Innovator US Equity Ultra Buffer ETF March
UMAR
42 hedge funds and large institutions have $52.2M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
27% more funds holding
Funds holding: 33 → 42 (+9)
12% more capital invested
Capital invested by funds: $46.7M → $52.2M (+$5.52M)
6.51% less ownership
Funds ownership: 63% → 56.49% (-6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
+$9.27M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$2.52M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.83M |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.51M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$9.82M |
| 2 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$3.59M |
| 3 |
WKSWA
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
|
-$465K |
| 4 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
-$461K |
| 5 |
Lido Advisors
Los Angeles,
California
|
-$265K |
UMAR Hedge Fund Activity: Q1 2023 in Review
42 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2023, worth a combined $52.2M — up 12% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new UMAR positions and 7 closed out — a net gain of 11 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Glovista Investments, opening a new position worth an estimated $9.27M. The largest seller was Brookstone Capital Management, cutting an estimated $9.82M.
- 42 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $52.2M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2023, up 12% quarter-over-quarter.
- 18 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2023 and 7 closed out, a net change of +11 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2023 was Glovista Investments, an estimated $9.27M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2023 was Brookstone Capital Management, an estimated $9.82M sold.
Based on aggregated 13F filings for Q1 2023.