Innovator US Equity Power Buffer ETF March
PMAR
184 hedge funds and large institutions have $476M invested in Innovator US Equity Power Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 15 closing their positions.
80% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 15
5% more funds holding
Funds holding: 176 → 184 (+8)
3.26% less ownership
Funds ownership: 77.93% → 74.66% (-3.3%)
16% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 57
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
56% less capital inflows, than outflows
Capital inflows: $51.1M | Capital outflows: $115M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$8.49M |
| 2 |
HFG Wealth Management
The Woodlands,
Texas
|
+$8.21M |
| 3 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$5.04M |
| 4 |
Diversify Advisory Services
Sandy,
Utah
|
+$5.01M |
| 5 |
Focus Partners Wealth
Boston,
Massachusetts
|
+$4.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE Wealth Management
Topeka,
Kansas
|
-$45M |
| 2 |
Personal CFO Solutions
Chester,
New Jersey
|
-$19M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$8.22M |
| 4 |
West Michigan Advisors
Holland,
Michigan
|
-$8.11M |
| 5 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$6.21M |
PMAR Hedge Fund Activity: Q2 2024 in Review
184 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q2 2024, worth a combined $476M — down 13% from $550M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new PMAR positions and 15 closed out — a net gain of 12 holders — while 48 added to existing stakes and 57 trimmed.
The largest buyer was Kovitz Investment Group Partners, opening a new position worth an estimated $8.49M. The largest seller was AE Wealth Management, cutting an estimated $45M.
- 184 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 176 in Q1 2024.
- Funds reported $476M of Innovator US Equity Power Buffer ETF March stock for Q2 2024, down 13% quarter-over-quarter.
- 27 funds opened new Innovator US Equity Power Buffer ETF March positions in Q2 2024 and 15 closed out, a net change of +12 holders.
- The largest Innovator US Equity Power Buffer ETF March buyer in Q2 2024 was Kovitz Investment Group Partners, an estimated $8.49M added.
- The largest Innovator US Equity Power Buffer ETF March seller in Q2 2024 was AE Wealth Management, an estimated $45M sold.
Based on aggregated 13F filings for Q2 2024.