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Innovator US Equity Power Buffer ETF March
PMAR

135 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

107% more capital invested

Capital invested by funds: $162M → $335M (+$173M)

47% more funds holding

Funds holding: 92 → 135 (+43)

5.24% more ownership

Funds ownership: 72.93% → 78.17% (+5.2%)

Holders
135
Holders Change
+43
Holders Change %
+46.74%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
56
Increased
47
Reduced
15
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
+$52.5M
2
SEP
Southland Equity Partners
Missouri
+$23.8M
3
MCM
MAI Capital Management
Ohio
+$10.8M
4
SCA
Stuart Chaussee & Associates
California
+$10.1M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$9.89M

Top Sellers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
-$17.1M
2
IA
IFP Advisors
Florida
-$553K
3
BFEC
Benjamin F. Edwards & Company
Missouri
-$509K
4
RJA
Raymond James & Associates
Florida
-$446K
5
BMD
Better Money Decisions
New Mexico
-$376K
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
76
Brown Brothers Harriman & Co
New York
$434K +$423K +13,500 New
VWA
77
Visionary Wealth Advisors
Illinois
$427K +$416K +13,281 New
AAP
78
Arax Advisory Partners
Colorado
$420K -$3.85K -123 -0.9%
CWG
79
Crown Wealth Group
North Carolina
$418K +$407K +13,000 New
EWM
80
Evermay Wealth Management
Virginia
$412K +$401K +12,800 New
SFG
81
Steward Financial Group
Texas
$385K +$375K +11,979 New
BOSSRA
82
B.O.S.S. Retirement Advisors
Utah
$385K +$4.92K +157 +1%
MHS
83
M Holdings Securities
Oregon
$380K – – –
RA
84
RFG Advisory
Alabama
$374K +$364K +11,626 New
FANJ
85
Financial Architects (New Jersey)
New Jersey
$358K +$349K +11,128 New
IA
86
IFP Advisors
Florida
$353K -$553K -17,637 -57%
FFA
87
Fragasso Financial Advisors
Pennsylvania
$349K +$340K +10,843 New
TC
88
TownSquare Capital
Utah
$347K +$78.8K +2,514 +30%
SAF
89
Smith Anglin Financial
Texas
$346K -$115K -3,679 -25%
PWA
90
Pillar Wealth Advisors
Pennsylvania
$346K – – –
ASN
91
Advisory Services Network
Georgia
$327K +$39.9K +1,273 +14%
WCG
92
Weaver Consulting Group
California
$326K +$318K +10,142 New
DI
93
Diligent Investors
California
$325K +$317K +10,115 New
PCS
94
Personal CFO Solutions
New Jersey
$318K +$310K +9,879 New
PWMG
95
Pinnacle Wealth Management Group
Michigan
$309K +$56.4K +1,800 +23%
BFC
96
Bedel Financial Consulting
Indiana
$308K – – –
SWM
97
Sugarloaf Wealth Management
Georgia
$303K +$160K +5,120 +119%
BRWA
98
B. Riley Wealth Advisors
Florida
$297K +$290K +9,242 New
OIA
99
OneDigital Investment Advisors
Kansas
$295K +$287K +9,168 New
ETIA
100
Epic Trust Investment Advisors
Washington
$292K – – –
2 3
4
5 6

PMAR Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2023, worth a combined $335M — up 107% from $162M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PMAR positions and 11 closed out — a net gain of 45 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $52.5M. The largest seller was Transform Wealth, exiting entirely with an estimated $17.1M sold.

  • 135 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $335M of Innovator US Equity Power Buffer ETF March stock for Q1 2023, up 107% quarter-over-quarter.
  • 56 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2023 and 11 closed out, a net change of +45 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2023 was AllianceBernstein, an estimated $52.5M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2023 was Transform Wealth, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2023.