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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 %
NF
151
Nikulski Financial
Iowa
$234K – – –
CWG
152
Crown Wealth Group
North Carolina
$232K -$48.1K -1,308 -17%
MA
153
Mutual Advisors
Nebraska
$213K – – –
Koshinski Asset Management
154
Koshinski Asset Management
Illinois
$207K +$207K +5,625 New
BCM
155
Beck Capital Management
Texas
$203K -$22.1K -600 -10%
CPA
156
Clear Point Advisors
New York
$132K -$14.7K -400 -10%
CFD
157
Creative Financial Designs
Indiana
$121K +$121K +3,300 New
PA
158
Parallel Advisors
California
$116K – – –
GWM
159
Geneos Wealth Management
Colorado
$105K +$105K +2,850 New
CP
160
Castleview Partners
Texas
$100K – – –
HBW
161
Hazlett, Burt & Watson
West Virginia
$75K +$45.7K +1,250 +156%
WWM
162
Wagner Wealth Management
South Carolina
$73.3K – – –
IF
163
Integrity Financial
Wyoming
$57.9K – – –
GTAM
164
Global Trust Asset Management
Florida
$52.6K – – –
PS
165
Principal Securities
Iowa
$21.5K -$56.4K -1,531 -72%
CB
166
CNB Bank
Pennsylvania
$17.4K +$17.4K +473 New
PP
167
PFS Partners
New Jersey
$16.3K -$4.45K -121 -21%
ACM
168
Anfield Capital Management
California
$11.5K +$11.5K +313 New
SS
169
Sunbelt Securities
Texas
$11K – – –
EWA
170
EverSource Wealth Advisors
Alabama
$5.43K +$5.43K +150 New
CIAS
171
Capital Investment Advisory Services
North Carolina
$3.68K – – –
WWM
172
Wolff Wiese Magana
California
$1.88K – – –
OLVIG
173
Oliver Lagore Vanvalin Investment Group
Michigan
$442 – – –
JPMorgan Chase & Co
174
JPMorgan Chase & Co
New York
– -$12.5M -350,000 Closed
WIA
175
World Investment Advisors
California
– -$3.1M -94,424 Closed
4 5 6
7
8