Innovator US Equity Ultra Buffer ETF March
UMAR
24 hedge funds and large institutions have $36.5M invested in Innovator US Equity Ultra Buffer ETF March in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 4 closing their positions.
347% more capital invested
Capital invested by funds: $8.16M → $36.5M (+$28.3M)
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
20% more funds holding
Funds holding: 20 → 24 (+4)
11.94% more ownership
Funds ownership: 28.79% → 40.74% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$5.82M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$950K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$308K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$293K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$284K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$474K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$242K |
| 3 |
WKSWA
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
-$180K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$70.9K |
| 5 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$61K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MCC
26
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$61K | -2,059 | Closed |
|
27
UBS Group
Zurich,
Switzerland
| – | -$46K | -1,538 | Closed |
|
|
AF
28
Advisornet Financial
Minnetonka,
Minnesota
| – | -$16K | -530 | Closed |
|
UMAR Hedge Fund Activity: Q1 2022 in Review
24 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2022, worth a combined $36.5M — up 347% from $8.16M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UMAR positions and 4 closed out — a net gain of 4 holders — while 7 added to existing stakes and 4 trimmed.
The largest buyer was Brookstone Capital Management, opening a new position worth an estimated $5.82M. The largest seller was Old Mission Capital, cutting an estimated $474K.
- 24 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2022, up from 20 in Q4 2021.
- Funds reported $36.5M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2022, up 347% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2022 and 4 closed out, a net change of +4 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2022 was Brookstone Capital Management, an estimated $5.82M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2022 was Old Mission Capital, an estimated $474K sold.
Based on aggregated 13F filings for Q1 2022.