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Innovator US Equity Power Buffer ETF March

131 hedge funds and large institutions have $340M invested in Innovator US Equity Power Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more capital invested

Capital invested by funds: $335M → $340M (+$5.52M)

1.74% less ownership

Funds ownership: 78.17%76.43% (-1.7%)

3% less funds holding

Funds holding: 135131 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 54

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
24
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
76
Visionary Wealth Advisors
Illinois
$482K +$32.6K +997 +8%
TF
77
Trek Financial
Arizona
$470K -$1.08K -33 -0.2%
AAP
78
Arax Advisory Partners
Colorado
$441K
EWM
79
Evermay Wealth Management
Virginia
$432K
RA
80
RFG Advisory
Alabama
$393K
CPIG
81
Chicago Partners Investment Group
Illinois
$385K -$104K -3,173 -22%
FANJ
82
Financial Architects (New Jersey)
New Jersey
$376K
HI
83
Harbour Investments
Wisconsin
$370K -$99.4K -3,040 -22%
FFA
84
Fragasso Financial Advisors
Pennsylvania
$366K
CBFP
85
Cedar Brook Financial Partners
Ohio
$366K -$227K -6,950 -39%
SAF
86
Smith Anglin Financial
Texas
$363K
PWA
87
Pillar Wealth Advisors
Pennsylvania
$363K
SFG
88
Steward Financial Group
Texas
$351K -$51.5K -1,576 -13%
JWBC
89
John W. Brooker & Co
California
$346K +$70.8K +2,165 +27%
DI
90
Diligent Investors
California
$342K
PWMG
91
Pinnacle Wealth Management Group
Michigan
$324K
BFC
92
Bedel Financial Consulting
Indiana
$324K
JP Morgan Chase
93
JP Morgan Chase
New York
$322K +$312K +9,533 New
SWM
94
Sugarloaf Wealth Management
Georgia
$318K
OIA
95
OneDigital Investment Advisors
Kansas
$314K +$4.09K +125 +1%
CWG
96
Crown Wealth Group
North Carolina
$311K -$124K -3,802 -29%
ASN
97
Advisory Services Network
Georgia
$309K -$32.7K -1,000 -10%
BRWA
98
B. Riley Wealth Advisors
Florida
$307K -$5.07K -155 -2%
ETIA
99
Epic Trust Investment Advisors
Washington
$307K
RW
100
RVW Wealth
California
$305K +$295K +9,034 New

PMAR Hedge Fund Activity: Q2 2023 in Review

131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2023, worth a combined $340M — up 1.6% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PMAR and 11 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 24 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.08M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $9.41M.

  • 131 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $340M of Innovator US Equity Power Buffer ETF March stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2023 was Penserra Capital Management, an estimated $2.08M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2023 was Stuart Chaussee & Associates, an estimated $9.41M sold.

Based on aggregated 13F filings for Q2 2023.