We are live on ! Find out more
PMAR icon

Innovator US Equity Power Buffer ETF March
PMAR

130 hedge funds and large institutions have $282M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

3% more funds holding

Funds holding: 126 → 130 (+4)

1.82% less ownership

Funds ownership: 75.19% → 73.37% (-1.8%)

5% less capital invested

Capital invested by funds: $297M → $282M (-$15.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

83% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 65

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
11
Reduced
65
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$11.9M
2
PCM
Penserra Capital Management
California
+$5.98M
3
WIA
World Investment Advisors
California
+$3.25M
4
KAS
Kestra Advisory Services
Texas
+$649K
5
Jane Street
Jane Street
New York
+$447K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$27M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.11M
3
NA
NewEdge Advisors
Louisiana
-$3.63M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.02M
5
OMC
Old Mission Capital
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
FA
76
FSA Advisors
Michigan
$426K +$411K +11,958 New
SWP
77
Summit Wealth Partners
Florida
$425K -$170K -4,951 -29%
MHS
78
M Holdings Securities
Oregon
$416K -$3.99K -116 -1%
RA
79
RFG Advisory
Alabama
$414K – – –
CAL
80
Capital Analysts LLC
Pennsylvania
$400K – – –
FFA
81
Fragasso Financial Advisors
Pennsylvania
$386K – – –
SAF
82
Smith Anglin Financial
Texas
$385K -$44.4K -1,289 -11%
HI
83
Harbour Investments
Wisconsin
$383K – – –
PWA
84
Pillar Wealth Advisors
Pennsylvania
$383K – – –
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$383K -$20.1K -585 -5%
SPC
86
Sigma Planning Corp
Michigan
$368K -$187K -5,430 -34%
DI
87
Diligent Investors
California
$360K – – –
FNWA
88
Financial Network Wealth Advisors
Utah
$357K +$345K +10,024 New
CA
89
Continuum Advisory
Idaho
$354K +$45.1K +1,312 +15%
CPIG
90
Chicago Partners Investment Group
Illinois
$345K -$59.5K -1,729 -15%
PWMG
91
Pinnacle Wealth Management Group
Michigan
$342K – – –
BFC
92
Bedel Financial Consulting
Indiana
$341K – – –
KWM
93
Kingsview Wealth Management
Oregon
$325K +$10.3K +299 +3%
ETIA
94
Epic Trust Investment Advisors
Washington
$324K – – –
SCM
95
Schnieders Capital Management
California
$303K – – –
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$281K -$4.11M -119,579 -94%
ASN
97
Advisory Services Network
Georgia
$281K – – –
CNWM
98
Clay Northam Wealth Management
California
$277K – – –
SOS
99
Silver Oak Securities
Tennessee
$271K +$148K +4,293 +129%
CWG
100
Crown Wealth Group
North Carolina
$271K – – –
2 3
4
5 6

PMAR Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2023, worth a combined $282M — down 5.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMAR positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $27M.

  • 130 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $282M of Innovator US Equity Power Buffer ETF March stock for Q4 2023, down 5.1% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2023 was JP Morgan Chase, an estimated $11.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2023 was AllianceBernstein, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2023.