UMAR icon

Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

54 hedge funds and large institutions have $109M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
14
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
$36.8M
2
BCM
Brookstone Capital Management
Illinois
$18.2M
3
MOS
MGO One Seven
Ohio
$14.6M
4
CVA
Central Valley Advisors
California
$8.18M
5
WFAG
Worth Financial Advisory Group
North Carolina
$2.66M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
VWA
Visionary Wealth Advisors
Illinois
$0
3
BFG
Berger Financial Group
Minnesota
$1.43M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
FIA
Foundations Investment Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$415K +$415K +12,715 New
CPIG
27
Chicago Partners Investment Group
Illinois
$374K +$91.6K +2,856 +32%
RA
28
RFG Advisory
Alabama
$364K +$364K +11,153 New
BWM
29
BCS Wealth Management
Tennessee
$350K – – –
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$336K +$336K +10,275 New
CA
31
Cetera Advisors
Colorado
$311K +$311K +9,531 New
MAM
32
Milestone Asset Management
Pennsylvania
$270K – – –
AWM
33
AE Wealth Management
Kansas
$250K +$250K +7,646 New
TC
34
TownSquare Capital
Utah
$238K -$227K -6,947 -49%
LPL Financial
35
LPL Financial
California
$217K +$217K +6,643 New
ASN
36
Advisory Services Network
Georgia
$204K +$204K +6,255 New
OAM
37
Occidental Asset Management
California
$203K +$203K +6,218 New
SOS
38
Silver Oak Securities
Tennessee
$184K -$23.7K -726 -11%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$128K +$128K +3,924 New
CA
40
CoreCap Advisors
Michigan
$127K +$127K +3,899 New
SPIA
41
Steward Partners Investment Advisory
New York
$90.1K +$90.1K +2,760 New
CP
42
Castleview Partners
Texas
$64.8K – – –
AWM
43
Atticus Wealth Management
Florida
$63.4K – – –
WP
44
WealthShield Partners
North Carolina
$58.8K – – –
HI
45
Harbour Investments
Wisconsin
$42.4K +$18.7K +572 +79%
UBS Group
46
UBS Group
Switzerland
$41.9K +$15.2K +465 +57%
DFA
47
DHJJ Financial Advisors
Illinois
$39.8K – – –
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$32.7K +$32.7K +1,000 New
CA
49
Continuum Advisory
Idaho
$32.1K +$32.1K +986 New
NP
50
NorthRock Partners
Minnesota
$25.4K +$25.4K +777 New
1
2
3