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Innovator US Equity Power Buffer ETF March
PMAR

183 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.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

5% more funds holding

Funds holding: 175 → 183 (+8)

3.27% less ownership

Funds ownership: 77.84% → 74.57% (-3.3%)

13% less capital invested

Capital invested by funds: $549M → $476M (-$73.8M)

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)

Holders
183
Holders Change
+8
Holders Change %
+4.57%
% of All Funds
2.64%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
48
Reduced
57
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$8.49M
2
HWM
HFG Wealth Management
Texas
+$8.21M
3
OIA
OneDigital Investment Advisors
Kansas
+$5.04M
4
DAS
Diversify Advisory Services
Utah
+$5.01M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$4.65M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$45M
2
PCS
Personal CFO Solutions
New Jersey
-$19M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$8.22M
4
WMA
West Michigan Advisors
Michigan
-$8.11M
5
LNC
Lincoln National Corp
Pennsylvania
-$6.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$68.7M -$8.22M -222,297 -11%
PCM
2
Penserra Capital Management
California
$36.7M +$2M +54,132 +6%
BCM
3
Brookstone Capital Management
Illinois
$34.8M -$1.44M -39,016 -4%
SEP
4
Southland Equity Partners
Missouri
$29.5M +$14.5K +393 +0.1%
Osaic Holdings
5
Osaic Holdings
Arizona
$27.3M -$3.65M -98,780 -12%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$22.9M +$4.81K +130 +0%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$10.5M -$563K -15,230 -5%
KAS
8
Kestra Advisory Services
Texas
$8.76M +$499K +13,484 +6%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$8.7M +$8.49M +229,465 New
HWM
10
HFG Wealth Management
Texas
$8.41M +$8.21M +221,900 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.24M +$131K +3,548 +2%
OIA
12
OneDigital Investment Advisors
Kansas
$6.51M +$5.04M +136,213 +385%
TC
13
TownSquare Capital
Utah
$5.91M -$69.8K -1,887 -1%
MCM
14
MAI Capital Management
Ohio
$5.6M -$3.9M -105,512 -42%
HighTower Advisors
15
HighTower Advisors
Illinois
$5.31M -$124K -3,340 -2%
DAS
16
Diversify Advisory Services
Utah
$5.19M +$5.01M +135,349 New
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$4.76M +$4.65M +125,607 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.66M -$318K -8,604 -7%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.41M +$30.3K +820 +0.7%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$4.32M -$205K -5,552 -5%
KWM
21
KFG Wealth Management
Indiana
$4.3M +$203K +5,480 +5%
CA
22
CoreCap Advisors
Michigan
$4.24M -$312K -8,421 -7%
Truist Financial
23
Truist Financial
North Carolina
$4.19M -$391K -10,570 -9%
CFCI
24
Comprehensive Financial Consultants Institutional
Indiana
$3.62M -$75.2K -2,032 -2%
BAM
25
Belpointe Asset Management
Nevada
$3.45M +$32.2K +871 +1%
1
2 3 4 5

PMAR Hedge Fund Activity: Q2 2024 in Review

183 of the 6,924 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 $549M 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.

  • 183 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q2 2024, up from 175 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.