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Innovator US Equity Power Buffer ETF March

131 hedge funds and large institutions have $340M invested in Innovator US Equity Power Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more capital invested

Capital invested by funds: $335M → $340M (+$5.52M)

1.74% less ownership

Funds ownership: 78.17%76.43% (-1.7%)

3% less funds holding

Funds holding: 135131 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 54

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
24
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
51
Sutton Wealth Advisors
Florida
$1.01M
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$1M +$971K +29,693 New
GSIS
53
Global Strategic Investment Solutions
Arizona
$972K -$69.5K -2,127 -7%
LSPW
54
Lake Street Private Wealth
Illinois
$920K -$228K -6,966 -20%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$895K +$70.3K +2,150 +9%
LWA
56
Lineweaver Wealth Advisors
Ohio
$889K -$593K -18,127 -41%
RJA
57
Raymond James & Associates
Florida
$860K +$327 +10 +0%
CAL
58
Capital Analysts LLC
Pennsylvania
$851K
SFA
59
Sequoia Financial Advisors
Ohio
$839K
SWP
60
Summit Wealth Partners
Florida
$804K -$28K -856 -3%
DFA
61
DHJJ Financial Advisors
Illinois
$773K -$4.9K -150 -0.7%
FCFC
62
First Commonwealth Financial Corp
Pennsylvania
$736K -$76.9K -2,351 -10%
AIA
63
Alera Investment Advisors
Illinois
$706K -$104K -3,182 -13%
SWA
64
Stratos Wealth Advisors
Ohio
$702K -$126K -3,839 -16%
SWM
65
Spire Wealth Management
Virginia
$697K -$11.2K -344 -2%
William Blair & Company
66
William Blair & Company
Illinois
$667K +$25.7K +785 +4%
AA
67
Advisory Alpha
Michigan
$659K
SB
68
Strategic Blueprint
Georgia
$613K +$306K +9,354 +106%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$600K +$532K +16,278 +1,085%
VBFG
70
Vishria Bird Financial Group
Tennessee
$591K -$11.5K -352 -2%
S
71
SignatureFD
Georgia
$583K
SPC
72
Sigma Planning Corp
Michigan
$564K +$17.6K +537 +3%
CWS
73
Cypress Wealth Services
California
$555K
NFG
74
Nations Financial Group
Iowa
$498K -$16.4K -503 -3%
OCM
75
Orion Capital Management
California
$497K -$5.88K -180 -1%

PMAR Hedge Fund Activity: Q2 2023 in Review

131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2023, worth a combined $340M — up 1.6% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PMAR and 11 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 24 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.08M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $9.41M.

  • 131 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $340M of Innovator US Equity Power Buffer ETF March stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2023 was Penserra Capital Management, an estimated $2.08M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2023 was Stuart Chaussee & Associates, an estimated $9.41M sold.

Based on aggregated 13F filings for Q2 2023.