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Innovator US Equity Power Buffer ETF March

91 hedge funds and large institutions have $154M invested in Innovator US Equity Power Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 5

7% more funds holding

Funds holding: 8591 (+6)

0.35% more ownership

Funds ownership: 69.55%69.9% (+0.35%)

6% less capital invested

Capital invested by funds: $164M → $154M (-$10.2M)

48% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 29

Holders
91
Holders Change
+6
Holders Change %
+7.06%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
29
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$24.6M -$113K -3,717 -0.4%
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$13.6M -$1.54M -50,520 -10%
PCM
3
Penserra Capital Management
California
$11.4M +$2.11M +69,180 +21%
Osaic Holdings
4
Osaic Holdings
Arizona
$9.84M +$641K +21,038 +7%
AWM
5
AE Wealth Management
Kansas
$8.21M +$7.98M +261,906 +1,299%
GSIS
6
Global Strategic Investment Solutions
Arizona
$6.93M -$16.5K -541 -0.2%
ICG
7
InterOcean Capital Group
Tennessee
$5.89M -$1.57M -51,615 -20%
CAN
8
Cetera Advisor Networks
California
$5.02M -$103K -3,378 -2%
KAS
9
Kestra Advisory Services
Texas
$4.21M +$1.91M +62,707 +77%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.79M -$40.1K -1,318 -1%
LNC
11
Lincoln National Corp
Pennsylvania
$3.78M +$345K +11,312 +10%
GCP
12
Gill Capital Partners
Colorado
$3.36M -$373K -12,252 -10%
OMC
13
Old Mission Capital
Illinois
$3.08M +$3.22M +105,745 New
LAS
14
Lloyd Advisory Services
Georgia
$2.24M +$2.34M +76,948 New
MFG
15
MTM Financial Group
Pennsylvania
$2.03M
BWM
16
BCS Wealth Management
Tennessee
$2M -$2.74K -90 -0.1%
CHC
17
City Holding Co
West Virginia
$1.99M +$171K +5,600 +9%
BPA
18
Beacon Pointe Advisors
California
$1.81M -$122K -3,993 -6%
Truist Financial
19
Truist Financial
North Carolina
$1.72M -$18.5K -608 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.65M -$114K -3,735 -6%
MSFS
21
Main Street Financial Solutions
Pennsylvania
$1.64M
MCM
22
MAI Capital Management
Ohio
$1.64M -$103K -3,384 -6%
RJA
23
Raymond James & Associates
Florida
$1.57M -$346K -11,346 -17%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$1.53M -$48.1K -1,578 -3%
BA
25
Bellwether Advisors
Nebraska
$1.5M

PMAR Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q3 2022, worth a combined $154M — down 6.2% from $164M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new PMAR positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 29 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $7.98M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $21.2M sold.

  • 91 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q3 2022, up from 85 in Q2 2022.
  • Funds reported $154M of Innovator US Equity Power Buffer ETF March stock for Q3 2022, down 6.2% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Power Buffer ETF March positions in Q3 2022 and 5 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q3 2022 was AE Wealth Management, an estimated $7.98M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q3 2022 was Brookstone Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q3 2022.