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Innovator US Equity Power Buffer ETF March
PMAR

174 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 74.57% → 74.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 183 → 174 (-9)

11% less capital invested

Capital invested by funds: $476M → $423M (-$52.3M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 85

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.18M
2
OMC
Old Mission Capital
Illinois
+$1.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.35M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.24M
5
HF
HRT Financial
New York
+$933K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$27.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.4M
3
BAM
Belpointe Asset Management
Nevada
-$3.08M
4
CCG
Catalina Capital Group
California
-$3.03M
5
TC
TownSquare Capital
Utah
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$568K – – –
AWP
102
Ascent Wealth Partners
New York
$547K -$106K -2,753 -17%
AQR Capital Management
103
AQR Capital Management
Connecticut
$542K +$530K +13,808 New
CA
104
Continuum Advisory
Idaho
$542K – – –
SMAM
105
Sugar Maple Asset Management
Wisconsin
$531K -$19.2K -500 -4%
FFG
106
Fiduciary Financial Group
California
$524K – – –
SOS
107
Silver Oak Securities
Tennessee
$521K +$239K +6,230 +88%
CPIG
108
Chicago Partners Investment Group
Illinois
$478K – – –
SAF
109
Smith Anglin Financial
Texas
$473K – – –
BWM
110
Buska Wealth Management
Wisconsin
$451K -$120K -3,124 -21%
BRWA
111
B. Riley Wealth Advisors
Florida
$447K -$691 -18 -0.2%
CAL
112
Capital Analysts LLC
Pennsylvania
$427K – – –
JCM
113
Jacobi Capital Management
Pennsylvania
$422K +$133K +3,454 +47%
HI
114
Harbour Investments
Wisconsin
$421K – – –
BAM
115
Belpointe Asset Management
Nevada
$421K -$3.08M -80,242 -88%
AWA
116
Arkadios Wealth Advisors
Georgia
$420K +$5.41K +141 +1%
AF
117
Advisornet Financial
Minnesota
$419K – – –
AIA
118
Alera Investment Advisors
Illinois
$408K -$214K -5,565 -35%
SWM
119
Sugarloaf Wealth Management
Georgia
$403K -$15.9K -415 -4%
DFA
120
DHJJ Financial Advisors
Illinois
$401K – – –
FFN
121
Focus Financial Network
Minnesota
$385K -$36.3K -945 -9%
FA
122
Fiduciary Alliance
South Carolina
$369K +$461 +12 +0.1%
IFG
123
Independent Financial Group
California
$367K – – –
VWA
124
Visionary Wealth Advisors
Illinois
$358K – – –
BFC
125
Bedel Financial Consulting
Indiana
$356K – – –
3 4
5
6 7

PMAR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2024, worth a combined $423M — down 11% from $476M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PMAR and 6 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 23 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.18M. The largest seller was Brookstone Capital Management, cutting an estimated $27.5M.

  • 174 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2024, down from 183 in Q2 2024.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF March stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2024 and 12 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.18M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.