Innovator US Equity Power Buffer ETF March
PMAR
92 hedge funds and large institutions have $162M invested in Innovator US Equity Power Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 41 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
5% more capital invested
Capital invested by funds: $154M → $162M (+$8.18M)
3.02% more ownership
Funds ownership: 69.9% → 72.93% (+3%)
1% more funds holding
Funds holding: 91 → 92 (+1)
80% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$16.9M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.24M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$970K |
| 4 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$297K |
| 5 |
FFN
Focus Financial Network
Minneapolis,
Minnesota
|
+$200K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$6.93M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$2.95M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$1.97M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.97M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.65M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
101
Capital Investment Advisory Services
Raleigh,
North Carolina
| – | -$3K | -100 | Closed |
|
102
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$273 | +9 | New |
|
PMAR Hedge Fund Activity: Q4 2022 in Review
92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2022, worth a combined $162M — up 5.3% from $154M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new PMAR positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 41 trimmed.
The largest buyer was Transform Wealth, opening a new position worth an estimated $16.9M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $6.93M sold.
- 92 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2022, up from 91 in Q3 2022.
- Funds reported $162M of Innovator US Equity Power Buffer ETF March stock for Q4 2022, up 5.3% quarter-over-quarter.
- 13 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2022 and 10 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2022 was Transform Wealth, an estimated $16.9M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $6.93M sold.
Based on aggregated 13F filings for Q4 2022.