We are live on ! Find out more
PMAR icon

Innovator US Equity Power Buffer ETF March

65 hedge funds and large institutions have $78.5M invested in Innovator US Equity Power Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 7

122% more capital invested

Capital invested by funds: $35.3M → $78.5M (+$43.2M)

114% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 7

91% more funds holding

Funds holding: 3465 (+31)

2.93% less ownership

Funds ownership: 67.09%64.16% (-2.9%)

Holders
65
Holders Change
+31
Holders Change %
+91.18%
% of All Funds
1.14%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
38
Increased
15
Reduced
7
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$11.3M +$10.3M +355,932 +1,426%
ICG
2
InterOcean Capital Group
Tennessee
$7.59M +$2.56M +88,820 +53%
HighTower Advisors
3
HighTower Advisors
Illinois
$5.22M -$5.46M -189,421 -52%
KAS
4
Kestra Advisory Services
Texas
$5.13M +$1.56M +54,190 +45%
PCM
5
Penserra Capital Management
California
$4.4M +$1.39M +48,090 +48%
HFA
6
Hoover Financial Advisors
Pennsylvania
$3.2M +$3.07M +106,662 New
GCP
7
Gill Capital Partners
Colorado
$3.15M +$2.79M +96,976 +1,013%
DP
8
Denver PWM
Colorado
$3.06M +$3.19M +110,789 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.06M +$399K +13,849 +15%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.84M +$2.02M +70,197 +270%
AllianceBernstein
11
AllianceBernstein
Tennessee
$2.36M +$2.3M +79,984 New
BPA
12
Beacon Pointe Advisors
California
$2.08M +$2.04M +70,630 New
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.9M +$1.85M +64,266 New
5L
14
55I LLC
Massachusetts
$1.87M +$1.83M +63,417 New
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.73M +$1.68M +58,475 New
BWM
16
BCS Wealth Management
Tennessee
$1.67M +$1.63M +56,690 New
MSFS
17
Main Street Financial Solutions
Pennsylvania
$1.66M +$1.62M +56,200 New
VBFG
18
Vishria Bird Financial Group
Tennessee
$1.45M +$1.41M +49,026 New
Truist Financial
19
Truist Financial
North Carolina
$1.05M +$1.03M +35,602 New
S
20
SignatureFD
Georgia
$1.02M +$996K +34,554 New
LNC
21
Lincoln National Corp
Pennsylvania
$995K +$690K +23,957 +246%
LWA
22
Lineweaver Wealth Advisors
Ohio
$875K +$854K +29,653 New
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$671K +$655K +22,723 New
DFA
24
DHJJ Financial Advisors
Illinois
$647K +$155K +5,390 +33%
AIA
25
Alera Investment Advisors
Illinois
$596K +$581K +20,173 New

PMAR Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2021, worth a combined $78.5M — up 122% from $35.3M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new PMAR positions and 7 closed out — a net gain of 31 holders — while 15 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $10.3M. The largest seller was HighTower Advisors, cutting an estimated $5.46M.

  • 65 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2021, up from 34 in Q4 2020.
  • Funds reported $78.5M of Innovator US Equity Power Buffer ETF March stock for Q1 2021, up 122% quarter-over-quarter.
  • 38 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2021 and 7 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2021 was Osaic Holdings, an estimated $10.3M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2021 was HighTower Advisors, an estimated $5.46M sold.

Based on aggregated 13F filings for Q1 2021.