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Innovator US Equity Power Buffer ETF March
PMAR

183 hedge funds and large institutions have $476M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

5% more funds holding

Funds holding: 175 → 183 (+8)

3.27% less ownership

Funds ownership: 77.84% → 74.57% (-3.3%)

13% less capital invested

Capital invested by funds: $549M → $476M (-$73.8M)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
48
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.49M
2
HWM
HFG Wealth Management
Texas
+$8.21M
3
OIA
OneDigital Investment Advisors
Kansas
+$5.04M
4
DAS
Diversify Advisory Services
Utah
+$5.01M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.65M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$45M
2
PCS
Personal CFO Solutions
New Jersey
-$19M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$8.22M
4
WMA
West Michigan Advisors
Michigan
-$8.11M
5
LNC
Lincoln National Corp
Pennsylvania
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
26
Wealth Alliance
New York
$3.41M – – –
Wealth Enhancement Advisory Services
27
Wealth Enhancement Advisory Services
Minnesota
$3.38M -$237K -6,400 -7%
BWM
28
Brown Wealth Management
Illinois
$3.37M -$94K -2,540 -3%
BA
29
Bellwether Advisors
Nebraska
$3.32M -$37.7K -1,019 -1%
BPA
30
Beacon Pointe Advisors
California
$3.2M -$996K -26,936 -24%
AA
31
Advisory Alpha
Michigan
$3.19M -$15.2K -410 -0.5%
MW
32
MBL Wealth
North Carolina
$3.17M +$2.37M +64,120 +327%
DI
33
Diligent Investors
California
$3.1M – – –
BWM
34
BCS Wealth Management
Tennessee
$3.08M -$4.33K -117 -0.1%
CCG
35
Catalina Capital Group
California
$3.03M +$833K +22,517 +39%
MFG
36
MTM Financial Group
Pennsylvania
$2.9M +$21.3K +575 +0.8%
CAM
37
Cresset Asset Management
Illinois
$2.79M – – –
William Blair & Company
38
William Blair & Company
Illinois
$2.71M – – –
AWM
39
AE Wealth Management
Kansas
$2.6M -$45M -1,216,131 -95%
AWM
40
Atticus Wealth Management
Florida
$2.55M – – –
YWS
41
Yarger Wealth Strategies
Ohio
$2.51M +$360K +9,730 +17%
CHC
42
City Holding Co
West Virginia
$2.48M -$111K -3,006 -4%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.39M -$357K -9,641 -13%
RJA
44
Raymond James & Associates
Florida
$2.16M +$17.9K +484 +0.9%
GCP
45
Gill Capital Partners
Colorado
$2.15M -$4.88K -132 -0.2%
VA
46
Valmark Advisers
Ohio
$2.07M -$2.48K -67 -0.1%
CWS
47
Cypress Wealth Services
California
$2.03M – – –
MML Investors Services
48
MML Investors Services
Massachusetts
$2.03M +$232K +6,265 +13%
KWS
49
Keystone Wealth Services
California
$1.89M -$451K -12,180 -20%
RA
50
RFG Advisory
Alabama
$1.84M +$52.2K +1,412 +3%
1
2
3 4 5

PMAR Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2024, worth a combined $476M — down 13% from $549M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PMAR positions and 15 closed out — a net gain of 12 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $476M of Innovator US Equity Power Buffer ETF March stock for Q2 2024, down 13% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2024 and 15 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $8.49M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2024 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2024.