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Innovator US Equity Power Buffer ETF March

58 hedge funds and large institutions have $71M invested in Innovator US Equity Power Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.53% more ownership

Funds ownership: 61.18%65.7% (+4.5%)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

4% less capital invested

Capital invested by funds: $73.8M → $71M (-$2.73M)

2% less funds holding

Funds holding: 5958 (-1)

78% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 27

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
0.89%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
6
Reduced
27
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$8.13M -$140K -4,477 -2%
ICG
2
InterOcean Capital Group
Tennessee
$7.68M -$273K -8,755 -3%
PCM
3
Penserra Capital Management
California
$6.86M +$1.29M +41,463 +24%
HighTower Advisors
4
HighTower Advisors
Illinois
$5.95M +$523K +16,753 +10%
5L
5
55I LLC
Massachusetts
$4.29M +$124K +3,961 +3%
KAS
6
Kestra Advisory Services
Texas
$3.99M -$7.4K -237 -0.2%
GCP
7
Gill Capital Partners
Colorado
$3.79M -$6.75K -216 -0.2%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$3.25M -$14.4K -460 -0.4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.03M -$156K -5,000 -5%
BWM
10
BCS Wealth Management
Tennessee
$1.84M +$53.3K +1,708 +3%
MSFS
11
Main Street Financial Solutions
Pennsylvania
$1.77M
AllianceBernstein
12
AllianceBernstein
Tennessee
$1.43M -$1.08M -34,720 -43%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.36M -$709K -22,713 -34%
BPA
14
Beacon Pointe Advisors
California
$1.17M -$536K -17,177 -32%
Truist Financial
15
Truist Financial
North Carolina
$1.13M
S
16
SignatureFD
Georgia
$1.09M
LNC
17
Lincoln National Corp
Pennsylvania
$944K -$20.3K -650 -2%
OMC
18
Old Mission Capital
Illinois
$841K -$2.25M -72,025 -73%
DFA
19
DHJJ Financial Advisors
Illinois
$686K -$1.41K -45 -0.2%
CA
20
CoreCap Advisors
Michigan
$679K +$672K +21,515 New
BA
21
Bellwether Advisors
Nebraska
$676K -$64.5K -2,064 -9%
AIA
22
Alera Investment Advisors
Illinois
$623K -$13.1K -421 -2%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$591K -$4.22K -135 -0.7%
VBFG
24
Vishria Bird Financial Group
Tennessee
$568K -$969K -31,022 -63%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$509K -$188K -6,019 -27%

PMAR Hedge Fund Activity: Q4 2021 in Review

58 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2021, worth a combined $71M — down 3.7% from $73.8M a quarter earlier.

Fund positioning in PMAR was balanced in Q4 2021: 8 funds opened new positions, 8 closed out, 6 added to existing stakes and 27 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.29M. The largest seller was Old Mission Capital, cutting an estimated $2.25M.

  • 58 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2021, down from 59 in Q3 2021.
  • Funds reported $71M of Innovator US Equity Power Buffer ETF March stock for Q4 2021, down 3.7% quarter-over-quarter.
  • 8 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2021 and 8 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2021 was Penserra Capital Management, an estimated $1.29M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2021 was Old Mission Capital, an estimated $2.25M sold.

Based on aggregated 13F filings for Q4 2021.