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Innovator US Equity Power Buffer ETF March
PMAR

130 hedge funds and large institutions have $282M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

3% more funds holding

Funds holding: 126 → 130 (+4)

1.82% less ownership

Funds ownership: 75.19% → 73.37% (-1.8%)

5% less capital invested

Capital invested by funds: $297M → $282M (-$15.1M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

83% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 65

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
11
Reduced
65
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$11.9M
2
PCM
Penserra Capital Management
California
+$5.98M
3
WIA
World Investment Advisors
California
+$3.25M
4
KAS
Kestra Advisory Services
Texas
+$649K
5
Jane Street
Jane Street
New York
+$447K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$27M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.11M
3
NA
NewEdge Advisors
Louisiana
-$3.63M
4
Osaic Holdings
Osaic Holdings
Arizona
-$3.02M
5
OMC
Old Mission Capital
Illinois
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Cape Investment Advisory
Georgia
$253K – – –
BRWA
102
B. Riley Wealth Advisors
Florida
$247K -$66.9K -1,945 -22%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$234K +$226K +6,576 New
AF
104
Advisornet Financial
Minnesota
$233K – – –
IA
105
IFP Advisors
Florida
$230K -$25.1K -728 -10%
PCA
106
Prosperity Capital Advisors
Ohio
$227K +$219K +6,365 New
NF
107
Nikulski Financial
Iowa
$226K – – –
SWM
108
Sugarloaf Wealth Management
Georgia
$224K -$55.9K -1,625 -21%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$221K – – –
BCM
110
Beck Capital Management
Texas
$218K -$6.88K -200 -3%
MA
111
Mutual Advisors
Nebraska
$206K +$199K +5,788 New
WCG
112
Weaver Consulting Group
California
$206K -$20.6K -600 -9%
CPA
113
Clear Point Advisors
New York
$142K +$137K +3,975 New
SPIA
114
Steward Partners Investment Advisory
New York
$124K – – –
PA
115
Parallel Advisors
California
$112K – – –
CP
116
Castleview Partners
Texas
$96.9K +$93.6K +2,721 New
PS
117
Principal Securities
Iowa
$75.3K +$72.8K +2,115 New
WWMSC
118
Wagner Wealth Management (South Carolina)
South Carolina
$70.9K +$68.5K +1,990 New
Royal Bank of Canada
119
Royal Bank of Canada
Ontario, Canada
$57K -$42.5K -1,236 -44%
IF
120
Integrity Financial
Wyoming
$56K – – –
RCM
121
Raleigh Capital Management
North Carolina
$53.4K +$51.6K +1,500 New
UBS Group
122
UBS Group
Switzerland
$52.2K -$21.2K -615 -30%
GTAM
123
Global Trust Asset Management
Florida
$50.9K – – –
HBW
124
Hazlett, Burt & Watson
West Virginia
$28K -$110K -3,190 -80%
PP
125
PFS Partners
New Jersey
$20.1K – – –
2 3 4
5
6

PMAR Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2023, worth a combined $282M — down 5.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMAR positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $27M.

  • 130 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $282M of Innovator US Equity Power Buffer ETF March stock for Q4 2023, down 5.1% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2023 was JP Morgan Chase, an estimated $11.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2023 was AllianceBernstein, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2023.