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Innovator US Equity Power Buffer ETF March

65 hedge funds and large institutions have $78.5M invested in Innovator US Equity Power Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

122% more capital invested

Capital invested by funds: $35.3M → $78.5M (+$43.2M)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

91% more funds holding

Funds holding: 3465 (+31)

2.93% less ownership

Funds ownership: 67.09%64.16% (-2.9%)

Holders
65
Holders Change
+31
Holders Change %
+91.18%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
15
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIC
51
Ameritas Investment Company
Nebraska
$215K +$210K +7,293 New
AAS
52
Avantax Advisory Services
Texas
$215K +$209K +7,266 New
SWA
53
Sutton Wealth Advisors
Florida
$163K +$139K +4,820 +684%
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$121K +$118K +4,087 New
VFA
55
Valeo Financial Advisors
Indiana
$56K
BFEC
56
Benjamin F. Edwards & Company
Missouri
$44K +$43.2K +1,500 New
CCM
57
Covington Capital Management
California
$37K +$36K +1,250 New
GTAM
58
Global Trust Asset Management
Florida
$36K -$10.7K -370 -23%
OIA
59
Optimum Investment Advisors
Illinois
$30K +$28.8K +1,000 New
SFP
60
Sterling Financial Planning
New Jersey
$20K
LFG
61
Larson Financial Group
Missouri
$11K -$21.2K -735 -65%
CAAS
62
Capital Asset Advisory Services
Michigan
$11K
MF
63
Manchester Financial
California
$6K +$5.76K +200 New
WWM
64
Wolff Wiese Magana
California
$3K +$2.48K +86 New
SWM
65
Sugarloaf Wealth Management
Georgia
$186 +$45.5K +1,580 New
OMC
66
Old Mission Capital
Illinois
-$1.3M -45,842 Closed
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
-$1.1M -38,793 Closed
Wolverine Trading
68
Wolverine Trading
Illinois
-$569K -20,006 Closed
Citadel Advisors
69
Citadel Advisors
Florida
-$249K -8,749 Closed
SW
70
SlateStone Wealth
Florida
-$214K -7,523 Closed
SS
71
Simplicity Solutions
Minnesota
-$201K -7,050 Closed
UBS Group
72
UBS Group
Switzerland
-$36K -1,275 Closed

PMAR Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2021, worth a combined $78.5M — up 122% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PMAR positions and 7 closed out — a net gain of 31 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $10.3M. The largest seller was HighTower Advisors, cutting an estimated $5.46M.

  • 65 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $78.5M of Innovator US Equity Power Buffer ETF March stock for Q1 2021, up 122% quarter-over-quarter.
  • 38 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2021 and 7 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2021 was Osaic Holdings, an estimated $10.3M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2021 was HighTower Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2021.