PMAR icon

Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

173 hedge funds and large institutions have $546M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+44
Holders Change %
+34.11%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
80
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$47.3M
2
BCM
2
Brookstone Capital Management
Illinois
$34.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.2M
4
PCS
4
Personal CFO Solutions
New Jersey
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
WIA
2
World Investment Advisors
California
$0
3
GCP
3
Gill Capital Partners
Colorado
$2.05M
4
OMC
4
Old Mission Capital
Illinois
$0
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$4.1M +$1.33M +36,104 +48%
KWM
27
KFG Wealth Management
Indiana
$3.97M +$1.87M +50,830 +89%
CFCI
28
Comprehensive Financial Consultants Institutional
Indiana
$3.58M +$3.58M +97,374 New
Wealth Enhancement Advisory Services
29
Wealth Enhancement Advisory Services
Minnesota
$3.52M +$2.01M +54,731 +134%
W
30
WPWealth
Texas
$3.39M +$437K +11,872 +15%
BWM
31
Brown Wealth Management
Illinois
$3.37M +$2.54M +68,965 +307%
OWA
32
Outlook Wealth Advisors
Texas
$3.33M +$3.33M +90,543 New
BAM
33
Belpointe Asset Management
Nevada
$3.32M +$3.32M +90,091 New
WA
34
Wealth Alliance
New York
$3.31M +$150K +4,077 +5%
BA
35
Bellwether Advisors
Nebraska
$3.26M +$1.84M +49,970 +130%
AA
36
Advisory Alpha
Michigan
$3.11M +$2.4M +65,125 +335%
DI
37
Diligent Investors
California
$3.01M +$2.64M +71,712 +709%
BWM
38
BCS Wealth Management
Tennessee
$2.99M +$434K +11,801 +17%
CAM
39
Cresset Asset Management
Illinois
$2.71M +$2.71M +73,577 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.68M +$555K +15,087 +26%
William Blair & Company
41
William Blair & Company
Illinois
$2.63M +$1.93M +52,364 +276%
CHC
42
City Holding Co
West Virginia
$2.51M -$21.8K -592 -0.9%
AWM
43
Atticus Wealth Management
Florida
$2.47M +$84.8K +2,305 +4%
KWS
44
Keystone Wealth Services
California
$2.28M -$39.2K -1,065 -2%
CCG
45
Catalina Capital Group
California
$2.11M +$2.11M +57,325 New
RJA
46
Raymond James & Associates
Florida
$2.08M +$1.11M +30,182 +115%
YWS
47
Yarger Wealth Strategies
Ohio
$2.08M +$2.08M +56,407 New
GCP
48
Gill Capital Partners
Colorado
$2.05M -$825K -22,820 -29%
VA
49
Valmark Advisers
Ohio
$2.02M – – –
CWS
50
Cypress Wealth Services
California
$1.97M +$1.37M +37,285 +229%
1
2
3 4 5