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Innovator US Equity Power Buffer ETF March
PMAR

174 hedge funds and large institutions have $423M invested in Innovator US Equity Power Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 23 increasing their positions, 85 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.41% more ownership

Funds ownership: 74.57% → 74.97% (+0.41%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

5% less funds holding

Funds holding: 183 → 174 (-9)

11% less capital invested

Capital invested by funds: $476M → $423M (-$52.3M)

50% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 12

73% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 85

Holders
174
Holders Change
-9
Holders Change %
-4.92%
% of All Funds
2.5%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
23
Reduced
85
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.18M
2
OMC
Old Mission Capital
Illinois
+$1.66M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.35M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.24M
5
HF
HRT Financial
New York
+$933K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$27.5M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$11.4M
3
BAM
Belpointe Asset Management
Nevada
-$3.08M
4
CCG
Catalina Capital Group
California
-$3.03M
5
TC
TownSquare Capital
Utah
-$2.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
126
Citadel Advisors
Florida
$351K -$274K -7,128 -44%
FFG
127
Frisch Financial Group
New York
$349K -$1.36M -35,438 -80%
JSL
128
JT Stratford LLC
Georgia
$347K – – –
SCM
129
Schnieders Capital Management
California
$341K – – –
GSIS
130
Global Strategic Investment Solutions
Arizona
$339K -$199K -5,184 -38%
WCG
131
Weaver Consulting Group
California
$337K -$53K -1,382 -14%
SSW
132
Smith Shellnut Wilson
Mississippi
$334K – – –
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$326K -$3.38K -88 -1%
FCM
134
Firestone Capital Management
Florida
$325K – – –
CIA
135
Cape Investment Advisory
Georgia
$314K – – –
FFA
136
Fragasso Financial Advisors
Pennsylvania
$311K – – –
SPC
137
Sigma Planning Corp
Michigan
$289K -$589K -15,335 -68%
DIA
138
Dana Investment Advisors
Wisconsin
$285K – – –
Morgan Stanley
139
Morgan Stanley
New York
$277K +$271K +7,061 New
FCCM
140
First City Capital Management
Georgia
$265K -$105K -2,745 -29%
AFP
141
Ausdal Financial Partners
Iowa
$263K – – –
CFP
142
Cypress Financial Planning
New Jersey
$259K +$11.5K +300 +5%
AWS
143
Atria Wealth Solutions
New York
$256K -$948K -24,700 -79%
PCA
144
Prosperity Capital Advisors
Ohio
$250K – – –
NF
145
Nikulski Financial
Iowa
$249K – – –
W
146
WPWealth
Texas
$247K – – –
SPWM
147
Straight Path Wealth Management
Michigan
$246K – – –
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$244K -$1.15K -30 -0.5%
CNWM
149
Clay Northam Wealth Management
California
$242K -$61.4K -1,600 -21%
Koshinski Asset Management
150
Koshinski Asset Management
Illinois
$235K – – –
4 5
6
7 8

PMAR Hedge Fund Activity: Q3 2024 in Review

174 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2024, worth a combined $423M — down 11% from $476M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of PMAR and 6 opened new positions — a net loss of 6 holders — while 85 trimmed existing stakes and 23 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.18M. The largest seller was Brookstone Capital Management, cutting an estimated $27.5M.

  • 174 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2024, down from 183 in Q2 2024.
  • Funds reported $423M of Innovator US Equity Power Buffer ETF March stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2024 and 12 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2024 was Penserra Capital Management, an estimated $2.18M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2024 was Brookstone Capital Management, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2024.