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Innovator US Equity Power Buffer ETF March
PMAR

183 hedge funds and large institutions have $476M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

5% more funds holding

Funds holding: 175 → 183 (+8)

3.27% less ownership

Funds ownership: 77.84% → 74.57% (-3.3%)

13% less capital invested

Capital invested by funds: $549M → $476M (-$73.8M)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
48
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.49M
2
HWM
HFG Wealth Management
Texas
+$8.21M
3
OIA
OneDigital Investment Advisors
Kansas
+$5.04M
4
DAS
Diversify Advisory Services
Utah
+$5.01M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.65M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$45M
2
PCS
Personal CFO Solutions
New Jersey
-$19M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$8.22M
4
WMA
West Michigan Advisors
Michigan
-$8.11M
5
LNC
Lincoln National Corp
Pennsylvania
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$1.09M -$171K -4,611 -14%
FCFC
77
First Commonwealth Financial Corp
Pennsylvania
$1.09M +$281K +7,607 +36%
CFS
78
CRA Financial Services
New Jersey
$1.03M +$181K +4,905 +22%
FNWA
79
Financial Network Wealth Advisors
Utah
$1.02M – – –
SWM
80
Spire Wealth Management
Virginia
$1.01M – – –
AWAG
81
ARS Wealth Advisors Group
Florida
$980K – – –
FIA
82
Foundations Investment Advisors
Arizona
$909K +$266K +7,182 +43%
FA
83
FSA Advisors
Michigan
$883K -$3.74K -101 -0.4%
LWA
84
Lineweaver Wealth Advisors
Ohio
$861K – – –
SPC
85
Sigma Planning Corp
Michigan
$861K -$443K -11,969 -35%
NFG
86
Nations Financial Group
Iowa
$843K -$24.1K -651 -3%
OWA
87
ORBA Wealth Advisors
Illinois
$818K +$446K +12,060 +127%
SFA
88
Sequoia Financial Advisors
Ohio
$795K +$8.91K +241 +1%
SB
89
Strategic Blueprint
Georgia
$789K +$89.3K +2,415 +13%
RPGK
90
Retirement Planning Group (Kansas)
Kansas
$756K +$5.59K +151 +0.8%
ASN
91
Advisory Services Network
Georgia
$722K +$20.4K +551 +3%
VBFG
92
Vishria Bird Financial Group
Tennessee
$664K – – –
S
93
SignatureFD
Georgia
$655K – – –
KWM
94
Kingsview Wealth Management
Oregon
$651K -$11.3K -305 -2%
Mariner
95
Mariner
Kansas
$637K -$168K -4,530 -21%
BCI
96
Brinker Capital Investments
Pennsylvania
$636K +$212K +5,744 +52%
OPS
97
Orion Portfolio Solutions
Nebraska
$636K +$212K +5,744 +52%
AWP
98
Ascent Wealth Partners
New York
$633K – – –
OCM
99
Orion Capital Management
California
$613K -$12.5K -339 -2%
Citadel Advisors
100
Citadel Advisors
Florida
$609K +$237K +6,413 +66%
2 3
4
5 6

PMAR Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2024, worth a combined $476M — down 13% from $549M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PMAR positions and 15 closed out — a net gain of 12 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $476M of Innovator US Equity Power Buffer ETF March stock for Q2 2024, down 13% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2024 and 15 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $8.49M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2024 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2024.