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Innovator US Equity Power Buffer ETF March

84 hedge funds and large institutions have $159M invested in Innovator US Equity Power Buffer ETF March in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 31 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 6

288% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 8

124% more capital invested

Capital invested by funds: $71M → $159M (+$88.2M)

45% more funds holding

Funds holding: 5884 (+26)

6.2% more ownership

Funds ownership: 65.7%71.9% (+6.2%)

Holders
84
Holders Change
+26
Holders Change %
+44.83%
% of All Funds
1.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
31
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$28.8M +$26.7M +845,787 +1,871%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$15.5M +$12.1M +383,456 +399%
BCM
3
Brookstone Capital Management
Illinois
$12.3M +$12.2M +387,289 New
PCM
4
Penserra Capital Management
California
$8.39M +$1.34M +42,534 +20%
ICG
5
InterOcean Capital Group
Tennessee
$8.21M +$344K +10,909 +4%
GSIS
6
Global Strategic Investment Solutions
Arizona
$7.82M +$7.65M +242,243 New
CAN
7
Cetera Advisor Networks
California
$5.67M +$5.24M +166,033 +1,733%
Osaic Holdings
8
Osaic Holdings
Arizona
$4.94M +$1.79M +56,682 +22%
5L
9
55I LLC
Massachusetts
$4.62M +$226K +7,155 +5%
GCP
10
Gill Capital Partners
Colorado
$4.13M +$241K +7,632 +6%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$3.88M +$549K +17,396 +17%
LNC
12
Lincoln National Corp
Pennsylvania
$3.51M +$2.49M +78,845 +263%
BPA
13
Beacon Pointe Advisors
California
$2.77M +$1.54M +48,862 +132%
KAS
14
Kestra Advisory Services
Texas
$2.6M -$1.45M -45,933 -36%
MCM
15
MAI Capital Management
Ohio
$2.41M +$2.36M +74,643 New
BWM
16
BCS Wealth Management
Tennessee
$2.22M +$332K +10,513 +18%
RJA
17
Raymond James & Associates
Florida
$2.11M +$2.06M +65,329 New
Truist Financial
18
Truist Financial
North Carolina
$1.84M +$672K +21,276 +60%
MSFS
19
Main Street Financial Solutions
Pennsylvania
$1.81M
DHGWA
20
Dixon Hughes Goodman Wealth Advisors
North Carolina
$1.78M +$1.64M +51,908 +1,672%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$1.73M +$330K +10,455 +24%
BA
22
Bellwether Advisors
Nebraska
$1.61M +$903K +28,603 +133%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$1.59M +$1.49M +47,347 +2,385%
LSPW
24
Lake Street Private Wealth
Illinois
$1.14M +$1.11M +35,186 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.1M +$1.08M +34,222 New

PMAR Hedge Fund Activity: Q1 2022 in Review

84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2022, worth a combined $159M — up 124% from $71M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new PMAR positions and 6 closed out — a net gain of 27 holders — while 31 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $26.7M. The largest seller was HighTower Advisors, cutting an estimated $4.9M.

  • 84 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2022, up from 58 in Q4 2021.
  • Funds reported $159M of Innovator US Equity Power Buffer ETF March stock for Q1 2022, up 124% quarter-over-quarter.
  • 33 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2022 and 6 closed out, a net change of +27 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2022 was AllianceBernstein, an estimated $26.7M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2022 was HighTower Advisors, an estimated $4.9M sold.

Based on aggregated 13F filings for Q1 2022.