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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
CFP
151
Cypress Financial Planning
New Jersey
$236K +$232K +6,411 New
ETIA
152
Epic Trust Investment Advisors
Washington
$234K -$98.7K -2,731 -30%
NF
153
Nikulski Financial
Iowa
$234K
CWG
154
Crown Wealth Group
North Carolina
$232K -$47.3K -1,308 -17%
MA
155
Mutual Advisors
Nebraska
$213K
Koshinski Asset Management
156
Koshinski Asset Management
Illinois
$207K +$203K +5,625 New
BCM
157
Beck Capital Management
Texas
$203K -$21.7K -600 -10%
CPA
158
Clear Point Advisors
New York
$132K -$14.5K -400 -10%
CFD
159
Creative Financial Designs
Indiana
$121K +$119K +3,300 New
PA
160
Parallel Advisors
California
$116K
GWM
161
Geneos Wealth Management
Colorado
$105K +$103K +2,850 New
CP
162
Castleview Partners
Texas
$100K
HBW
163
Hazlett, Burt & Watson
West Virginia
$75K +$45.2K +1,250 +156%
WWMSC
164
Wagner Wealth Management (South Carolina)
South Carolina
$73.3K
IF
165
Integrity Financial
Wyoming
$57.9K
GTAM
166
Global Trust Asset Management
Florida
$52.6K
PS
167
Principal Securities
Iowa
$21.5K -$55.3K -1,531 -72%
CB
168
CNB Bank
Pennsylvania
$17.4K +$17.1K +473 New
PP
169
PFS Partners
New Jersey
$16.3K -$4.37K -121 -21%
ACM
170
Anfield Capital Management
California
$11.5K +$11.3K +313 New
SS
171
Sunbelt Securities
Texas
$11K
EWA
172
EverSource Wealth Advisors
Alabama
$5.43K +$5.42K +150 New
CIAS
173
Capital Investment Advisory Services
North Carolina
$3.68K
WWM
174
Wolff Wiese Magana
California
$1.88K
OLVIG
175
Oliver Lagore Vanvalin Investment Group
Michigan
$442

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.