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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

186 hedge funds and large institutions have $637M invested in Innovator US Equity Power Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 90 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
186
Holders Change
+14
Holders Change %
+8.14%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
15
Reduced
90
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$47.1M
2
HWM
2
HFG Wealth Management
Texas
$10M
3
KAS
3
Kestra Advisory Services
Texas
$8.94M
4
Citadel Advisors
4
Citadel Advisors
Florida
$973K
5
W
5
WPWealth
Texas
$594K

Top Sellers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$60.1M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$23.3M
3
OIA
3
OneDigital Investment Advisors
Kansas
$1.1M
4
CFCI
4
Comprehensive Financial Consultants Institutional
Indiana
$0
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MW
26
MBL Wealth
North Carolina
$3.19M -$218K -5,435 -6%
DI
27
Diligent Investors
California
$3.13M -$33.4K -831 -1%
BPA
28
Beacon Pointe Advisors
California
$3.01M -$188K -4,667 -6%
CAM
29
Cresset Asset Management
Illinois
$2.98M +$25.6K +636 +0.9%
William Blair & Company
30
William Blair & Company
Illinois
$2.87M – – –
BWM
31
BCS Wealth Management
Tennessee
$2.84M -$206K -5,130 -7%
AA
32
Advisory Alpha
Michigan
$2.8M -$10K -250 -0.4%
AWM
33
Atticus Wealth Management
Florida
$2.7M – – –
YWS
34
Yarger Wealth Strategies
Ohio
$2.61M -$51.4K -1,278 -2%
CHC
35
City Holding Co
West Virginia
$2.38M -$121K -3,000 -5%
VA
36
Valmark Advisers
Ohio
$2.19M -$6.39K -159 -0.3%
GCP
37
Gill Capital Partners
Colorado
$2.16M -$80.3K -1,997 -4%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$2.16M -$70K -1,741 -3%
AWM
39
AE Wealth Management
Kansas
$2.02M -$619K -15,397 -23%
SPIA
40
Steward Partners Investment Advisory
New York
$1.91M -$36.2K -901 -2%
KWS
41
Keystone Wealth Services
California
$1.89M -$8.64K -215 -0.5%
LPL Financial
42
LPL Financial
California
$1.81M +$23.8K +592 +1%
NA
43
NewEdge Advisors
Louisiana
$1.66M -$273K -6,786 -14%
CWS
44
Cypress Wealth Services
California
$1.65M -$46.6K -1,159 -3%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$1.64M -$67K -1,666 -4%
Wealth Enhancement Advisory Services
46
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$10.9K +271 +0.7%
WCM
47
Weaver Capital Management
Georgia
$1.58M -$4.26K -106 -0.3%
PWMG
48
Pinnacle Wealth Management Group
Michigan
$1.55M – – –
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$1.53M +$119K +2,956 +8%
RA
50
RFG Advisory
Alabama
$1.52M -$431K -10,733 -22%
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