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Innovator US Equity Power Buffer ETF March

174 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 74.57%74.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less funds holding

Funds holding: 183174 (-9)

11% less capital invested

Capital invested by funds: $476M → $423M (-$52.3M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 85

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
6
Increased
23
Reduced
85
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCFC
76
First Commonwealth Financial Corp
Pennsylvania
$1.03M -$100K -2,609 -9%
CFS
77
CRA Financial Services
New Jersey
$1.01M -$51.8K -1,350 -5%
SWM
78
Spire Wealth Management
Virginia
$1.01M -$34.4K -897 -3%
AWAG
79
ARS Wealth Advisors Group
Florida
$930K -$82.6K -2,152 -8%
LWA
80
Lineweaver Wealth Advisors
Ohio
$891K
NFG
81
Nations Financial Group
Iowa
$886K +$13.1K +340 +2%
CB
82
Chris Bulman
California
$856K -$287K -7,465 -26%
SFA
83
Sequoia Financial Advisors
Ohio
$822K -$422 -11 -0.1%
OWA
84
ORBA Wealth Advisors
Illinois
$806K -$39.5K -1,030 -5%
RPGK
85
Retirement Planning Group (Kansas)
Kansas
$801K +$18.3K +477 +2%
UBS Group
86
UBS Group
Switzerland
$724K +$687K +17,910 +3,386%
ASN
87
Advisory Services Network
Georgia
$722K
FA
88
FSA Advisors
Michigan
$693K -$223K -5,802 -25%
VBFG
89
Vishria Bird Financial Group
Tennessee
$687K
S
90
SignatureFD
Georgia
$678K
SB
91
Strategic Blueprint
Georgia
$671K -$142K -3,710 -18%
KWM
92
Kingsview Wealth Management
Oregon
$669K -$5.11K -133 -0.8%
BCI
93
Brinker Capital Investments
Pennsylvania
$646K -$12.4K -322 -2%
OPS
94
Orion Portfolio Solutions
Nebraska
$646K -$12.4K -322 -2%
Mariner
95
Mariner
Kansas
$638K -$21.1K -550 -3%
AAS
96
Avantax Advisory Services
Texas
$629K
OCM
97
Orion Capital Management
California
$615K -$19.2K -500 -3%
BEI
98
Benjamin Edwards Inc
Missouri
$605K +$592K +15,411 New
AAP
99
Arax Advisory Partners
Colorado
$572K -$2.15K -56 -0.4%
CPRC
100
Consolidated Portfolio Review Corp
New York
$570K

PMAR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2024, worth a combined $423M — down 11% from $476M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PMAR and 6 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 23 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.18M. The largest seller was Brookstone Capital Management, cutting an estimated $27.5M.

  • 174 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2024, down from 183 in Q2 2024.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF March stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2024 and 12 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.18M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.