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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

173 hedge funds and large institutions have $546M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+44
Holders Change %
+34.11%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
80
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$47.3M
2
BCM
2
Brookstone Capital Management
Illinois
$34.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.2M
4
PCS
4
Personal CFO Solutions
New Jersey
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
WIA
2
World Investment Advisors
California
$0
3
GCP
3
Gill Capital Partners
Colorado
$2.05M
4
OMC
4
Old Mission Capital
Illinois
$0
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
101
Foundations Investment Advisors
Arizona
$618K +$618K +16,793 New
AWP
102
Ascent Wealth Partners
New York
$614K +$614K +16,683 New
OCM
103
Orion Capital Management
California
$608K +$66.3K +1,800 +12%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$567K -$412K -11,191 -42%
MWM
105
Maltin Wealth Management
New Jersey
$540K +$540K +14,659 New
AAP
106
Arax Advisory Partners
Colorado
$539K +$57.4K +1,559 +12%
CPRC
107
Consolidated Portfolio Review Corp
New York
$528K +$528K +14,331 New
PI
108
PFG Investments
New York
$528K +$528K +14,331 New
SMAM
109
Sugar Maple Asset Management
Wisconsin
$516K +$516K +14,019 New
CA
110
Continuum Advisory
Idaho
$506K +$140K +3,800 +38%
SWP
111
Summit Wealth Partners
Florida
$467K +$27.3K +742 +6%
CPIG
112
Chicago Partners Investment Group
Illinois
$440K +$91.8K +2,530 +26%
LSPW
113
Lake Street Private Wealth
Illinois
$437K -$107K -2,920 -20%
SAF
114
Smith Anglin Financial
Texas
$428K +$31.1K +846 +8%
Royal Bank of Canada
115
Royal Bank of Canada
Ontario, Canada
$421K +$362K +9,836 +617%
OPS
116
Orion Portfolio Solutions
Nebraska
$406K +$406K +11,041 New
BCI
117
Brinker Capital Investments
Pennsylvania
$406K +$406K +11,041 New
CAL
118
Capital Analysts LLC
Pennsylvania
$401K -$12.5K -340 -3%
FFA
119
Fragasso Financial Advisors
Pennsylvania
$399K – – –
PWA
120
Pillar Wealth Advisors
Pennsylvania
$396K – – –
HI
121
Harbour Investments
Wisconsin
$395K -$1.03K -28 -0.3%
SWM
122
Sugarloaf Wealth Management
Georgia
$393K +$162K +4,393 +70%
AF
123
Advisornet Financial
Minnesota
$393K +$152K +4,142 +63%
FFN
124
Focus Financial Network
Minnesota
$387K +$387K +10,750 New
WCG
125
Weaver Consulting Group
California
$371K +$158K +4,304 +74%
3 4
5
6 7