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Innovator US Equity Power Buffer ETF March

188 hedge funds and large institutions have $641M invested in Innovator US Equity Power Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 92 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $423M → $641M (+$217M)

8% more funds holding

Funds holding: 174188 (+14)

1.01% more ownership

Funds ownership: 74.97%75.98% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

84% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 92

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
15
Reduced
92
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
76
Lineweaver Wealth Advisors
Ohio
$849K -$62.9K -1,580 -7%
OWA
77
ORBA Wealth Advisors
Illinois
$826K
RPGK
78
Retirement Planning Group (Kansas)
Kansas
$817K -$3.02K -76 -0.4%
BIM
79
Bullseye Investment Management
Ohio
$816K -$339K -8,515 -30%
KFGG
80
Keystone Financial Group (Georgia)
Georgia
$705K +$698K +17,539 New
VBFG
81
Vishria Bird Financial Group
Tennessee
$703K
ASN
82
Advisory Services Network
Georgia
$698K -$66.9K -1,680 -9%
S
83
SignatureFD
Georgia
$694K
KWM
84
Kingsview Wealth Management
Oregon
$685K
SB
85
Strategic Blueprint
Georgia
$660K -$26.3K -661 -4%
FA
86
FSA Advisors
Michigan
$646K -$47.5K -1,194 -7%
BAM
87
Belpointe Asset Management
Nevada
$642K +$231K +5,794 +54%
OCM
88
Orion Capital Management
California
$630K
AAS
89
Avantax Advisory Services
Texas
$628K -$15.9K -400 -2%
W
90
WPWealth
Texas
$594K +$338K +8,493 +135%
IA
91
IFP Advisors
Florida
$593K -$706K -17,751 -55%
CPRC
92
Consolidated Portfolio Review Corp
New York
$584K
AAP
93
Arax Advisory Partners
Colorado
$584K -$1.99K -50 -0.3%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$583K
AWP
95
Ascent Wealth Partners
New York
$560K
AQR Capital Management
96
AQR Capital Management
Connecticut
$555K
CAC
97
Certified Advisory Corp
Florida
$546K -$1.08M -27,256 -67%
CA
98
Continuum Advisory
Idaho
$539K -$5.81K -146 -1%
FFG
99
Fiduciary Financial Group
California
$532K -$3.58K -90 -0.7%
BEI
100
Benjamin Edwards Inc
Missouri
$530K -$88.5K -2,225 -14%

PMAR Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2024, worth a combined $641M — up 51% from $423M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PMAR positions and 7 closed out — a net gain of 17 holders — while 15 added to existing stakes and 92 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.93M. The largest seller was AllianceBernstein, cutting an estimated $12.1M.

  • 188 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $641M of Innovator US Equity Power Buffer ETF March stock for Q4 2024, up 51% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +17 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $5.93M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2024 was AllianceBernstein, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.