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Innovator US Equity Ultra Buffer ETF March
UMAR

35 hedge funds and large institutions have $16.1M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

1.79% less ownership

Funds ownership: 40.02% → 38.23% (-1.8%)

3% less funds holding

Funds holding: 36 → 35 (-1)

33% less capital invested

Capital invested by funds: $23.9M → $16.1M (-$7.82M)

73% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 15

Holders
35
Holders Change
-1
Holders Change %
-2.78%
% of All Funds
0.51%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
4
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$440K
2
AWA
Arete Wealth Advisors
Illinois
+$417K
3
Citadel Advisors
Citadel Advisors
Florida
+$392K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$213K
5
SOS
Silver Oak Securities
Tennessee
+$195K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$5.42M
2
NA
NewEdge Advisors
Louisiana
-$2.58M
3
Osaic Holdings
Osaic Holdings
Arizona
-$635K
4
SB
Strategic Blueprint
Georgia
-$357K
5
KWM
KFG Wealth Management
Indiana
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
CP
26
Castleview Partners
Texas
$62.7K +$60.7K +1,983 New
AWM
27
Atticus Wealth Management
Florida
$61.3K – – –
WP
28
WealthShield Partners
North Carolina
$56.9K – – –
DFA
29
DHJJ Financial Advisors
Illinois
$38.6K -$1.22K -40 -3%
UBS Group
30
UBS Group
Switzerland
$25.8K +$9.48K +310 +61%
HI
31
Harbour Investments
Wisconsin
$22.9K – – –
LFG
32
Larson Financial Group
Missouri
$7.58K – – –
CFS
33
CGC Financial Services
Oregon
$2.4K -$1.22K -40 -34%
OLVIG
34
Oliver Lagore Vanvalin Investment Group
Michigan
$221 – – –
NA
35
NewEdge Advisors
Louisiana
– -$2.58M -86,454 Closed
SB
36
Strategic Blueprint
Georgia
– -$357K -11,984 Closed
BFC
37
Bedel Financial Consulting
Indiana
– -$291K -9,749 Closed
VAG
38
VisionPoint Advisory Group
Texas
– -$59.1K -1,983 Closed
AWA
39
Authentikos Wealth Advisory
California
– -$239 -8 Closed
1
2

UMAR Hedge Fund Activity: Q4 2023 in Review

35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2023, worth a combined $16.1M — down 33% from $23.9M a quarter earlier.

Fund positioning in UMAR was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $440K. The largest seller was HighTower Advisors, cutting an estimated $5.42M.

  • 35 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2023, down from 36 in Q3 2023.
  • Funds reported $16.1M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2023, down 33% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2023 and 5 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2023 was Susquehanna International Group, an estimated $440K added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2023 was HighTower Advisors, an estimated $5.42M sold.

Based on aggregated 13F filings for Q4 2023.