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Innovator US Equity Power Buffer ETF March
PMAR

23 hedge funds and large institutions have $39.9M invested in Innovator US Equity Power Buffer ETF March in 2020 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

15% more funds holding

Funds holding: 20 → 23 (+3)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less capital invested

Capital invested by funds: $40M → $39.9M (-$136K)

0.53% less ownership

Funds ownership: 54.4% → 53.88% (-0.53%)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
4
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.28M
2
PCM
Penserra Capital Management
California
+$2.22M
3
OMC
Old Mission Capital
Illinois
+$681K
4
Wolverine Trading
Wolverine Trading
Illinois
+$330K
5
AAS
Avantax Advisory Services
Texas
+$293K

Top Sellers

1
SIA
Soltis Investment Advisors
Utah
-$649K
2
SW
SlateStone Wealth
Florida
-$285K
3
SFSG
Stearns Financial Services Group
North Carolina
-$206K
4
CAN
Cetera Advisor Networks
California
-$61.6K
5
LNC
Lincoln National Corp
Pennsylvania
-$27.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SFSG
1
Stearns Financial Services Group
North Carolina
$12.2M -$206K -7,523 -2%
ACM
2
Avalon Capital Management
California
$9.79M -$25.7K -938 -0.3%
CAN
3
Cetera Advisor Networks
California
$3.46M -$61.6K -2,251 -2%
DP
4
Denver PWM
Colorado
$3.06M +$57.5K +2,103 +2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$2.3M +$2.28M +83,191 New
PCM
6
Penserra Capital Management
California
$2.24M +$2.22M +81,056 New
Osaic Holdings
7
Osaic Holdings
Arizona
$1.39M +$106K +3,880 +8%
OMC
8
Old Mission Capital
Illinois
$1.27M +$681K +24,907 +118%
SW
9
SlateStone Wealth
Florida
$950K -$285K -10,421 -23%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$718K – – –
RTS
11
Round Table Services
New Jersey
$383K – – –
SIA
12
Soltis Investment Advisors
Utah
$355K -$649K -23,717 -65%
LNC
13
Lincoln National Corp
Pennsylvania
$351K -$27.2K -993 -7%
Wolverine Trading
14
Wolverine Trading
Illinois
$332K +$330K +12,058 New
AAS
15
Avantax Advisory Services
Texas
$297K +$293K +10,696 New
BFC
16
Bedel Financial Consulting
Indiana
$236K – – –
IA
17
IFP Advisors
Florida
$201K – – –
JP Morgan Chase
18
JP Morgan Chase
New York
$117K – – –
UBS Group
19
UBS Group
Switzerland
$80K +$79.3K +2,897 New
VFA
20
Valeo Financial Advisors
Indiana
$52K – – –
GTAM
21
Global Trust Asset Management
Florida
$44K – – –
LFG
22
Larson Financial Group
Missouri
$31K +$20.1K +735 +189%
SWA
23
Sutton Wealth Advisors
Florida
$19.5K – – –
HFA
24
Hoover Financial Advisors
Pennsylvania
– -$25K -952 Closed

PMAR Hedge Fund Activity: Q3 2020 in Review

23 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2020, worth a combined $39.9M — down 0.34% from $40M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new PMAR positions and 1 closed out — a net gain of 4 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $2.28M. The largest seller was Soltis Investment Advisors, cutting an estimated $649K.

  • 23 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2020, up from 20 in Q2 2020.
  • Funds reported $39.9M of Innovator US Equity Power Buffer ETF March stock for Q3 2020, down 0.34% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2020 and 1 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2020 was Envestnet Asset Management, an estimated $2.28M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2020 was Soltis Investment Advisors, an estimated $649K sold.

Based on aggregated 13F filings for Q3 2020.