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Innovator US Equity Power Buffer ETF March

175 hedge funds and large institutions have $549M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $282M → $549M (+$268M)

35% more funds holding

Funds holding: 130175 (+45)

4.47% more ownership

Funds ownership: 73.37%77.84% (+4.5%)

Holders
175
Holders Change
+45
Holders Change %
+34.62%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
53
Increased
81
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
76
Susquehanna International Group
Pennsylvania
$1.15M +$604K +16,721 +116%
AWS
77
Atria Wealth Solutions
New York
$1.15M +$1.13M +31,175 New
LPL Financial
78
LPL Financial
California
$1.14M +$483K +13,352 +76%
LWM
79
Lakeridge Wealth Management
Ohio
$1.06M +$527K +14,588 +102%
FNWA
80
Financial Network Wealth Advisors
Utah
$990K +$610K +16,868 +168%
SWM
81
Spire Wealth Management
Virginia
$980K +$227K +6,273 +31%
Jane Street
82
Jane Street
New York
$976K +$488K +13,515 +104%
AWAG
83
ARS Wealth Advisors Group
Florida
$951K +$934K +25,842 New
FA
84
FSA Advisors
Michigan
$867K +$419K +11,607 +97%
AAS
85
Avantax Advisory Services
Texas
$848K +$212K +5,861 +34%
NFG
86
Nations Financial Group
Iowa
$843K +$339K +9,394 +70%
LWA
87
Lineweaver Wealth Advisors
Ohio
$836K -$114K -3,165 -12%
CFS
88
CRA Financial Services
New Jersey
$820K +$805K +22,267 New
Mariner
89
Mariner
Kansas
$785K +$771K +21,326 New
FCFC
90
First Commonwealth Financial Corp
Pennsylvania
$779K +$183K +5,057 +31%
AIA
91
Alera Investment Advisors
Illinois
$770K
SFA
92
Sequoia Financial Advisors
Ohio
$763K -$74.4K -2,058 -9%
BWM
93
Buska Wealth Management
Wisconsin
$761K +$747K +20,662 New
FI
94
FWG Investments
Kentucky
$757K +$743K +20,571 New
RPGK
95
Retirement Planning Group (Kansas)
Kansas
$728K +$715K +19,774 New
MW
96
MBL Wealth
North Carolina
$721K +$708K +19,596 New
ASN
97
Advisory Services Network
Georgia
$681K +$383K +10,605 +134%
SB
98
Strategic Blueprint
Georgia
$677K -$30.8K -853 -4%
VBFG
99
Vishria Bird Financial Group
Tennessee
$644K +$50K +1,383 +9%
KWM
100
Kingsview Wealth Management
Oregon
$643K +$301K +8,342 +91%

PMAR Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2024, worth a combined $549M — up 95% from $282M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAR positions and 7 closed out — a net gain of 46 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $549M of Innovator US Equity Power Buffer ETF March stock for Q1 2024, up 95% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +46 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2024 was AE Wealth Management, an estimated $44.1M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2024 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.