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Innovator US Equity Power Buffer ETF March

34 hedge funds and large institutions have $35.3M invested in Innovator US Equity Power Buffer ETF March in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

48% more funds holding

Funds holding: 2334 (+11)

13.21% more ownership

Funds ownership: 53.88%67.09% (+13%)

11% less capital invested

Capital invested by funds: $39.9M → $35.3M (-$4.58M)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
34
Holders Change
+11
Holders Change %
+47.83%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
3
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$10.4M +$10.3M +365,844 New
ICG
2
InterOcean Capital Group
Tennessee
$4.79M +$4.73M +168,340 New
KAS
3
Kestra Advisory Services
Texas
$3.4M +$3.35M +119,399 New
PCM
4
Penserra Capital Management
California
$2.87M +$560K +19,933 +25%
CAN
5
Cetera Advisor Networks
California
$2.67M -$875K -31,169 -25%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$2.55M +$181K +6,437 +8%
OMC
7
Old Mission Capital
Illinois
$1.3M -$6.6K -235 -0.5%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$1.1M +$1.09M +38,793 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$740K
Osaic Holdings
10
Osaic Holdings
Arizona
$709K -$713K -25,382 -50%
Wolverine Trading
11
Wolverine Trading
Illinois
$569K +$223K +7,948 +66%
DFA
12
DHJJ Financial Advisors
Illinois
$469K +$463K +16,503 New
RTS
13
Round Table Services
New Jersey
$394K
SIA
14
Soltis Investment Advisors
Utah
$337K -$28.4K -1,010 -8%
BA
15
Bellwether Advisors
Nebraska
$299K +$295K +10,520 New
BWM
16
BCGM Wealth Management
Indiana
$289K +$283K +10,072 New
LNC
17
Lincoln National Corp
Pennsylvania
$277K -$83.6K -2,979 -23%
GCP
18
Gill Capital Partners
Colorado
$272K +$269K +9,575 New
Citadel Advisors
19
Citadel Advisors
Florida
$249K +$246K +8,749 New
AWM
20
AE Wealth Management
Kansas
$248K +$245K +8,731 New
BFC
21
Bedel Financial Consulting
Indiana
$243K
SSWM
22
Smith Salley Wealth Management
North Carolina
$230K +$227K +8,096 New
SW
23
SlateStone Wealth
Florida
$214K -$755K -26,879 -78%
IA
24
IFP Advisors
Florida
$208K
SS
25
Simplicity Solutions
Minnesota
$201K +$198K +7,050 New

PMAR Hedge Fund Activity: Q4 2020 in Review

34 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2020, worth a combined $35.3M — down 11% from $39.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new PMAR positions and 4 closed out — a net gain of 12 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was HighTower Advisors, opening a new position worth an estimated $10.3M. The largest seller was Avalon Capital Management, exiting entirely with an estimated $9.79M sold.

  • 34 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2020, up from 23 in Q3 2020.
  • Funds reported $35.3M of Innovator US Equity Power Buffer ETF March stock for Q4 2020, down 11% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2020 and 4 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2020 was HighTower Advisors, an estimated $10.3M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2020 was Avalon Capital Management, an estimated $9.79M sold.

Based on aggregated 13F filings for Q4 2020.