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ZMAR

Innovator Equity Defined Protection ETF - 1 Yr March

57 hedge funds and large institutions have $60.2M invested in Innovator Equity Defined Protection ETF - 1 Yr March in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

380% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 5

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

53% more capital invested

Capital invested by funds: $39.4M → $60.2M (+$20.8M)

46% more funds holding

Funds holding: 3957 (+18)

17.73% more ownership

Funds ownership: 39.73%57.46% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
57
Holders Change
+18
Holders Change %
+46.15%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWMK
1
Caliber Wealth Management (Kansas)
Kansas
$21.1M +$20.7M +795,813 New
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$5.58M +$1.41M +54,358 +35%
Raymond James Financial
3
Raymond James Financial
Florida
$4.09M +$24.8K +954 +0.6%
AWM
4
AE Wealth Management
Kansas
$3.34M -$343K -13,191 -9%
AIC
5
Archer Investment Corporation
Indiana
$3.02M +$2.02M +77,729 +215%
MMA
6
Miracle Mile Advisors
California
$2.11M +$2.07M +79,678 New
LWA
7
Lineweaver Wealth Advisors
Ohio
$1.66M +$1.07K +41 +0.1%
KAS
8
Kestra Advisory Services
Texas
$1.41M +$101K +3,883 +8%
BWM
9
Brown Wealth Management
Illinois
$1.38M +$1.35M +52,042 New
HI
10
Harbour Investments
Wisconsin
$1.08M +$13.9K +536 +1%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$937K +$280K +10,778 +44%
CNBT
12
Canandaigua National Bank & Trust
New York
$911K +$27.7K +1,067 +3%
BCM
13
Brookstone Capital Management
Illinois
$910K +$307K +11,822 +53%
OMC
14
Old Mission Capital
Illinois
$844K -$57.2K -2,200 -6%
Osaic Holdings
15
Osaic Holdings
Arizona
$715K -$14.7K -565 -2%
Corient Private Wealth
16
Corient Private Wealth
Florida
$636K
Truist Financial
17
Truist Financial
North Carolina
$627K -$104K -4,000 -14%
CPIG
18
Chicago Partners Investment Group
Illinois
$558K -$156K -6,012 -22%
CVA
19
Central Valley Advisors
California
$553K +$542K +20,841 New
IWM
20
IMG Wealth Management
Florida
$512K +$77.2K +2,972 +18%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$452K -$844K -32,478 -66%
GEA
22
Glen Eagle Advisors
New Jersey
$411K
WAS
23
Wealth Advisory Solutions
Indiana
$409K
BWM
24
Buska Wealth Management
Wisconsin
$409K
BTWM
25
Brass Tax Wealth Management
Ohio
$342K

ZMAR Hedge Fund Activity: Q2 2025 in Review

57 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) for Q2 2025, worth a combined $60.2M — up 53% from $39.4M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ZMAR positions and 5 closed out — a net gain of 19 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Caliber Wealth Management (Kansas), opening a new position worth an estimated $20.7M. The largest seller was Jane Street, exiting entirely with an estimated $5.13M sold.

  • 57 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr March (ZMAR) as of Q2 2025, up from 39 in Q1 2025.
  • Funds reported $60.2M of Innovator Equity Defined Protection ETF - 1 Yr March stock for Q2 2025, up 53% quarter-over-quarter.
  • 24 funds opened new Innovator Equity Defined Protection ETF - 1 Yr March positions in Q2 2025 and 5 closed out, a net change of +19 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March buyer in Q2 2025 was Caliber Wealth Management (Kansas), an estimated $20.7M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr March seller in Q2 2025 was Jane Street, an estimated $5.13M sold.

Based on aggregated 13F filings for Q2 2025.