
Old Mission Capital
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$2.34M -$17.2K -500 -0.8%
AWM
27
Atticus Wealth Management
Florida
$2.31M – – –
AWM
28
AE Wealth Management
Kansas
$2.31M -$953K -27,698 -30%
KWS
29
Keystone Wealth Services
California
$2.24M -$237K -6,880 -10%
SWPG
30
Strategic Wealth Partners Group
Illinois
$2.22M -$65.5K -1,904 -3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$2.09M -$1.22M -35,515 -38%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$2.05M -$166K -4,823 -8%
KWM
33
KFG Wealth Management
Indiana
$2.03M +$22.2K +645 +1%
VA
34
Valmark Advisers
Ohio
$1.95M – – –
Truist Financial
35
Truist Financial
North Carolina
$1.81M -$166K -4,828 -9%
CA
36
Cetera Advisors
Colorado
$1.8M -$49.8K -1,446 -3%
NA
37
NewEdge Advisors
Louisiana
$1.61M -$3.63M -105,393 -70%
BCM
38
Brookstone Capital Management
Illinois
$1.6M -$298K -8,670 -16%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1.59M -$9.5K -276 -0.6%
MSFS
40
Main Street Financial Solutions
Pennsylvania
$1.54M – – –
Wealth Enhancement Advisory Services
41
Wealth Enhancement Advisory Services
Minnesota
$1.46M -$396K -11,510 -22%
BA
42
Bellwether Advisors
Nebraska
$1.37M -$430K -12,498 -25%
WCM
43
Weaver Capital Management
Georgia
$1.34M +$1.29M +37,572 New
SCA
44
Stuart Chaussee & Associates
California
$1.22M – – –
W
45
WorthPointe
California
$1.16M – – –
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$989K -$3.44K -100 -0.4%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$948K -$10.1K -294 -1%
RJA
48
Raymond James & Associates
Florida
$937K +$25.5K +740 +3%
LWA
49
Lineweaver Wealth Advisors
Ohio
$922K -$15.2K -443 -2%
SFA
50
Sequoia Financial Advisors
Ohio
$811K -$49.2K -1,429 -6%
1
2
3 4 5

PMAR Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2023, worth a combined $282M — down 5.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMAR positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $27M.

  • 130 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $282M of Innovator US Equity Power Buffer ETF March stock for Q4 2023, down 5.1% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2023 was JP Morgan Chase, an estimated $11.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2023 was AllianceBernstein, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2023.