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Innovator US Equity Power Buffer ETF March

92 hedge funds and large institutions have $162M invested in Innovator US Equity Power Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 8 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

5% more capital invested

Capital invested by funds: $154M → $162M (+$8.18M)

3.02% more ownership

Funds ownership: 69.9%72.93% (+3%)

1% more funds holding

Funds holding: 9192 (+1)

80% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 41

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
8
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$25.7M -$283K -9,333 -1%
TW
2
Transform Wealth
Colorado
$17.1M +$16.9M +555,787 New
PCM
3
Penserra Capital Management
California
$14.3M +$2.24M +73,892 +19%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$12.3M -$1.97M -64,869 -14%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.72M -$1.65M -54,332 -16%
AWM
6
AE Wealth Management
Kansas
$8.47M -$190K -6,269 -2%
ICG
7
InterOcean Capital Group
Tennessee
$5.25M -$958K -31,580 -16%
CAN
8
Cetera Advisor Networks
California
$5.22M -$82.6K -2,722 -2%
LNC
9
Lincoln National Corp
Pennsylvania
$4.28M +$297K +9,805 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$3.83M -$161K -5,316 -4%
GCP
11
Gill Capital Partners
Colorado
$3.41M -$133K -4,400 -4%
KAS
12
Kestra Advisory Services
Texas
$2.44M -$1.97M -65,000 -45%
LAS
13
Lloyd Advisory Services
Georgia
$2.38M +$19.4K +638 +0.8%
CHC
14
City Holding Co
West Virginia
$2.1M
BWM
15
BCS Wealth Management
Tennessee
$2.09M -$13.2K -435 -0.6%
MFG
16
MTM Financial Group
Pennsylvania
$2.02M -$117K -3,859 -6%
BPA
17
Beacon Pointe Advisors
California
$1.85M -$52K -1,713 -3%
MSFS
18
Main Street Financial Solutions
Pennsylvania
$1.73M
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$1.68M -$62.9K -2,075 -4%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$1.61M -$4.52K -149 -0.3%
BA
21
Bellwether Advisors
Nebraska
$1.58M -$6.22K -205 -0.4%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$1.47M -$46.8K -1,543 -3%
KWM
23
KFG Wealth Management
Indiana
$1.46M +$1.45M +47,672 New
MCM
24
MAI Capital Management
Ohio
$1.45M -$275K -9,062 -16%
RJA
25
Raymond James & Associates
Florida
$1.22M -$429K -14,139 -26%

PMAR Hedge Fund Activity: Q4 2022 in Review

92 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2022, worth a combined $162M — up 5.3% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PMAR positions and 10 closed out — a net gain of 3 holders — while 8 added to existing stakes and 41 trimmed.

The largest buyer was Transform Wealth, opening a new position worth an estimated $16.9M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $6.93M sold.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $162M of Innovator US Equity Power Buffer ETF March stock for Q4 2022, up 5.3% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2022 and 10 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2022 was Transform Wealth, an estimated $16.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $6.93M sold.

Based on aggregated 13F filings for Q4 2022.