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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

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

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
SPWM
151
Straight Path Wealth Management
Michigan
$237K +$232K +6,260 New
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$237K -$22.7K -614 -9%
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$229K +$12.9K +350 +6%
CWG
154
Crown Wealth Group
North Carolina
$225K -$12.8K -347 -6%
MCM
155
Mitchell Capital Management
Kansas
$224K +$218K +5,900 New
HF
156
HRT Financial
New York
$214K +$209K +5,657 New
CPA
157
Clear Point Advisors
New York
$136K – – –
Royal Bank of Canada
158
Royal Bank of Canada
Ontario, Canada
$135K -$291K -7,864 -69%
HBW
159
Hazlett, Burt & Watson
West Virginia
$129K +$50.9K +1,375 +67%
CFD
160
Creative Financial Designs
Indiana
$125K – – –
PA
161
Parallel Advisors
California
$119K – – –
GWM
162
Geneos Wealth Management
Colorado
$108K – – –
CP
163
Castleview Partners
Texas
$103K – – –
WWMSC
164
Wagner Wealth Management (South Carolina)
South Carolina
$75.5K – – –
IF
165
Integrity Financial
Wyoming
$59.6K – – –
GTAM
166
Global Trust Asset Management
Florida
$54.2K – – –
ATPW
167
Ashton Thomas Private Wealth
Arizona
$42.4K +$41.4K +1,118 New
TWP
168
Triad Wealth Partners
Kansas
$35.8K +$34.9K +943 New
LWM
169
Liberty Wealth Management
California
$34K +$1.24M +33,521 New
PS
170
Principal Securities
Iowa
$27.8K +$5.55K +150 +26%
UBS Group
171
UBS Group
Switzerland
$20.1K +$19.6K +529 New
CB
172
CNB Bank
Pennsylvania
$17.9K – – –
PP
173
PFS Partners
New Jersey
$16.8K – – –
ACM
174
Anfield Capital Management
California
$11.9K – – –
SS
175
Sunbelt Securities
Texas
$11.4K – – –
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.