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Innovator US Equity Power Buffer ETF March
PMAR

Overview Fund Activity

173 hedge funds and large institutions have $546M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
173
Holders Change
+44
Holders Change %
+34.11%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
52
Increased
80
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$47.3M
2
BCM
2
Brookstone Capital Management
Illinois
$34.8M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$30.2M
4
PCS
4
Personal CFO Solutions
New Jersey
$19M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$22.2M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$0
2
WIA
2
World Investment Advisors
California
$0
3
GCP
3
Gill Capital Partners
Colorado
$2.05M
4
OMC
4
Old Mission Capital
Illinois
$0
5
MHS
5
M Holdings Securities
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
DFA
126
DHJJ Financial Advisors
Illinois
$361K -$361K -9,805 -50%
Citadel Advisors
127
Citadel Advisors
Florida
$355K +$355K +9,651 New
OWA
128
ORBA Wealth Advisors
Illinois
$350K +$350K +9,513 New
FCCM
129
First City Capital Management
Georgia
$350K +$350K +9,495 New
VWA
130
Visionary Wealth Advisors
Illinois
$336K -$190K -5,161 -36%
BFC
131
Bedel Financial Consulting
Indiana
$334K -$18.8K -512 -5%
FA
132
Fiduciary Alliance
South Carolina
$326K +$326K +8,844 New
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$322K +$31.5K +856 +11%
SCM
134
Schnieders Capital Management
California
$320K +$7.36K +200 +2%
SSW
135
Smith Shellnut Wilson
Mississippi
$313K +$313K +8,500 New
AWA
136
Arkadios Wealth Advisors
Georgia
$306K +$306K +8,307 New
IA
137
IFP Advisors
Florida
$304K +$66.8K +1,814 +28%
BRWA
138
B. Riley Wealth Advisors
Florida
$298K +$65.1K +1,945 +28%
SAG
139
SageView Advisory Group
California
$295K +$295K +8,086 New
CIA
140
Cape Investment Advisory
Georgia
$294K +$33.1K +900 +13%
AGWCA
141
Annis Gardner Whiting Capital Advisors
Florida
$293K +$293K +7,949 New
CNWM
142
Clay Northam Wealth Management
California
$286K – – –
CBFP
143
Cedar Brook Financial Partners
Ohio
$281K +$281K +7,623 New
PCA
144
Prosperity Capital Advisors
Ohio
$267K +$32.3K +878 +14%
SOS
145
Silver Oak Securities
Tennessee
$264K -$15.9K -431 -6%
CAG
146
Csenge Advisory Group
Florida
$264K +$264K +7,165 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$253K +$24.2K +657 +11%
AFP
148
Ausdal Financial Partners
Iowa
$247K +$247K +6,703 New
CFP
149
Cypress Financial Planning
New Jersey
$236K +$236K +6,411 New
ETIA
150
Epic Trust Investment Advisors
Washington
$234K -$101K -2,731 -30%
4 5
6
7 8