Innovator US Equity Power Buffer ETF March
PMAR
130 hedge funds and large institutions have $282M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 65 reducing their positions, and 8 closing their positions.
75% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 8
3% more funds holding
Funds holding: 126 → 130 (+4)
1.82% less ownership
Funds ownership: 75.19% → 73.37% (-1.8%)
5% less capital invested
Capital invested by funds: $297M → $282M (-$15.1M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
83% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 65
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.9M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$5.98M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$3.25M |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$649K |
| 5 |
Jane Street
New York
|
+$447K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$27M |
| 2 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$4.11M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.63M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.02M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
126
Sunbelt Securities
Houston,
Texas
| $10.7K | – | – | – |
|
|
CIAS
127
Capital Investment Advisory Services
Raleigh,
North Carolina
| $3.56K | – | – | – |
|
|
WWM
128
Wolff Wiese Magana
Carslbad,
California
| $1.82K | – | – | – |
|
|
OLVIG
129
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $427 | – | – | – |
|
|
TAM
130
Tucker Asset Management
Littleton,
Colorado
| $321 | – | – | – |
|
|
CA
131
Corrado Advisors
Ramsey,
New Jersey
| – | -$1.34M | -39,877 | Closed |
|
|
GSIS
132
Global Strategic Investment Solutions
Scottsdale,
Arizona
| – | -$947K | -28,282 | Closed |
|
133
Citadel Advisors
Miami,
Florida
| – | -$680K | -20,300 | Closed |
|
|
JWBC
134
John W. Brooker & Co
Oakland,
California
| – | -$295K | -8,800 | Closed |
|
|
OIA
135
OneDigital Investment Advisors
Overland Park,
Kansas
| – | -$242K | -7,218 | Closed |
|
|
BFG
136
Bouchey Financial Group
Troy,
New York
| – | -$226K | -6,737 | Closed |
|
|
VAG
137
VisionPoint Advisory Group
Dallas,
Texas
| – | -$92.6K | -2,766 | Closed |
|
|
AWA
138
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$9.68K | -289 | Closed |
|
PMAR Hedge Fund Activity: Q4 2023 in Review
130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2023, worth a combined $282M — down 5.1% from $297M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PMAR positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 65 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $27M.
- 130 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2023, up from 126 in Q3 2023.
- Funds reported $282M of Innovator US Equity Power Buffer ETF March stock for Q4 2023, down 5.1% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of +6 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2023 was JP Morgan Chase, an estimated $11.9M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q4 2023 was AllianceBernstein, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2023.