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Innovator US Equity Power Buffer ETF March

131 hedge funds and large institutions have $340M invested in Innovator US Equity Power Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 54 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

2% more capital invested

Capital invested by funds: $335M → $340M (+$5.52M)

1.74% less ownership

Funds ownership: 78.17%76.43% (-1.7%)

3% less funds holding

Funds holding: 135131 (-4)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

56% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 54

Holders
131
Holders Change
-4
Holders Change %
-2.96%
% of All Funds
2.06%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
11
Increased
24
Reduced
54
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
101
Kingsview Wealth Management
Oregon
$298K +$54.9K +1,678 +23%
SCM
102
Schnieders Capital Management
California
$287K
RA
103
RiverTree Advisors
Florida
$283K
IA
104
IFP Advisors
Florida
$274K -$168K -5,124 -39%
RFG
105
Range Financial Group
Oregon
$268K -$1.07M -32,788 -81%
SOS
106
Silver Oak Securities
Tennessee
$267K
CNWM
107
Clay Northam Wealth Management
California
$262K
MML Investors Services
108
MML Investors Services
Massachusetts
$260K +$39.1K +1,195 +18%
CIA
109
Cape Investment Advisory
Georgia
$253K +$9.81K +300 +4%
BFG
110
Bouchey Financial Group
New York
$230K -$41.6K -1,271 -16%
AF
111
Advisornet Financial
Minnesota
$221K
BCM
112
Beck Capital Management
Texas
$220K -$8.66K -265 -4%
WCG
113
Weaver Consulting Group
California
$216K -$123K -3,760 -37%
NF
114
Nikulski Financial
Iowa
$214K
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$210K
UBS Group
116
UBS Group
Switzerland
$126K +$122K +3,717 New
SPIA
117
Steward Partners Investment Advisory
New York
$118K
HBW
118
Hazlett, Burt & Watson
West Virginia
$108K
PA
119
Parallel Advisors
California
$106K
FA
120
Fiduciary Alliance
South Carolina
$71.2K +$68.9K +2,107 New
IF
121
Integrity Financial
Wyoming
$53.1K
GTAM
122
Global Trust Asset Management
Florida
$48.3K
Morgan Stanley
123
Morgan Stanley
New York
$23.5K
PP
124
PFS Partners
New Jersey
$19.1K
AF
125
Allworth Financial
California
$11.7K +$11.3K +345 New

PMAR Hedge Fund Activity: Q2 2023 in Review

131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2023, worth a combined $340M — up 1.6% from $335M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of PMAR and 11 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 24 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.08M. The largest seller was Stuart Chaussee & Associates, cutting an estimated $9.41M.

  • 131 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2023, down from 135 in Q1 2023.
  • Funds reported $340M of Innovator US Equity Power Buffer ETF March stock for Q2 2023, up 1.6% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2023 and 14 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2023 was Penserra Capital Management, an estimated $2.08M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2023 was Stuart Chaussee & Associates, an estimated $9.41M sold.

Based on aggregated 13F filings for Q2 2023.