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Innovator US Equity Power Buffer ETF March

188 hedge funds and large institutions have $641M 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, 92 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $423M → $641M (+$217M)

8% more funds holding

Funds holding: 174188 (+14)

1.01% more ownership

Funds ownership: 74.97%75.98% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

84% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 92

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% 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
92
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
MBL Wealth
North Carolina
$3.19M -$216K -5,435 -6%
DI
27
Diligent Investors
California
$3.13M -$33.1K -831 -1%
MFG
28
MTM Financial Group
Pennsylvania
$3.06M -$6.17K -155 -0.2%
BPA
29
Beacon Pointe Advisors
California
$3.01M -$186K -4,667 -6%
CAM
30
Cresset Asset Management
Illinois
$2.98M +$25.3K +636 +0.9%
William Blair & Company
31
William Blair & Company
Illinois
$2.87M
BWM
32
BCS Wealth Management
Tennessee
$2.84M -$204K -5,130 -7%
AA
33
Advisory Alpha
Michigan
$2.8M -$9.95K -250 -0.4%
AWM
34
Atticus Wealth Management
Florida
$2.7M
YWS
35
Yarger Wealth Strategies
Ohio
$2.61M -$50.9K -1,278 -2%
CHC
36
City Holding Co
West Virginia
$2.38M -$119K -3,000 -5%
VA
37
Valmark Advisers
Ohio
$2.19M -$6.33K -159 -0.3%
GCP
38
Gill Capital Partners
Colorado
$2.16M -$79.5K -1,997 -4%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$2.16M -$69.3K -1,741 -3%
AWM
40
AE Wealth Management
Kansas
$2.02M -$613K -15,397 -23%
SPIA
41
Steward Partners Investment Advisory
New York
$1.91M -$35.9K -901 -2%
KWS
42
Keystone Wealth Services
California
$1.89M -$8.55K -215 -0.5%
LPL Financial
43
LPL Financial
California
$1.81M +$23.6K +592 +1%
NA
44
NewEdge Advisors
Louisiana
$1.66M -$270K -6,786 -14%
CWS
45
Cypress Wealth Services
California
$1.65M -$46.1K -1,159 -3%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$1.64M -$66.3K -1,666 -4%
Wealth Enhancement Advisory Services
47
Wealth Enhancement Advisory Services
Minnesota
$1.6M +$10.8K +271 +0.7%
WCM
48
Weaver Capital Management
Georgia
$1.58M -$4.22K -106 -0.3%
PWMG
49
Pinnacle Wealth Management Group
Michigan
$1.55M
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$1.53M +$118K +2,956 +8%

PMAR Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2024, worth a combined $641M — up 51% from $423M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PMAR positions and 7 closed out — a net gain of 17 holders — while 15 added to existing stakes and 92 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.93M. The largest seller was AllianceBernstein, cutting an estimated $12.1M.

  • 188 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $641M of Innovator US Equity Power Buffer ETF March stock for Q4 2024, up 51% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +17 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $5.93M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2024 was AllianceBernstein, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.