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Innovator US Equity Power Buffer ETF March

188 hedge funds and large institutions have $641M invested in Innovator US Equity Power Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 15 increasing their positions, 92 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

51% more capital invested

Capital invested by funds: $423M → $641M (+$217M)

8% more funds holding

Funds holding: 174188 (+14)

1.01% more ownership

Funds ownership: 74.97%75.98% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

84% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 92

Holders
188
Holders Change
+14
Holders Change %
+8.05%
% of All Funds
2.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
15
Reduced
92
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$240M
AllianceBernstein
2
AllianceBernstein
Tennessee
$60.1M -$12.1M -302,896 -17%
PCM
3
Penserra Capital Management
California
$47.1M +$5.93M +149,145 +15%
SEP
4
Southland Equity Partners
Missouri
$30.3M -$273K -6,866 -0.9%
Osaic Holdings
5
Osaic Holdings
Arizona
$23.3M -$6.87M -172,596 -23%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$11.1M -$1.22M -30,648 -10%
HWM
7
HFG Wealth Management
Texas
$10M +$1.35M +33,929 +15%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$9.82M -$646K -16,237 -6%
Raymond James Financial
9
Raymond James Financial
Florida
$9.32M +$9.23M +231,949 New
KAS
10
Kestra Advisory Services
Texas
$8.94M +$829K +20,844 +10%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$8.48M -$73.5K -1,846 -0.9%
BCM
12
Brookstone Capital Management
Illinois
$5.58M -$2.06M -51,721 -27%
HighTower Advisors
13
HighTower Advisors
Illinois
$5.02M -$344K -8,647 -6%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$4.59M -$457K -11,477 -9%
Truist Financial
15
Truist Financial
North Carolina
$4.45M -$14.7K -369 -0.3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$4.25M -$458K -11,499 -10%
CA
17
CoreCap Advisors
Michigan
$4.11M -$324K -8,154 -7%
DAS
18
Diversify Advisory Services
Utah
$3.99M -$873K -21,940 -18%
KWM
19
KFG Wealth Management
Indiana
$3.92M -$558K -14,031 -13%
FMWA
20
Forvis Mazars Wealth Advisors
Missouri
$3.8M -$415K -10,428 -10%
TC
21
TownSquare Capital
Utah
$3.68M -$158K -3,979 -4%
MCM
22
MAI Capital Management
Ohio
$3.48M -$748K -18,810 -18%
BA
23
Bellwether Advisors
Nebraska
$3.47M -$20.5K -514 -0.6%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.38M -$1.19M -29,810 -26%
WA
25
Wealth Alliance
New York
$3.32M -$15.2K -381 -0.5%

PMAR Hedge Fund Activity: Q4 2024 in Review

188 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF March (PMAR) for Q4 2024, worth a combined $641M — up 51% from $423M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new PMAR positions and 7 closed out — a net gain of 17 holders — while 15 added to existing stakes and 92 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $5.93M. The largest seller was AllianceBernstein, cutting an estimated $12.1M.

  • 188 institutional investors held Innovator US Equity Power Buffer ETF March (PMAR) as of Q4 2024, up from 174 in Q3 2024.
  • Funds reported $641M of Innovator US Equity Power Buffer ETF March stock for Q4 2024, up 51% quarter-over-quarter.
  • 24 funds opened new Innovator US Equity Power Buffer ETF March positions in Q4 2024 and 7 closed out, a net change of +17 holders.
  • The largest Innovator US Equity Power Buffer ETF March buyer in Q4 2024 was Penserra Capital Management, an estimated $5.93M added.
  • The largest Innovator US Equity Power Buffer ETF March seller in Q4 2024 was AllianceBernstein, an estimated $12.1M sold.

Based on aggregated 13F filings for Q4 2024.