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Innovator US Equity Power Buffer ETF March

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: 22 (0)

5% less funds holding

Funds holding: 183174 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
CWG
151
Crown Wealth Group
North Carolina
$233K
JP Morgan Chase
152
JP Morgan Chase
New York
$164K +$149K +3,891 +1,380%
Barclays
153
Barclays
United Kingdom
$160K +$156K +4,066 New
CPA
154
Clear Point Advisors
New York
$140K
PA
155
Parallel Advisors
California
$123K
GWM
156
Geneos Wealth Management
Colorado
$112K
CFD
157
Creative Financial Designs
Indiana
$110K -$19.2K -500 -15%
WWMSC
158
Wagner Wealth Management (South Carolina)
South Carolina
$78.1K
CP
159
Castleview Partners
Texas
$73.7K -$32.4K -843 -31%
IF
160
Integrity Financial
Wyoming
$61.7K
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$61K +$59.7K +1,555 New
GTAM
162
Global Trust Asset Management
Florida
$56.1K
HBW
163
Hazlett, Burt & Watson
West Virginia
$31K -$101K -2,625 -77%
PS
164
Principal Securities
Iowa
$28.8K
CB
165
CNB Bank
Pennsylvania
$18.6K
PP
166
PFS Partners
New Jersey
$16.8K -$614 -16 -4%
ACM
167
Anfield Capital Management
California
$12.3K
SS
168
Sunbelt Securities
Texas
$11.8K
CAS
169
Coppell Advisory Solutions
Texas
$9.12K
Kovitz Investment Group Partners
170
Kovitz Investment Group Partners
Illinois
$8.35K -$640K -16,680 -7%
EWA
171
EverSource Wealth Advisors
Alabama
$5.89K
CIAS
172
Capital Investment Advisory Services
North Carolina
$3.92K
WWM
173
Wolff Wiese Magana
California
$2K
OLVIG
174
Oliver Lagore Vanvalin Investment Group
Michigan
$471
CCG
175
Catalina Capital Group
California
-$3.03M -79,842 Closed

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.