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Innovator US Equity Power Buffer ETF March

175 hedge funds and large institutions have $549M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $282M → $549M (+$268M)

35% more funds holding

Funds holding: 130175 (+45)

4.47% more ownership

Funds ownership: 73.37%77.84% (+4.5%)

Holders
175
Holders Change
+45
Holders Change %
+34.62%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
53
Increased
81
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
101
SignatureFD
Georgia
$636K
FIA
102
Foundations Investment Advisors
Arizona
$618K +$607K +16,793 New
AWP
103
Ascent Wealth Partners
New York
$614K +$603K +16,683 New
OCM
104
Orion Capital Management
California
$608K +$65K +1,800 +12%
BFEC
105
Benjamin F. Edwards & Company
Missouri
$567K -$404K -11,191 -42%
MWM
106
Maltin Wealth Management
New Jersey
$540K +$530K +14,659 New
AAP
107
Arax Advisory Partners
Colorado
$539K +$56.3K +1,559 +12%
CPRC
108
Consolidated Portfolio Review Corp
New York
$528K +$518K +14,331 New
PI
109
PFG Investments
New York
$528K +$518K +14,331 New
SMAM
110
Sugar Maple Asset Management
Wisconsin
$516K +$507K +14,019 New
CA
111
Continuum Advisory
Idaho
$506K +$137K +3,800 +38%
SWP
112
Summit Wealth Partners
Florida
$467K +$26.8K +742 +6%
CPIG
113
Chicago Partners Investment Group
Illinois
$440K +$91.4K +2,530 +26%
LSPW
114
Lake Street Private Wealth
Illinois
$437K -$106K -2,920 -20%
SAF
115
Smith Anglin Financial
Texas
$428K +$30.6K +846 +8%
Royal Bank of Canada
116
Royal Bank of Canada
Ontario, Canada
$421K +$355K +9,836 +617%
BCI
117
Brinker Capital Investments
Pennsylvania
$406K +$399K +11,041 New
OPS
118
Orion Portfolio Solutions
Nebraska
$406K +$399K +11,041 New
CAL
119
Capital Analysts LLC
Pennsylvania
$401K -$12.3K -340 -3%
FFA
120
Fragasso Financial Advisors
Pennsylvania
$399K
PWA
121
Pillar Wealth Advisors
Pennsylvania
$396K
HI
122
Harbour Investments
Wisconsin
$395K -$1.01K -28 -0.3%
SWM
123
Sugarloaf Wealth Management
Georgia
$393K +$159K +4,393 +70%
AF
124
Advisornet Financial
Minnesota
$393K +$150K +4,142 +63%
FFN
125
Focus Financial Network
Minnesota
$387K +$388K +10,750 New

PMAR Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2024, worth a combined $549M — up 95% from $282M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAR positions and 7 closed out — a net gain of 46 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $549M of Innovator US Equity Power Buffer ETF March stock for Q1 2024, up 95% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +46 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2024 was AE Wealth Management, an estimated $44.1M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2024 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.