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Innovator US Equity Power Buffer ETF March

126 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.24% less ownership

Funds ownership: 76.43%75.19% (-1.2%)

4% less funds holding

Funds holding: 131126 (-5)

13% less capital invested

Capital invested by funds: $340M → $297M (-$43.5M)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

78% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 60

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
7
Increased
13
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
101
OneDigital Investment Advisors
Kansas
$242K -$70.4K -2,075 -22%
IA
102
IFP Advisors
Florida
$240K -$31.8K -937 -12%
CIA
103
Cape Investment Advisory
Georgia
$238K -$13.6K -400 -5%
BFG
104
Bouchey Financial Group
New York
$226K -$2.2K -65 -1%
AF
105
Advisornet Financial
Minnesota
$219K
WCG
106
Weaver Consulting Group
California
$214K
NF
107
Nikulski Financial
Iowa
$213K
BCM
108
Beck Capital Management
Texas
$211K -$6.78K -200 -3%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$208K
JP Morgan Chase
110
JP Morgan Chase
New York
$162K -$159K -4,684 -49%
HBW
111
Hazlett, Burt & Watson
West Virginia
$134K +$27.1K +800 +25%
SPIA
112
Steward Partners Investment Advisory
New York
$117K
SOS
113
Silver Oak Securities
Tennessee
$111K -$156K -4,589 -58%
PA
114
Parallel Advisors
California
$105K
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$95K -$507K -14,949 -84%
VAG
116
VisionPoint Advisory Group
Texas
$92.6K +$93.8K +2,766 New
UBS Group
117
UBS Group
Switzerland
$69.7K -$55.5K -1,637 -44%
IF
118
Integrity Financial
Wyoming
$52.6K
GTAM
119
Global Trust Asset Management
Florida
$47.9K
PP
120
PFS Partners
New Jersey
$18.9K
SS
121
Sunbelt Securities
Texas
$10K
AWA
122
Authentikos Wealth Advisory
California
$9.68K +$9.8K +289 New
CIAS
123
Capital Investment Advisory Services
North Carolina
$3.35K
WWM
124
Wolff Wiese Magana
California
$1.71K
OLVIG
125
Oliver Lagore Vanvalin Investment Group
Michigan
$402 -$678 -20 -63%

PMAR Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2023, worth a combined $297M — down 13% from $340M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PMAR and 7 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 13 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.36M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.

  • 126 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2023, down from 131 in Q2 2023.
  • Funds reported $297M of Innovator US Equity Power Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2023 and 10 closed out, a net change of -3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $2.36M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2023 was Cetera Investment Advisers, an estimated $10.9M sold.

Based on aggregated 13F filings for Q3 2023.