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Innovator US Equity Power Buffer ETF March
PMAR

175 hedge funds and large institutions have $549M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

95% more capital invested

Capital invested by funds: $282M → $549M (+$268M)

35% more funds holding

Funds holding: 130 → 175 (+45)

4.47% more ownership

Funds ownership: 73.37% → 77.84% (+4.5%)

Holders
175
Holders Change
+45
Holders Change %
+34.62%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
53
Increased
81
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
+$44.1M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
Osaic Holdings
Osaic Holdings
Arizona
+$20.5M
4
PCS
Personal CFO Solutions
New Jersey
+$18.7M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$12.9M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.5M
2
WIA
World Investment Advisors
California
-$3.1M
3
GCP
Gill Capital Partners
Colorado
-$825K
4
OMC
Old Mission Capital
Illinois
-$704K
5
MHS
M Holdings Securities
Oregon
-$416K
Name Holding Trade Value Shares
Change 		Change in
Stake
BPA
26
Beacon Pointe Advisors
California
$4.1M +$1.3M +36,104 +48%
KWM
27
KFG Wealth Management
Indiana
$3.97M +$1.84M +50,830 +89%
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$3.58M +$3.52M +97,374 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$3.52M +$1.98M +54,731 +134%
W
30
WPWealth
Texas
$3.39M +$429K +11,872 +15%
BWM
31
Brown Wealth Management
Illinois
$3.37M +$2.49M +68,965 +307%
OWA
32
Outlook Wealth Advisors
Texas
$3.33M +$3.27M +90,543 New
BAM
33
Belpointe Asset Management
Nevada
$3.32M +$3.26M +90,091 New
WA
34
Wealth Alliance
New York
$3.31M +$147K +4,077 +5%
BA
35
Bellwether Advisors
Nebraska
$3.26M +$1.81M +49,970 +130%
AA
36
Advisory Alpha
Michigan
$3.11M +$2.35M +65,125 +335%
DI
37
Diligent Investors
California
$3.01M +$2.59M +71,712 +709%
BWM
38
BCS Wealth Management
Tennessee
$2.99M +$426K +11,801 +17%
MFG
39
MTM Financial Group
Pennsylvania
$2.79M +$78.1K +2,160 +3%
CAM
40
Cresset Asset Management
Illinois
$2.71M +$2.66M +73,577 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.68M +$545K +15,087 +26%
William Blair & Company
42
William Blair & Company
Illinois
$2.63M +$1.89M +52,364 +276%
CHC
43
City Holding Co
West Virginia
$2.51M -$21.4K -592 -0.9%
AWM
44
Atticus Wealth Management
Florida
$2.47M +$83.3K +2,305 +4%
KWS
45
Keystone Wealth Services
California
$2.28M -$38.5K -1,065 -2%
CCG
46
Catalina Capital Group
California
$2.11M +$2.07M +57,325 New
RJA
47
Raymond James & Associates
Florida
$2.08M +$1.09M +30,182 +115%
YWS
48
Yarger Wealth Strategies
Ohio
$2.08M +$2.04M +56,407 New
GCP
49
Gill Capital Partners
Colorado
$2.05M -$825K -22,820 -29%
VA
50
Valmark Advisers
Ohio
$2.02M – – –
1
2
3 4 5

PMAR Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2024, worth a combined $549M — up 95% from $282M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAR positions and 7 closed out — a net gain of 46 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $549M of Innovator US Equity Power Buffer ETF March stock for Q1 2024, up 95% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +46 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2024 was AE Wealth Management, an estimated $44.1M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2024 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.