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Innovator US Equity Power Buffer ETF March
PMAR

135 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more capital invested

Capital invested by funds: $162M → $335M (+$173M)

47% more funds holding

Funds holding: 92 → 135 (+43)

5.24% more ownership

Funds ownership: 72.93% → 78.17% (+5.2%)

Holders
135
Holders Change
+43
Holders Change %
+46.74%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
56
Increased
47
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$52.5M
2
SEP
Southland Equity Partners
Missouri
+$23.8M
3
MCM
MAI Capital Management
Ohio
+$10.8M
4
SCA
Stuart Chaussee & Associates
California
+$10.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
-$17.1M
2
IA
IFP Advisors
Florida
-$553K
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$509K
4
RJA
Raymond James & Associates
Florida
-$446K
5
BMD
Better Money Decisions
New Mexico
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJA
51
Raymond James & Associates
Florida
$819K -$446K -14,219 -36%
CAL
52
Capital Analysts LLC
Pennsylvania
$818K +$797K +25,449 New
SFA
53
Sequoia Financial Advisors
Ohio
$799K +$779K +24,849 New
SWP
54
Summit Wealth Partners
Florida
$794K +$773K +24,672 New
SWA
55
Stratos Wealth Advisors
Ohio
$792K +$771K +24,620 New
PFGIA
56
Patriot Financial Group Insurance Agency
Massachusetts
$784K +$163K +5,200 +27%
FCFC
57
First Commonwealth Financial Corp
Pennsylvania
$777K -$307K -9,782 -29%
AIA
58
Alera Investment Advisors
Illinois
$775K +$30.6K +978 +4%
DFA
59
DHJJ Financial Advisors
Illinois
$741K -$34.1K -1,087 -5%
SWM
60
Spire Wealth Management
Virginia
$675K +$657K +20,975 New
BAM
61
Belpointe Asset Management
Nevada
$659K +$641K +20,448 +41,731%
AA
62
Advisory Alpha
Michigan
$628K +$611K +19,510 New
William Blair & Company
63
William Blair & Company
Illinois
$610K +$580K +18,521 +4,071%
SAS
64
SMI Advisory Services
Indiana
$579K – – –
VBFG
65
Vishria Bird Financial Group
Tennessee
$574K – – –
CBFP
66
Cedar Brook Financial Partners
Ohio
$572K -$18.6K -595 -3%
S
67
SignatureFD
Georgia
$556K – – –
CWS
68
Cypress Wealth Services
California
$525K +$166K +5,311 +48%
SPC
69
Sigma Planning Corp
Michigan
$520K +$506K +16,155 New
GLR
70
Great Lakes Retirement
Ohio
$493K +$480K +15,312 New
NFG
71
Nations Financial Group
Iowa
$490K +$57.8K +1,845 +14%
OCM
72
Orion Capital Management
California
$479K +$163K +5,195 +54%
CPIG
73
Chicago Partners Investment Group
Illinois
$469K +$454K +14,504 New
HI
74
Harbour Investments
Wisconsin
$450K +$35.2K +1,122 +9%
TF
75
Trek Financial
Arizona
$449K +$437K +13,957 New
1 2
3
4 5

PMAR Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2023, worth a combined $335M — up 107% from $162M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PMAR positions and 11 closed out — a net gain of 45 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $52.5M. The largest seller was Transform Wealth, exiting entirely with an estimated $17.1M sold.

  • 135 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $335M of Innovator US Equity Power Buffer ETF March stock for Q1 2023, up 107% quarter-over-quarter.
  • 56 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2023 and 11 closed out, a net change of +45 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2023 was AllianceBernstein, an estimated $52.5M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2023 was Transform Wealth, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2023.