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Innovator US Equity Power Buffer ETF March
PMAR

183 hedge funds and large institutions have $476M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

5% more funds holding

Funds holding: 175 → 183 (+8)

3.27% less ownership

Funds ownership: 77.84% → 74.57% (-3.3%)

13% less capital invested

Capital invested by funds: $549M → $476M (-$73.8M)

16% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 57

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
48
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.49M
2
HWM
HFG Wealth Management
Texas
+$8.21M
3
OIA
OneDigital Investment Advisors
Kansas
+$5.04M
4
DAS
Diversify Advisory Services
Utah
+$5.01M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.65M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$45M
2
PCS
Personal CFO Solutions
New Jersey
-$19M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$8.22M
4
WMA
West Michigan Advisors
Michigan
-$8.11M
5
LNC
Lincoln National Corp
Pennsylvania
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
FCCM
126
First City Capital Management
Georgia
$360K – – –
FA
127
Fiduciary Alliance
South Carolina
$358K +$20.3K +550 +6%
IFG
128
Independent Financial Group
California
$355K +$55.5K +1,500 +19%
VWA
129
Visionary Wealth Advisors
Illinois
$346K – – –
BFC
130
Bedel Financial Consulting
Indiana
$344K – – –
JSL
131
JT Stratford LLC
Georgia
$335K +$327K +8,835 New
SCM
132
Schnieders Capital Management
California
$330K – – –
SSW
133
Smith Shellnut Wilson
Mississippi
$322K – – –
IA
134
IFP Advisors
Florida
$322K +$8.51K +230 +3%
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$319K -$12.9K -348 -4%
FCM
136
Firestone Capital Management
Florida
$314K +$307K +8,287 New
CIA
137
Cape Investment Advisory
Georgia
$303K – – –
FFA
138
Fragasso Financial Advisors
Pennsylvania
$300K -$108K -2,920 -27%
CNWM
139
Clay Northam Wealth Management
California
$295K – – –
JCM
140
Jacobi Capital Management
Pennsylvania
$276K +$270K +7,291 New
DIA
141
Dana Investment Advisors
Wisconsin
$275K +$269K +7,262 New
MHS
142
M Holdings Securities
Oregon
$269K +$263K +7,107 New
SOS
143
Silver Oak Securities
Tennessee
$269K -$3.85K -104 -1%
AFP
144
Ausdal Financial Partners
Iowa
$254K – – –
SEIA
145
Signature Estate & Investment Advisors
California
$250K +$244K +6,583 New
PCA
146
Prosperity Capital Advisors
Ohio
$241K -$32.5K -878 -12%
ETIA
147
Epic Trust Investment Advisors
Washington
$241K – – –
NF
148
Nikulski Financial
Iowa
$241K – – –
W
149
WPWealth
Texas
$239K -$3.17M -85,793 -93%
CFP
150
Cypress Financial Planning
New Jersey
$238K -$4.59K -124 -2%
4 5
6
7 8

PMAR Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2024, worth a combined $476M — down 13% from $549M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PMAR positions and 15 closed out — a net gain of 12 holders — while 48 added to existing stakes and 57 trimmed.

The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $45M.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 175 in Q1 2024.
  • Funds reported $476M of Innovator US Equity Power Buffer ETF March stock for Q2 2024, down 13% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2024 and 15 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $8.49M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2024 was AE Wealth Management, an estimated $45M sold.

Based on aggregated 13F filings for Q2 2024.