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Innovator US Equity Power Buffer ETF March
PMAR

183 hedge funds and large institutions have $476M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

5% more funds holding

Funds holding: 175 → 183 (+8)

3.27% less ownership

Funds ownership: 77.84% → 74.57% (-3.3%)

13% less capital invested

Capital invested by funds: $549M → $476M (-$73.8M)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
48
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.49M
2
HWM
HFG Wealth Management
Texas
+$8.21M
3
OIA
OneDigital Investment Advisors
Kansas
+$5.04M
4
DAS
Diversify Advisory Services
Utah
+$5.01M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.65M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$45M
2
PCS
Personal CFO Solutions
New Jersey
-$19M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$8.22M
4
WMA
West Michigan Advisors
Michigan
-$8.11M
5
LNC
Lincoln National Corp
Pennsylvania
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
101
Avantax Advisory Services
Texas
$608K -$259K -7,012 -30%
AIA
102
Alera Investment Advisors
Illinois
$605K -$183K -4,959 -24%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$584K – – –
AAP
104
Arax Advisory Partners
Colorado
$555K -$148 -4 -0%
BWM
105
Buska Wealth Management
Wisconsin
$554K -$223K -6,040 -29%
Bank of Montreal
106
Bank of Montreal
Ontario, Canada
$553K +$537K +14,503 New
CPRC
107
Consolidated Portfolio Review Corp
New York
$551K +$7.25K +196 +1%
SMAM
108
Sugar Maple Asset Management
Wisconsin
$532K – – –
GSIS
109
Global Strategic Investment Solutions
Arizona
$524K -$929K -25,107 -65%
FFG
110
Fiduciary Financial Group
California
$516K +$495K +13,380 New
CA
111
Continuum Advisory
Idaho
$515K -$5.92K -160 -1%
CPIG
112
Chicago Partners Investment Group
Illinois
$460K – – –
SAF
113
Smith Anglin Financial
Texas
$457K +$15.1K +407 +3%
BRWA
114
B. Riley Wealth Advisors
Florida
$434K +$94.4K +2,552 +29%
CAL
115
Capital Analysts LLC
Pennsylvania
$413K – – –
FFN
116
Focus Financial Network
Minnesota
$412K – – –
HI
117
Harbour Investments
Wisconsin
$407K – – –
SWP
118
Summit Wealth Partners
Florida
$406K -$73K -1,974 -16%
SWM
119
Sugarloaf Wealth Management
Georgia
$405K – – –
AF
120
Advisornet Financial
Minnesota
$405K – – –
AWA
121
Arkadios Wealth Advisors
Georgia
$401K +$83.8K +2,265 +27%
DFA
122
DHJJ Financial Advisors
Illinois
$387K +$14.8K +400 +4%
WCG
123
Weaver Consulting Group
California
$378K -$3.96K -107 -1%
LSPW
124
Lake Street Private Wealth
Illinois
$377K -$71K -1,919 -16%
RVPG
125
Relative Value Partners Group
$377K +$368K +9,941 New
3 4
5
6 7

PMAR Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2024, worth a combined $476M — down 13% from $549M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PMAR positions and 15 closed out — a net gain of 12 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $476M of Innovator US Equity Power Buffer ETF March stock for Q2 2024, down 13% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2024 and 15 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $8.49M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2024 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2024.