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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.28M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.22M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$681K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
+$330K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
+$293K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$649K |
| 2 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$285K |
| 3 |
SFSG
Stearns Financial Services Group
Greensboro,
North Carolina
|
-$206K |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$61.6K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$27.2K |
PMAR Hedge Fund Activity: Q3 2020 in Review
23 of the 4,970 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.