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Innovator US Equity Power Buffer ETF March

130 hedge funds and large institutions have $282M invested in Innovator US Equity Power Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 11 increasing their positions, 65 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

3% more funds holding

Funds holding: 126130 (+4)

1.82% less ownership

Funds ownership: 75.19%73.37% (-1.8%)

5% less capital invested

Capital invested by funds: $297M → $282M (-$15.1M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

83% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 65

Holders
130
Holders Change
+4
Holders Change %
+3.17%
% of All Funds
1.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
11
Reduced
65
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$60.4M -$27M -785,919 -32%
PCM
2
Penserra Capital Management
California
$30M +$5.98M +173,935 +26%
SEP
3
Southland Equity Partners
Missouri
$27.1M -$149K -4,332 -0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$12.5M +$11.9M +345,151 +7,118%
Osaic Holdings
5
Osaic Holdings
Arizona
$8.97M -$3.02M -87,839 -26%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$8.73M -$1.21M -35,184 -13%
WP
7
WealthSource Partners
California
$5.14M -$44.4K -1,290 -0.9%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$4.83M -$427K -12,403 -8%
CAN
9
Cetera Advisor Networks
California
$4.8M -$788K -22,895 -15%
KAS
10
Kestra Advisory Services
Texas
$4.53M +$649K +18,874 +17%
LNC
11
Lincoln National Corp
Pennsylvania
$4.3M -$285K -8,294 -6%
FMWA
12
Forvis Mazars Wealth Advisors
Missouri
$4.06M -$280K -8,139 -7%
ICG
13
InterOcean Capital Group
Tennessee
$3.62M -$760K -22,078 -18%
CA
14
CoreCap Advisors
Michigan
$3.21M +$53.8K +1,564 +2%
MCM
15
MAI Capital Management
Ohio
$3.13M -$182K -5,298 -6%
WIA
16
World Investment Advisors
California
$3.1M +$3.25M +94,424 New
WA
17
Wealth Alliance
New York
$3.06M -$1.03K -30 -0%
HighTower Advisors
18
HighTower Advisors
Illinois
$2.98M -$51.5K -1,498 -2%
TC
19
TownSquare Capital
Utah
$2.94M -$429K -12,473 -13%
W
20
WPWealth
Texas
$2.86M
GCP
21
Gill Capital Partners
Colorado
$2.84M -$187K -5,436 -6%
BPA
22
Beacon Pointe Advisors
California
$2.68M -$859K -24,957 -25%
MFG
23
MTM Financial Group
Pennsylvania
$2.62M -$2.06K -60 -0.1%
BWM
24
BCS Wealth Management
Tennessee
$2.47M -$38.6K -1,121 -2%
CHC
25
City Holding Co
West Virginia
$2.45M -$193K -5,600 -8%

PMAR Hedge Fund Activity: Q4 2023 in Review

130 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2023, worth a combined $282M — down 5.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PMAR positions and 8 closed out — a net gain of 6 holders — while 11 added to existing stakes and 65 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.9M. The largest seller was AllianceBernstein, cutting an estimated $27M.

  • 130 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2023, up from 126 in Q3 2023.
  • Funds reported $282M of Innovator US Equity Power Buffer ETF March stock for Q4 2023, down 5.1% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2023 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2023 was JP Morgan Chase, an estimated $11.9M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2023 was AllianceBernstein, an estimated $27M sold.

Based on aggregated 13F filings for Q4 2023.