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Innovator US Equity Power Buffer ETF March

175 hedge funds and large institutions have $549M invested in Innovator US Equity Power Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 81 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

657% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 7

252% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 23

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

95% more capital invested

Capital invested by funds: $282M → $549M (+$268M)

35% more funds holding

Funds holding: 130175 (+45)

4.47% more ownership

Funds ownership: 73.37%77.84% (+4.5%)

Holders
175
Holders Change
+45
Holders Change %
+34.62%
% of All Funds
2.52%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
53
Increased
81
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCG
126
Weaver Consulting Group
California
$371K +$156K +4,304 +74%
DFA
127
DHJJ Financial Advisors
Illinois
$361K -$354K -9,805 -50%
Citadel Advisors
128
Citadel Advisors
Florida
$355K +$349K +9,651 New
OWA
129
ORBA Wealth Advisors
Illinois
$350K +$344K +9,513 New
FCCM
130
First City Capital Management
Georgia
$350K +$343K +9,495 New
VWA
131
Visionary Wealth Advisors
Illinois
$336K -$187K -5,161 -36%
BFC
132
Bedel Financial Consulting
Indiana
$334K -$18.5K -512 -5%
FA
133
Fiduciary Alliance
South Carolina
$326K +$320K +8,844 New
CAPTRUST Financial Advisors
134
CAPTRUST Financial Advisors
North Carolina
$322K +$30.9K +856 +11%
SCM
135
Schnieders Capital Management
California
$320K +$7.23K +200 +2%
SSW
136
Smith Shellnut Wilson
Mississippi
$313K +$307K +8,500 New
AWA
137
Arkadios Wealth Advisors
Georgia
$306K +$300K +8,307 New
IA
138
IFP Advisors
Florida
$304K +$65.6K +1,814 +28%
BRWA
139
B. Riley Wealth Advisors
Florida
$298K +$70.3K +1,945 +28%
SAG
140
SageView Advisory Group
California
$295K +$292K +8,086 New
CIA
141
Cape Investment Advisory
Georgia
$294K +$32.5K +900 +13%
AGWCA
142
Annis Gardner Whiting Capital Advisors
Florida
$293K +$287K +7,949 New
IFG
143
Independent Financial Group
California
$289K +$284K +7,858 New
CNWM
144
Clay Northam Wealth Management
California
$286K
CBFP
145
Cedar Brook Financial Partners
Ohio
$281K +$275K +7,623 New
PCA
146
Prosperity Capital Advisors
Ohio
$267K +$31.7K +878 +14%
SOS
147
Silver Oak Securities
Tennessee
$264K -$15.6K -431 -6%
CAG
148
Csenge Advisory Group
Florida
$264K +$259K +7,165 New
Carson Wealth (CWM LLC)
149
Carson Wealth (CWM LLC)
Nebraska
$253K +$23.7K +657 +11%
AFP
150
Ausdal Financial Partners
Iowa
$247K +$242K +6,703 New

PMAR Hedge Fund Activity: Q1 2024 in Review

175 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2024, worth a combined $549M — up 95% from $282M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new PMAR positions and 7 closed out — a net gain of 46 holders — while 81 added to existing stakes and 23 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.1M. The largest seller was JP Morgan Chase, exiting entirely with an estimated $12.5M sold.

  • 175 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2024, up from 130 in Q4 2023.
  • Funds reported $549M of Innovator US Equity Power Buffer ETF March stock for Q1 2024, up 95% quarter-over-quarter.
  • 53 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +46 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2024 was AE Wealth Management, an estimated $44.1M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2024 was JP Morgan Chase, an estimated $12.5M sold.

Based on aggregated 13F filings for Q1 2024.