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Innovator US Equity Power Buffer ETF March

135 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 47 increasing their positions, 15 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 11

213% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 15

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

107% more capital invested

Capital invested by funds: $162M → $335M (+$173M)

47% more funds holding

Funds holding: 92135 (+43)

5.24% more ownership

Funds ownership: 72.93%78.17% (+5.2%)

Holders
135
Holders Change
+43
Holders Change %
+46.74%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
56
Increased
47
Reduced
15
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$80.8M +$52.5M +1,675,456 +200%
SEP
2
Southland Equity Partners
Missouri
$24.9M +$23.8M +758,477 +4,785%
PCM
3
Penserra Capital Management
California
$17.2M +$2.19M +69,885 +15%
Osaic Holdings
4
Osaic Holdings
Arizona
$16.5M +$7.15M +228,332 +80%
MCM
5
MAI Capital Management
Ohio
$12.6M +$10.8M +345,727 +734%
AWM
6
AE Wealth Management
Kansas
$11.7M +$2.76M +88,001 +32%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.5M +$9.89M +315,754 +2,863%
SCA
8
Stuart Chaussee & Associates
California
$10.4M +$10.1M +321,862 New
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.22M +$2.14M +68,396 +55%
HighTower Advisors
10
HighTower Advisors
Illinois
$6.01M +$5.01M +159,772 +595%
CAN
11
Cetera Advisor Networks
California
$5.7M +$226K +7,226 +4%
ICG
12
InterOcean Capital Group
Tennessee
$5.48M -$14.7K -470 -0.3%
WP
13
WealthSource Partners
California
$5.31M +$5.17M +165,058 New
NA
14
NewEdge Advisors
Louisiana
$4.97M +$4.85M +154,875 New
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.78M +$3.64M +116,093 +357%
LNC
16
Lincoln National Corp
Pennsylvania
$4.73M +$234K +7,465 +5%
W
17
WPWealth
Texas
$4.11M +$4M +127,720 New
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$4.1M +$3.99M +127,471 New
FMWA
19
Forvis Mazars Wealth Advisors
Missouri
$4.08M +$2.33M +74,450 +142%
FCAG
20
First Capital Advisors Group
New Jersey
$3.85M +$3.75M +119,709 New
SIA
21
SkyView Investment Advisors
New Jersey
$3.85M +$3.75M +119,709 New
GCP
22
Gill Capital Partners
Colorado
$3.22M -$345K -10,997 -10%
Jane Street
23
Jane Street
New York
$2.88M +$2.8M +89,438 New
WA
24
Wealth Alliance
New York
$2.84M +$1.97M +62,897 +249%
BPA
25
Beacon Pointe Advisors
California
$2.73M +$769K +24,529 +41%

PMAR Hedge Fund Activity: Q1 2023 in Review

135 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q1 2023, worth a combined $335M — up 107% from $162M a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new PMAR positions and 11 closed out — a net gain of 45 holders — while 47 added to existing stakes and 15 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $52.5M. The largest seller was Transform Wealth, exiting entirely with an estimated $17.1M sold.

  • 135 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q1 2023, up from 92 in Q4 2022.
  • Funds reported $335M of Innovator US Equity Power Buffer ETF March stock for Q1 2023, up 107% quarter-over-quarter.
  • 56 funds opened new Innovator US Equity Power Buffer ETF March positions in Q1 2023 and 11 closed out, a net change of +45 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q1 2023 was AllianceBernstein, an estimated $52.5M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q1 2023 was Transform Wealth, an estimated $17.1M sold.

Based on aggregated 13F filings for Q1 2023.