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Innovator US Equity Power Buffer ETF March
PMAR

91 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 85 → 91 (+6)

0.35% more ownership

Funds ownership: 69.55% → 69.9% (+0.35%)

6% less capital invested

Capital invested by funds: $164M → $154M (-$10.2M)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$7.98M
2
OMC
Old Mission Capital
Illinois
+$3.22M
3
LAS
Lloyd Advisory Services
Georgia
+$2.34M
4
PCM
Penserra Capital Management
California
+$2.11M
5
KAS
Kestra Advisory Services
Texas
+$1.91M

Top Sellers

1
BCM
Brookstone Capital Management
Illinois
-$21.2M
2
ICG
InterOcean Capital Group
Tennessee
-$1.57M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.54M
4
KWM
Kingsview Wealth Management
Oregon
-$1.45M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$731K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
76
TownSquare Capital
Utah
$218K +$228K +7,490 New
CA
77
Corrado Advisors
New Jersey
$215K – – –
SAM
78
Strategic Asset Management
Minnesota
$162K – – –
SWM
79
Sugarloaf Wealth Management
Georgia
$140K -$45.7K -1,500 -24%
UBS Group
80
UBS Group
Switzerland
$118K +$102K +3,363 +484%
SOS
81
Silver Oak Securities
Tennessee
$111K +$101K +3,323 New
IF
82
Integrity Financial
Wyoming
$92K -$98.4K -3,229 -51%
LS
83
Leelyn Smith
Illinois
$55K +$57.4K +1,885 New
CFD
84
Creative Financial Designs
Indiana
$44K – – –
CCM
85
Covington Capital Management
California
$44K +$30.5K +1,000 +200%
Morgan Stanley
86
Morgan Stanley
New York
$43K +$23.9K +786 +113%
GTAM
87
Global Trust Asset Management
Florida
$36K – – –
WCAMG
88
Woodard & Company Asset Management Group
North Carolina
$23K +$24.4K +800 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$3K – – –
WWM
90
Wolff Wiese Magana
California
$1K – – –
TAM
91
Tucker Asset Management
Colorado
$273 – – –
BCM
92
Brookstone Capital Management
Illinois
– -$21.2M -705,136 Closed
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
– -$731K -24,767 Closed
SWM
94
Spire Wealth Management
Virginia
– -$575K -19,500 Closed
AAS
95
Ameritas Advisory Services
Nebraska
– -$216K -7,323 Closed
HBW
96
Hazlett, Burt & Watson
West Virginia
– -$24K -800 Closed
1 2 3
4

PMAR Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2022, worth a combined $154M — down 6.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMAR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.98M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $21.2M sold.

  • 91 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $154M of Innovator US Equity Power Buffer ETF March stock for Q3 2022, down 6.2% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2022 and 5 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2022 was AE Wealth Management, an estimated $7.98M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2022 was Brookstone Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2022.