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Innovator US Equity Power Buffer ETF March

92 hedge funds and large institutions have $162M invested in Innovator US Equity Power Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $154M → $162M (+$8.18M)

3.02% more ownership

Funds ownership: 69.9%72.93% (+3%)

1% more funds holding

Funds holding: 9192 (+1)

80% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 41

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
8
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CA
76
Corrado Advisors
New Jersey
$227K
FFN
77
Focus Financial Network
Minnesota
$203K +$200K +6,606 New
SWM
78
Sugarloaf Wealth Management
Georgia
$132K -$15.2K -500 -10%
LS
79
Leelyn Smith
Illinois
$68.7K +$10.6K +350 +19%
MCC
80
Money Concepts Capital
Florida
$66.4K +$65.5K +2,160 New
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$56K +$55.6K +1,834 New
IF
82
Integrity Financial
Wyoming
$48.3K -$47.7K -1,572 -50%
GTAM
83
Global Trust Asset Management
Florida
$37.8K
USCWA
84
U.S. Capital Wealth Advisors
Texas
$36.9K +$36.4K +1,200 New
FA
85
Fiduciary Alliance
South Carolina
$24.2K +$23.9K +787 New
Morgan Stanley
86
Morgan Stanley
New York
$21.4K -$23.8K -786 -53%
William Blair & Company
87
William Blair & Company
Illinois
$14K +$13.8K +455 New
WWM
88
Wolff Wiese Magana
California
$1.57K
BAM
89
Belpointe Asset Management
Nevada
$1.5K +$1.49K +49 New
TAM
90
Tucker Asset Management
Colorado
$277
RWPA
91
Richard W. Paul & Associates
Michigan
$154 +$152 +5 New
GSIS
92
Global Strategic Investment Solutions
Arizona
-$6.93M -238,006 Closed
MIM
93
Macroview Investment Management
Maryland
-$1.05M -36,185 Closed
Goldman Sachs
94
Goldman Sachs
New York
-$459K -15,765 Closed
KWM
95
Kingsview Wealth Management
Oregon
-$288K -9,885 Closed
ML
96
McAdam LLC
Pennsylvania
-$281K -9,633 Closed
UBS Group
97
UBS Group
Switzerland
-$118K -4,058 Closed
SOS
98
Silver Oak Securities
Tennessee
-$111K -3,323 Closed
CFD
99
Creative Financial Designs
Indiana
-$44K -1,500 Closed
WCAMG
100
Woodard & Company Asset Management Group
North Carolina
-$23K -800 Closed

PMAR Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2022, worth a combined $162M — up 5.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMAR positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 41 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $16.9M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $6.93M sold.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $162M of Innovator US Equity Power Buffer ETF March stock for Q4 2022, up 5.3% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2022 and 10 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2022 was Transform Wealth, an estimated $16.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2022.