Innovator US Equity Ultra Buffer ETF March
UMAR
25 hedge funds and large institutions have $23.9M invested in Innovator US Equity Ultra Buffer ETF March in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
9.53% more ownership
Funds ownership: 40.74% → 50.26% (+9.5%)
4% more funds holding
Funds holding: 24 → 25 (+1)
17% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 6
35% less capital invested
Capital invested by funds: $36.5M → $23.9M (-$12.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.98M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$751K |
| 3 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$492K |
| 4 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$466K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$316K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$963K |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$297K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$288K |
| 4 |
RGF
Retirement Guys Formula
Maumee,
Ohio
|
-$214K |
| 5 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RJA
26
Raymond James & Associates
St Petersburg,
Florida
| – | -$297K | -9,844 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$288K | -9,518 | Closed |
|
|
RGF
28
Retirement Guys Formula
Maumee,
Ohio
| – | -$214K | -7,099 | Closed |
|
|
MWP
29
Madison Wealth Partners
Madison,
Wisconsin
| – | -$211K | -7,001 | Closed |
|
|
SMG
30
Spectrum Management Group
Indianapolis,
Indiana
| – | -$43K | -1,415 | Closed |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| – | +$29 | +1 | New |
|
UMAR Hedge Fund Activity: Q2 2022 in Review
25 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2022, worth a combined $23.9M — down 35% from $36.5M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UMAR positions and 6 closed out — a net gain of 1 holder — while 5 added to existing stakes and 6 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $8.98M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $963K sold.
- 25 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2022, up from 24 in Q1 2022.
- Funds reported $23.9M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2022, down 35% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2022 and 6 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2022 was Brookstone Capital Management, an estimated $8.98M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2022 was Raymond James Financial Services Advisors, an estimated $963K sold.
Based on aggregated 13F filings for Q2 2022.