Innovator US Equity Power Buffer ETF March
PMAR
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.
0.41% more ownership
Funds ownership: 74.57% → 74.97% (+0.41%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
5% less funds holding
Funds holding: 183 → 174 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.18M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.66M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.35M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.24M |
| 5 |
HF
HRT Financial
New York
|
+$933K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$27.5M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$11.4M |
| 3 |
BAM
Belpointe Asset Management
Reno,
Nevada
|
-$3.08M |
| 4 |
CCG
Catalina Capital Group
Torrance,
California
|
-$3.03M |
| 5 |
TC
TownSquare Capital
Provo,
Utah
|
-$2.32M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWM
176
Liberty Wealth Management
Oakland,
California
| – | -$34K | -33,521 | Closed |
|
|
SWP
177
Summit Wealth Partners
Orlando,
Florida
| – | -$406K | -10,709 | Closed |
|
|
LSPW
178
Lake Street Private Wealth
Chicago,
Illinois
| – | -$377K | -9,941 | Closed |
|
|
MHS
179
M Holdings Securities
Portland,
Oregon
| – | -$269K | -7,107 | Closed |
|
|
SEIA
180
Signature Estate & Investment Advisors
Los Angeles,
California
| – | -$250K | -6,583 | Closed |
|
|
MCM
181
Mitchell Capital Management
Leawood,
Kansas
| – | -$224K | -5,900 | Closed |
|
182
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$135K | -3,565 | Closed |
|
|
ATPW
183
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$42.4K | -1,118 | Closed |
|
|
TWP
184
Triad Wealth Partners
Lawrence,
Kansas
| – | -$35.8K | -943 | Closed |
|
185
Wells Fargo
San Francisco,
California
| – | -$2.27K | -60 | Closed |
|
|
GLR
186
Great Lakes Retirement
Sandusky,
Ohio
| – | -$905 | -24 | 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.