Innovator US Equity Ultra Buffer ETF March
UMAR
26 hedge funds and large institutions have $35.3M invested in Innovator US Equity Ultra Buffer ETF March in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 3 closing their positions.
48% more capital invested
Capital invested by funds: $23.9M → $35.3M (+$11.4M)
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
9.58% more ownership
Funds ownership: 50.26% → 59.84% (+9.6%)
4% more funds holding
Funds holding: 25 → 26 (+1)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$7.08M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.77M |
| 3 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$2.32M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
+$1.04M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$959K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$4.62M |
| 2 |
Wolverine Trading
Chicago,
Illinois
|
-$336K |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$291K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$185K |
| 5 |
WKSWA
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
-$166K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
26
Wolverine Trading
Chicago,
Illinois
| – | -$336K | -11,903 | Closed |
|
|
SWM
27
Spire Wealth Management
Mclean,
Virginia
| – | -$291K | -10,350 | Closed |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$91K | -3,251 | Closed |
|
UMAR Hedge Fund Activity: Q3 2022 in Review
26 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2022, worth a combined $35.3M — up 48% from $23.9M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UMAR positions and 3 closed out — a net gain of 1 holder — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Old Mission Capital, adding an estimated $7.08M. The largest seller was Brookstone Capital Management, cutting an estimated $4.62M.
- 26 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2022, up from 25 in Q2 2022.
- Funds reported $35.3M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2022, up 48% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2022 and 3 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2022 was Old Mission Capital, an estimated $7.08M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2022 was Brookstone Capital Management, an estimated $4.62M sold.
Based on aggregated 13F filings for Q3 2022.