We are live on ! Find out more
UMAR icon

Innovator US Equity Ultra Buffer ETF March
UMAR

68 hedge funds and large institutions have $67.2M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

30% more capital invested

Capital invested by funds: $51.6M → $67.2M (+$15.6M)

17% more funds holding

Funds holding: 58 → 68 (+10)

0.82% less ownership

Funds ownership: 64.28% → 63.45% (-0.82%)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
20
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$3.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.64M
3
KAS
Kestra Advisory Services
Texas
+$2.29M
4
SWM
Spire Wealth Management
Virginia
+$2.27M
5
KWM
KFG Wealth Management
Indiana
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
-$3.48M
2
BCM
Brookstone Capital Management
Illinois
-$1.94M
3
WFAG
Worth Financial Advisory Group
North Carolina
-$1.06M
4
MOS
MGO One Seven
Ohio
-$850K
5
OMC
Old Mission Capital
Illinois
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IMG Wealth Management
Florida
$646K +$135K +3,744 +26%
Citadel Advisors
27
Citadel Advisors
Florida
$634K +$643K +17,832 New
WTFG
28
Wood Tarver Financial Group
Idaho
$631K – – –
TF
29
Trek Financial
Arizona
$614K -$188K -5,202 -23%
SAG
30
SageView Advisory Group
California
$602K – – –
AFP
31
Ausdal Financial Partners
Iowa
$593K -$2.56K -71 -0.4%
MHS
32
M Holdings Securities
Oregon
$508K +$515K +14,277 New
WS
33
Wedbush Securities
California
$498K +$505K +14,000 New
SWP
34
Sagespring Wealth Partners
Tennessee
$487K +$494K +13,692 New
Focus Partners Wealth
35
Focus Partners Wealth
Massachusetts
$469K +$476K +13,198 New
Jane Street
36
Jane Street
New York
$462K -$245K -6,796 -34%
CPIG
37
Chicago Partners Investment Group
Illinois
$417K – – –
BWM
38
BCS Wealth Management
Tennessee
$381K – – –
LPL Financial
39
LPL Financial
California
$371K +$75.3K +2,089 +25%
SB
40
Strategic Blueprint
Georgia
$367K +$372K +10,326 New
BSCCG
41
Blue Sky Capital Consultants Group
California
$346K -$247K -6,850 -41%
RPGK
42
Retirement Planning Group (Kansas)
Kansas
$342K – – –
HHWM
43
Hiley Hunt Wealth Management
Nebraska
$306K +$310K +8,604 New
NA
44
Novus Advisors
South Carolina
$291K +$295K +8,185 New
ASN
45
Advisory Services Network
Georgia
$288K +$66.2K +1,834 +29%
AWM
46
AE Wealth Management
Kansas
$286K +$41.8K +1,159 +17%
MWM
47
Meridian Wealth Management
Kentucky
$279K +$283K +7,843 New
TAP
48
Tounjian Advisory Partners
Florida
$274K +$278K +7,706 New
LF
49
Lantz Financial
Illinois
$268K +$272K +7,546 New
MAM
50
Milestone Asset Management
Pennsylvania
$257K -$13.1K -363 -5%
1
2
3 4

UMAR Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2025, worth a combined $67.2M — up 30% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMAR positions and 10 closed out — a net gain of 11 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $3.7M. The largest seller was Clearstead Advisors, exiting entirely with an estimated $3.48M sold.

  • 68 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $67.2M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2025, up 30% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2025 and 10 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2025 was IHT Wealth Management, an estimated $3.7M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2025 was Clearstead Advisors, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2025.