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Innovator US Equity Power Buffer ETF March

174 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 74.57%74.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 183174 (-9)

11% less capital invested

Capital invested by funds: $476M → $423M (-$52.3M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 85

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
23
Reduced
85
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BBPWM
51
Blue Bell Private Wealth Management
Pennsylvania
$1.67M -$22.9K -597 -1%
CWS
52
Cypress Wealth Services
California
$1.66M -$439K -11,428 -21%
CAC
53
Certified Advisory Corp
Florida
$1.6M
Wealth Enhancement Advisory Services
54
Wealth Enhancement Advisory Services
Minnesota
$1.56M -$1.9M -49,631 -56%
WCM
55
Weaver Capital Management
Georgia
$1.54M -$53.3K -1,389 -3%
PWMG
56
Pinnacle Wealth Management Group
Michigan
$1.52M
MSFS
57
Main Street Financial Solutions
Pennsylvania
$1.45M -$211K -5,500 -13%
SWA
58
Stratos Wealth Advisors
Ohio
$1.44M -$166K -4,334 -11%
CRWM
59
Castle Rock Wealth Management
California
$1.43M
CWG
60
Cornerstone Wealth Group
North Carolina
$1.42M -$110K -2,875 -7%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$1.38M +$1.35M +35,098 New
LWM
62
Lakeridge Wealth Management
Ohio
$1.37M -$14.7K -383 -1%
SCA
63
Stuart Chaussee & Associates
California
$1.34M
RAS
64
RPS Advisory Solutions
Kentucky
$1.31M -$12.1K -316 -0.9%
FIA
65
Foundations Investment Advisors
Arizona
$1.29M +$341K +8,874 +37%
TF
66
Trek Financial
Arizona
$1.29M -$499 -13 -0%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$1.28M +$21.9K +571 +2%
IA
68
IFP Advisors
Florida
$1.28M +$922K +24,030 +283%
CW
69
CreativeOne Wealth
Kansas
$1.26M -$6.41K -167 -0.5%
W
70
WorthPointe
California
$1.23M -$18.2K -474 -1%
HF
71
HRT Financial
New York
$1.18M +$933K +24,320 +430%
BIM
72
Bullseye Investment Management
Ohio
$1.15M -$77.8K -2,027 -7%
BWM
73
Brown Wealth Management
Illinois
$1.15M -$2.29M -59,691 -67%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$1.08M -$49.6K -1,293 -4%
FNWA
75
Financial Network Wealth Advisors
Utah
$1.06M

PMAR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2024, worth a combined $423M — down 11% from $476M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PMAR and 6 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 23 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.18M. The largest seller was Brookstone Capital Management, cutting an estimated $27.5M.

  • 174 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2024, down from 183 in Q2 2024.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF March stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2024 and 12 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.18M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.