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Innovator US Equity Power Buffer ETF March

126 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% less ownership

Funds ownership: 76.43%75.19% (-1.2%)

4% less funds holding

Funds holding: 131126 (-5)

13% less capital invested

Capital invested by funds: $340M → $297M (-$43.5M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

78% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 60

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
13
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
51
Patriot Financial Group Insurance Agency
Massachusetts
$933K +$45.8K +1,350 +5%
LSPW
52
Lake Street Private Wealth
Illinois
$913K
BFEC
53
Benjamin F. Edwards & Company
Missouri
$901K -$159K -4,689 -15%
LWA
54
Lineweaver Wealth Advisors
Ohio
$881K
RJA
55
Raymond James & Associates
Florida
$857K +$3.39K +100 +0.4%
SFA
56
Sequoia Financial Advisors
Ohio
$811K -$21.6K -638 -3%
FCFC
57
First Commonwealth Financial Corp
Pennsylvania
$730K
DFA
58
DHJJ Financial Advisors
Illinois
$720K -$46.7K -1,376 -6%
AIA
59
Alera Investment Advisors
Illinois
$700K
SWA
60
Stratos Wealth Advisors
Ohio
$696K
SWM
61
Spire Wealth Management
Virginia
$691K
Citadel Advisors
62
Citadel Advisors
Florida
$680K +$688K +20,300 New
William Blair & Company
63
William Blair & Company
Illinois
$662K
AA
64
Advisory Alpha
Michigan
$653K
SB
65
Strategic Blueprint
Georgia
$647K +$39.5K +1,165 +6%
VBFG
66
Vishria Bird Financial Group
Tennessee
$586K
S
67
SignatureFD
Georgia
$579K
SWP
68
Summit Wealth Partners
Florida
$566K -$235K -6,924 -29%
CWS
69
Cypress Wealth Services
California
$546K
SPC
70
Sigma Planning Corp
Michigan
$528K -$31.4K -925 -6%
MML Investors Services
71
MML Investors Services
Massachusetts
$496K +$241K +7,116 +93%
OCM
72
Orion Capital Management
California
$492K
VWA
73
Visionary Wealth Advisors
Illinois
$478K
NFG
74
Nations Financial Group
Iowa
$471K -$23.4K -690 -5%
TF
75
Trek Financial
Arizona
$466K

PMAR Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2023, worth a combined $297M — down 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PMAR and 7 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.36M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.

  • 126 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2023, down from 131 in Q2 2023.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2023 and 10 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $2.36M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2023 was Cetera Investment Advisers, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.