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Innovator US Equity Power Buffer ETF March

126 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% less ownership

Funds ownership: 76.43%75.19% (-1.2%)

4% less funds holding

Funds holding: 131126 (-5)

13% less capital invested

Capital invested by funds: $340M → $297M (-$43.5M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

78% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 60

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
13
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAP
76
Arax Advisory Partners
Colorado
$438K
SAF
77
Smith Anglin Financial
Texas
$405K +$45.2K +1,333 +12%
MHS
78
M Holdings Securities
Oregon
$395K +$400K +11,808 New
RA
79
RFG Advisory
Alabama
$389K
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$379K -$10.9M -321,099 -97%
CPIG
81
Chicago Partners Investment Group
Illinois
$377K
CAL
82
Capital Analysts LLC
Pennsylvania
$376K -$482K -14,211 -56%
FFA
83
Fragasso Financial Advisors
Pennsylvania
$363K
HI
84
Harbour Investments
Wisconsin
$361K -$6.14K -181 -2%
PWA
85
Pillar Wealth Advisors
Pennsylvania
$360K
SFG
86
Steward Financial Group
Texas
$348K
DI
87
Diligent Investors
California
$339K
PWMG
88
Pinnacle Wealth Management Group
Michigan
$322K
BFC
89
Bedel Financial Consulting
Indiana
$321K
ETIA
90
Epic Trust Investment Advisors
Washington
$304K
BRWA
91
B. Riley Wealth Advisors
Florida
$298K -$6.78K -200 -2%
KWM
92
Kingsview Wealth Management
Oregon
$296K
JWBC
93
John W. Brooker & Co
California
$295K -$49.5K -1,460 -14%
CA
94
Continuum Advisory
Idaho
$289K +$292K +8,617 New
SCM
95
Schnieders Capital Management
California
$285K
SWM
96
Sugarloaf Wealth Management
Georgia
$265K -$50.9K -1,500 -16%
ASN
97
Advisory Services Network
Georgia
$264K -$43.2K -1,273 -14%
CNWM
98
Clay Northam Wealth Management
California
$260K
CWG
99
Crown Wealth Group
North Carolina
$255K -$54.2K -1,598 -17%
LPL Financial
100
LPL Financial
California
$246K +$249K +7,348 New

PMAR Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2023, worth a combined $297M — down 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PMAR and 7 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.36M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.

  • 126 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2023, down from 131 in Q2 2023.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2023 and 10 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $2.36M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2023 was Cetera Investment Advisers, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.