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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
JP Morgan Chase
176
JP Morgan Chase
New York
$10.7K +$10.4K +282 New
CAS
177
Coppell Advisory Solutions
Texas
$8.84K +$8.62K +233 New
EWA
178
EverSource Wealth Advisors
Alabama
$5.74K – – –
CIAS
179
Capital Investment Advisory Services
North Carolina
$3.79K – – –
Wells Fargo
180
Wells Fargo
California
$2.27K +$2.22K +60 New
WWM
181
Wolff Wiese Magana
California
$1.93K – – –
GLR
182
Great Lakes Retirement
Ohio
$905 +$888 +24 New
OLVIG
183
Oliver Lagore Vanvalin Investment Group
Michigan
$455 – – –
PCS
184
Personal CFO Solutions
New Jersey
– -$19M -516,789 Closed
WMA
185
West Michigan Advisors
Michigan
– -$8.11M -220,417 Closed
LNC
186
Lincoln National Corp
Pennsylvania
– -$6.21M -168,630 Closed
OWA
187
Outlook Wealth Advisors
Texas
– -$3.33M -90,543 Closed
Susquehanna International Group
188
Susquehanna International Group
Pennsylvania
– -$1.15M -31,181 Closed
FI
189
FWG Investments
Kentucky
– -$757K -20,571 Closed
MWM
190
Maltin Wealth Management
New Jersey
– -$540K -14,659 Closed
PI
191
PFG Investments
New York
– -$528K -14,331 Closed
PWA
192
Pillar Wealth Advisors
Pennsylvania
– -$396K -10,745 Closed
SAG
193
SageView Advisory Group
California
– -$295K -8,086 Closed
AGWCA
194
Annis Gardner Whiting Capital Advisors
Florida
– -$293K -7,949 Closed
CBFP
195
Cedar Brook Financial Partners
Ohio
– -$281K -7,623 Closed
CAG
196
Csenge Advisory Group
Florida
– -$264K -7,165 Closed
MA
197
Mutual Advisors
Nebraska
– -$213K -5,788 Closed
BCM
198
Beck Capital Management
Texas
– -$203K -5,509 Closed
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.