Innovator US Equity Power Buffer ETF March
PMAR
135 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 11 closing their positions.
409% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 11
213% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 15
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
107% more capital invested
Capital invested by funds: $162M → $335M (+$173M)
47% more funds holding
Funds holding: 92 → 135 (+43)
5.24% more ownership
Funds ownership: 72.93% → 78.17% (+5.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$52.5M |
| 2 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$23.8M |
| 3 |
MCM
MAI Capital Management
Independence,
Ohio
|
+$10.8M |
| 4 |
SCA
Stuart Chaussee & Associates
Palos Verdes Estates,
California
|
+$10.1M |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$9.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$17.1M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$553K |
| 3 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
-$509K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$446K |
| 5 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
-$376K |
PMAR Hedge Fund Activity: Q1 2023 in Review
135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2023, worth a combined $335M — up 107% from $162M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new PMAR positions and 11 closed out — a net gain of 45 holders — while 47 added to existing stakes and 15 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $52.5M. The largest seller was Transform Wealth, exiting entirely with an estimated $17.1M sold.
- 135 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2023, up from 92 in Q4 2022.
- Funds reported $335M of Innovator US Equity Power Buffer ETF March stock for Q1 2023, up 107% quarter-over-quarter.
- 56 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2023 and 11 closed out, a net change of +45 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2023 was AllianceBernstein, an estimated $52.5M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q1 2023 was Transform Wealth, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2023.