Innovator US Equity Ultra Buffer ETF March
UMAR
33 hedge funds and large institutions have $46.7M invested in Innovator US Equity Ultra Buffer ETF March in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 6 increasing their positions, 10 reducing their positions, and 4 closing their positions.
200% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 4
32% more capital invested
Capital invested by funds: $35.3M → $46.7M (+$11.3M)
27% more funds holding
Funds holding: 26 → 33 (+7)
3.16% more ownership
Funds ownership: 59.84% → 63% (+3.2%)
40% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$12.5M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
+$2.79M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.7M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$458K |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$7.26M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$815K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$518K |
| 4 |
W
Wealthquest
Cincinnati,
Ohio
|
-$468K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
-$370K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AAP
26
Arax Advisory Partners
Denver,
Colorado
| $28.2K | – | – | – |
|
|
AWM
27
Accurate Wealth Management
Wesley Chapel,
Florida
| $13.3K | +$13.4K | +473 | New |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $13K | – | – | – |
|
|
HI
29
Harbour Investments
Madison,
Wisconsin
| $10K | +$10K | +355 | +35,500% |
|
|
LFG
30
Larson Financial Group
St Louis,
Missouri
| $4.65K | +$4.66K | +165 | New |
|
|
BAM
31
Belpointe Asset Management
Reno,
Nevada
| $1.41K | +$1.41K | +50 | New |
|
|
RWPA
32
Richard W. Paul & Associates
Novi,
Michigan
| $141 | +$141 | +5 | New |
|
|
OMC
33
Old Mission Capital
Chicago,
Illinois
| – | -$7.26M | -262,175 | Closed |
|
|
AWA
34
Arete Wealth Advisors
Chicago,
Illinois
| – | -$518K | -18,711 | Closed |
|
|
W
35
Wealthquest
Cincinnati,
Ohio
| – | -$468K | -16,789 | Closed |
|
|
FA
36
Fermata Advisors
Sonoma,
California
| – | -$370K | -13,377 | Closed |
|
37
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$254 | +9 | New |
|
UMAR Hedge Fund Activity: Q4 2022 in Review
33 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2022, worth a combined $46.7M — up 32% from $35.3M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UMAR positions and 4 closed out — a net gain of 8 holders — while 6 added to existing stakes and 10 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $12.5M. The largest seller was Old Mission Capital, exiting entirely with an estimated $7.26M sold.
- 33 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2022, up from 26 in Q3 2022.
- Funds reported $46.7M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2022, up 32% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2022 and 4 closed out, a net change of +8 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2022 was HighTower Advisors, an estimated $12.5M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2022 was Old Mission Capital, an estimated $7.26M sold.
Based on aggregated 13F filings for Q4 2022.