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Innovator US Equity Ultra Buffer ETF March
UMAR

64 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

19% more funds holding

Funds holding: 54 → 64 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

6% less capital invested

Capital invested by funds: $109M → $102M (-$6.96M)

10.48% less ownership

Funds ownership: 79.83% → 69.34% (-10%)

Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
21
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
+$3.16M
2
PCA
Prosperity Capital Advisors
Ohio
+$1.6M
3
BCM
Brookstone Capital Management
Illinois
+$1.51M
4
Jane Street
Jane Street
New York
+$912K
5
MW
MBL Wealth
North Carolina
+$887K

Top Sellers

Rank Fund Capital Flow
1
ACM
Advance Capital Management
Michigan
-$18.9M
2
MOS
MGO One Seven
Ohio
-$4.26M
3
SPC
Sigma Planning Corp
Michigan
-$768K
4
TC
TownSquare Capital
Utah
-$238K
5
Osaic Holdings
Osaic Holdings
Arizona
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$598K +$12.9K +393 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$576K +$560K +17,105 New
SAG
28
SageView Advisory Group
California
$570K +$555K +16,935 New
AFP
29
Ausdal Financial Partners
Iowa
$564K +$17.2K +526 +3%
KAS
30
Kestra Advisory Services
Texas
$551K – – –
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$510K +$79.3K +2,422 +19%
JP Morgan Chase
32
JP Morgan Chase
New York
$466K +$325K +9,909 +253%
CPIG
33
Chicago Partners Investment Group
Illinois
$392K – – –
BWM
34
BCS Wealth Management
Tennessee
$361K – – –
RPGK
35
Retirement Planning Group (Kansas)
Kansas
$346K – – –
RA
36
RFG Advisory
Alabama
$306K -$67.3K -2,054 -18%
HF
37
HRT Financial
New York
$285K +$278K +8,488 New
MW
38
Maia Wealth
Colorado
$285K +$273K +8,345 New
OMC
39
Old Mission Capital
Illinois
$284K +$276K +8,424 New
LPL Financial
40
LPL Financial
California
$281K +$55.4K +1,691 +25%
MAM
41
Milestone Asset Management
Pennsylvania
$261K -$17.2K -525 -6%
AWM
42
AE Wealth Management
Kansas
$257K -$65 -2 -0%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$233K +$226K +6,913 New
ASN
44
Advisory Services Network
Georgia
$211K – – –
OAM
45
Occidental Asset Management
California
$209K – – –
SOS
46
Silver Oak Securities
Tennessee
$199K +$9.4K +287 +5%
FNWA
47
Financial Network Wealth Advisors
Utah
$109K +$106K +3,246 New
UBS Group
48
UBS Group
Switzerland
$92.7K +$48.1K +1,470 +115%
CP
49
Castleview Partners
Texas
$66.8K – – –
AWM
50
Atticus Wealth Management
Florida
$65.3K – – –
1
2
3

UMAR Hedge Fund Activity: Q2 2024 in Review

64 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2024, worth a combined $102M — down 6.4% from $109M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UMAR positions and 4 closed out — a net gain of 11 holders — while 21 added to existing stakes and 11 trimmed.

The largest buyer was Clearstead Advisors, opening a new position worth an estimated $3.16M. The largest seller was Advance Capital Management, cutting an estimated $18.9M.

  • 64 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2024, up from 54 in Q1 2024.
  • Funds reported $102M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2024, down 6.4% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2024 and 4 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2024 was Clearstead Advisors, an estimated $3.16M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2024 was Advance Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q2 2024.