Innovator US Equity Power Buffer ETF March
PMAR
126 hedge funds and large institutions have $297M invested in Innovator US Equity Power Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 60 reducing their positions, and 10 closing their positions.
1.24% less ownership
Funds ownership: 76.43% → 75.19% (-1.2%)
4% less funds holding
Funds holding: 131 → 126 (-5)
13% less capital invested
Capital invested by funds: $340M → $297M (-$43.5M)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
78% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.36M |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.78M |
| 3 |
TC
TownSquare Capital
Provo,
Utah
|
+$1.31M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$1.12M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$10.9M |
| 2 |
MCM
MAI Capital Management
Independence,
Ohio
|
-$5.29M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$4.76M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.28M |
| 5 |
SIA
SkyView Investment Advisors
Shrewsbury,
New Jersey
|
-$4.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TAM
126
Tucker Asset Management
Littleton,
Colorado
| $301 | – | – | – |
|
|
SIA
127
SkyView Investment Advisors
Shrewsbury,
New Jersey
| – | -$4.21M | -124,792 | Closed |
|
|
EWM
128
Evermay Wealth Management
Arlington,
Virginia
| – | -$432K | -12,800 | Closed |
|
|
CBFP
129
Cedar Brook Financial Partners
Cleveland,
Ohio
| – | -$366K | -10,830 | Closed |
|
|
RW
130
RVW Wealth
Los Angeles,
California
| – | -$305K | -9,034 | Closed |
|
|
RA
131
RiverTree Advisors
Winter Park,
Florida
| – | -$283K | -8,368 | Closed |
|
|
RFG
132
Range Financial Group
Tigard,
Oregon
| – | -$268K | -7,930 | Closed |
|
|
FA
133
Fiduciary Alliance
Greenville,
South Carolina
| – | -$71.2K | -2,107 | Closed |
|
134
Morgan Stanley
New York
| – | -$23.5K | -696 | Closed |
|
|
AF
135
Allworth Financial
Folsom,
California
| – | -$11.7K | -345 | Closed |
|
136
Fidelity Investments
Boston,
Massachusetts
| – | -$34 | -1 | Closed |
|
PMAR Hedge Fund Activity: Q3 2023 in Review
126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2023, worth a combined $297M — down 13% from $340M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PMAR and 7 opened new positions — a net loss of 3 holders — while 60 trimmed existing stakes and 13 added.
The largest buyer was Penserra Capital Management, adding an estimated $2.36M. The largest seller was Cetera Investment Advisers, cutting an estimated $10.9M.
- 126 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2023, down from 131 in Q2 2023.
- Funds reported $297M of Innovator US Equity Power Buffer ETF March stock for Q3 2023, down 13% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2023 and 10 closed out, a net change of -3 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2023 was Penserra Capital Management, an estimated $2.36M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q3 2023 was Cetera Investment Advisers, an estimated $10.9M sold.
Based on aggregated 13F filings for Q3 2023.