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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

73 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+5
Holders Change %
+7.35%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
22
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$58.5M
2
TPW
2
Talon Private Wealth
Florida
$34.2M
3
WIM
3
WealthPlan Investment Management
Nebraska
$8.81M
4
LF
4
Lantz Financial
Illinois
$7.37M
5
T
5
Tableaux
Massachusetts
$3.15M

Top Sellers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$0
2
ACM
2
Advance Capital Management
Michigan
$399K
3
SWM
3
Spire Wealth Management
Virginia
$2.45M
4
IWM
4
IHT Wealth Management
Illinois
$3.13M
5
AWS
5
Atria Wealth Solutions
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$880K 23,403 +152 +0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$808K 21,490 +1,050 +5%
WTFG
28
Wood Tarver Financial Group
Idaho
$718K 19,097 +1,353 +8%
IWM
29
IMG Wealth Management
Florida
$697K 18,521 +347 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$678K 18,018 -7,667 -30%
SAG
31
SageView Advisory Group
California
$646K 16,935 – –
AFP
32
Ausdal Financial Partners
Iowa
$627K 16,683 – –
MWM
33
Meridian Wealth Management
Kentucky
$625K 16,629 +8,786 +112%
MML Investors Services
34
MML Investors Services
Massachusetts
$623K 16,569 +9,355 +130%
WS
35
Wedbush Securities
California
$622K 16,525 +2,525 +18%
GF
36
Gries Financial
Ohio
$621K 16,500 +16,500 New
TF
37
Trek Financial
Arizona
$614K 16,313 -954 -6%
LPL Financial
38
LPL Financial
California
$584K 15,519 +5,096 +49%
MHS
39
M Holdings Securities
Oregon
$537K 14,277 – –
SWP
40
Sagespring Wealth Partners
Tennessee
$534K 14,209 +517 +4%
CFS
41
CRA Financial Services
New Jersey
$489K 13,010 +13,010 New
CPIG
42
Chicago Partners Investment Group
Illinois
$443K 11,649 – –
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$435K 11,578 -1,620 -12%
BWM
44
BCS Wealth Management
Tennessee
$403K 10,718 – –
ACM
45
Advance Capital Management
Michigan
$399K 10,602 -28,729 -73%
SB
46
Strategic Blueprint
Georgia
$388K 10,326 – –
AWA
47
Arkadios Wealth Advisors
Georgia
$387K 10,279 +10,279 New
BSCCG
48
Blue Sky Capital Consultants Group
California
$366K 9,724 – –
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$362K 9,628 – –
GSIAS
50
Garden State Investment Advisory Services
New Jersey
$342K 9,100 +9,100 New
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