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Innovator US Equity Power Buffer ETF March

85 hedge funds and large institutions have $164M invested in Innovator US Equity Power Buffer ETF March in 2022 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

1% more funds holding

Funds holding: 8485 (+1)

3% more capital invested

Capital invested by funds: $159M → $164M (+$4.57M)

2.35% less ownership

Funds ownership: 71.9%69.55% (-2.4%)

Holders
85
Holders Change
+1
Holders Change %
+1.19%
% of All Funds
1.43%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
26
Reduced
20
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.1M -$1.29M -41,885 -5%
BCM
2
Brookstone Capital Management
Illinois
$21.2M +$9.77M +317,847 +82%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$15.3M +$1.16M +37,724 +8%
PCM
4
Penserra Capital Management
California
$9.53M +$1.94M +62,957 +24%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.39M +$98.8K +3,215 +1%
ICG
6
InterOcean Capital Group
Tennessee
$7.49M -$14.8K -482 -0.2%
GSIS
7
Global Strategic Investment Solutions
Arizona
$7.04M -$114K -3,696 -2%
CAN
8
Cetera Advisor Networks
California
$5.19M +$9.53K +310 +0.2%
GCP
9
Gill Capital Partners
Colorado
$4.13M
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.88M +$342K +11,124 +9%
LNC
11
Lincoln National Corp
Pennsylvania
$3.49M +$295K +9,591 +9%
KAS
12
Kestra Advisory Services
Texas
$2.42M +$36.3K +1,181 +1%
MFG
13
MTM Financial Group
Pennsylvania
$2.06M +$1.48M +48,149 +224%
BWM
14
BCS Wealth Management
Tennessee
$2.03M -$7.66K -249 -0.4%
BPA
15
Beacon Pointe Advisors
California
$1.95M -$606K -19,696 -23%
RJA
16
Raymond James & Associates
Florida
$1.92M -$4.92K -160 -0.2%
CHC
17
City Holding Co
West Virginia
$1.85M +$1.5M +48,850 +349%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.79M +$207K +6,746 +13%
Truist Financial
19
Truist Financial
North Carolina
$1.76M +$88.9K +2,891 +5%
MCM
20
MAI Capital Management
Ohio
$1.76M -$463K -15,073 -20%
KWM
21
Kingsview Wealth Management
Oregon
$1.7M +$1.4M +45,657 +388%
MSFS
22
Main Street Financial Solutions
Pennsylvania
$1.66M
FMWA
23
Forvis Mazars Wealth Advisors
Missouri
$1.59M +$1.66M +54,032 New
BA
24
Bellwether Advisors
Nebraska
$1.52M +$46.1K +1,500 +3%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$1.46M +$8.92K +290 +0.6%

PMAR Hedge Fund Activity: Q2 2022 in Review

85 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2022, worth a combined $164M — up 2.9% from $159M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PMAR positions and 8 closed out — a net gain of 2 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $9.77M. The largest seller was 55I LLC, exiting entirely with an estimated $4.62M sold.

  • 85 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2022, up from 84 in Q1 2022.
  • Funds reported $164M of Innovator US Equity Power Buffer ETF March stock for Q2 2022, up 2.9% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2022 and 8 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2022 was Brookstone Capital Management, an estimated $9.77M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q2 2022 was 55I LLC, an estimated $4.62M sold.

Based on aggregated 13F filings for Q2 2022.