Innovator US Equity Ultra Buffer ETF March
UMAR
36 hedge funds and large institutions have $23.9M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 1 increasing their positions, 16 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
9% more funds holding
Funds holding: 33 → 36 (+3)
22.71% less ownership
Funds ownership: 62.74% → 40.02% (-23%)
51% less capital invested
Capital invested by funds: $49M → $23.9M (-$25.1M)
94% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$449K |
| 2 |
TC
TownSquare Capital
Provo,
Utah
|
+$365K |
| 3 |
VAG
VisionPoint Advisory Group
Dallas,
Texas
|
+$59.8K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$39K |
| 5 |
DFA
DHJJ Financial Advisors
Naperville,
Illinois
|
+$38K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$12.8M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$7.76M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.44M |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
-$1.34M |
| 5 |
CFS
CGC Financial Services
Lake Oswego,
Oregon
|
-$839K |
UMAR Hedge Fund Activity: Q3 2023 in Review
36 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2023, worth a combined $23.9M — down 51% from $49M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new UMAR positions and 4 closed out — a net gain of 3 holders — while 1 added to existing stakes and 16 trimmed.
The largest buyer was Foundations Investment Advisors, opening a new position worth an estimated $449K. The largest seller was Brookstone Capital Management, cutting an estimated $12.8M.
- 36 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2023, up from 33 in Q2 2023.
- Funds reported $23.9M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2023, down 51% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2023 and 4 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2023 was Foundations Investment Advisors, an estimated $449K added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2023 was Brookstone Capital Management, an estimated $12.8M sold.
Based on aggregated 13F filings for Q3 2023.