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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

173 hedge funds and large institutions have $546M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+44
Holders Change %
+34.11%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
80
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$47.3M
2
BCM
2
Brookstone Capital Management
Illinois
$34.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.2M
4
PCS
4
Personal CFO Solutions
New Jersey
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
WIA
2
World Investment Advisors
California
$0
3
GCP
3
Gill Capital Partners
Colorado
$2.05M
4
OMC
4
Old Mission Capital
Illinois
$0
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$1.89M +$1.77M +47,973 +1,375%
NA
52
NewEdge Advisors
Louisiana
$1.76M +$103K +2,791 +6%
CA
53
Corrado Advisors
New Jersey
$1.75M +$1.75M +47,448 New
MML Investors Services
54
MML Investors Services
Massachusetts
$1.74M +$1.12M +30,502 +181%
RA
55
RFG Advisory
Alabama
$1.74M +$1.31M +35,574 +306%
FFG
56
Frisch Financial Group
New York
$1.68M +$1.68M +45,744 New
BBPWM
57
Blue Bell Private Wealth Management
Pennsylvania
$1.63M -$17.7K -480 -1%
WCM
58
Weaver Capital Management
Georgia
$1.6M +$216K +5,860 +16%
MSFS
59
Main Street Financial Solutions
Pennsylvania
$1.57M -$26.9K -730 -2%
CAC
60
Certified Advisory Corp
Florida
$1.5M +$1.5M +40,843 New
CWG
61
Cornerstone Wealth Group
North Carolina
$1.44M +$1.44M +39,125 New
GSIS
62
Global Strategic Investment Solutions
Arizona
$1.43M +$1.43M +38,919 New
CRWM
63
Castle Rock Wealth Management
California
$1.37M +$1.37M +37,857 New
BIM
64
Bullseye Investment Management
Ohio
$1.36M +$1.36M +37,039 New
PWMG
65
Pinnacle Wealth Management Group
Michigan
$1.31M +$961K +26,110 +272%
SWA
66
Stratos Wealth Advisors
Ohio
$1.31M +$541K +14,695 +71%
OIA
67
OneDigital Investment Advisors
Kansas
$1.3M +$1.3M +35,353 New
SPC
68
Sigma Planning Corp
Michigan
$1.28M +$896K +24,336 +235%
SCA
69
Stuart Chaussee & Associates
California
$1.26M – – –
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$1.23M +$988K +26,829 +408%
CW
71
CreativeOne Wealth
Kansas
$1.19M +$1.19M +32,227 New
W
72
WorthPointe
California
$1.18M -$14.2K -386 -1%
TF
73
Trek Financial
Arizona
$1.17M +$667K +18,112 +133%
PFGIA
74
Patriot Financial Group Insurance Agency
Massachusetts
$1.15M +$129K +3,506 +13%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$1.15M +$616K +16,721 +116%
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3
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