We are live on ! Find out more
UMAR icon

Innovator US Equity Ultra Buffer ETF March
UMAR

72 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more capital invested

Capital invested by funds: $67.2M → $182M (+$115M)

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

29.52% more ownership

Funds ownership: 63.45% → 92.98% (+30%)

6% more funds holding

Funds holding: 68 → 72 (+4)

Holders
72
Holders Change
+4
Holders Change %
+5.88%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
12
Increased
22
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$55.2M
2
TPW
Talon Private Wealth
Florida
+$32.8M
3
WIM
WealthPlan Investment Management
Nebraska
+$8.45M
4
LF
Lantz Financial
Illinois
+$6.8M
5
WP
WealthPLAN Partners
Nebraska
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$2.6M
2
ACM
Advance Capital Management
Michigan
-$1.04M
3
SWM
Spire Wealth Management
Virginia
-$928K
4
IWM
IHT Wealth Management
Illinois
-$703K
5
AWS
Atria Wealth Solutions
New York
-$700K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$808K +$37.9K +1,050 +5%
WTFG
27
Wood Tarver Financial Group
Idaho
$718K +$48.8K +1,353 +8%
IWM
28
IMG Wealth Management
Florida
$697K +$12.5K +347 +2%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$678K -$277K -7,667 -30%
SAG
30
SageView Advisory Group
California
$646K – – –
AFP
31
Ausdal Financial Partners
Iowa
$627K – – –
MWM
32
Meridian Wealth Management
Kentucky
$625K +$317K +8,786 +112%
MML Investors Services
33
MML Investors Services
Massachusetts
$623K +$338K +9,355 +130%
WS
34
Wedbush Securities
California
$622K +$91.1K +2,525 +18%
GF
35
Gries Financial
Ohio
$621K +$595K +16,500 New
TF
36
Trek Financial
Arizona
$614K -$34.4K -954 -6%
LPL Financial
37
LPL Financial
California
$584K +$184K +5,096 +49%
MHS
38
M Holdings Securities
Oregon
$537K – – –
SWP
39
Sagespring Wealth Partners
Tennessee
$534K +$18.7K +517 +4%
CFS
40
CRA Financial Services
New Jersey
$489K +$469K +13,010 New
CPIG
41
Chicago Partners Investment Group
Illinois
$443K – – –
Focus Partners Wealth
42
Focus Partners Wealth
Massachusetts
$435K -$58.5K -1,620 -12%
BWM
43
BCS Wealth Management
Tennessee
$403K – – –
ACM
44
Advance Capital Management
Michigan
$399K -$1.04M -28,729 -73%
SB
45
Strategic Blueprint
Georgia
$388K – – –
AWA
46
Arkadios Wealth Advisors
Georgia
$387K +$371K +10,279 New
BSCCG
47
Blue Sky Capital Consultants Group
California
$366K – – –
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$362K – – –
GSIAS
49
Garden State Investment Advisory Services
New Jersey
$342K +$328K +9,100 New
HHWM
50
Hiley Hunt Wealth Management
Nebraska
$323K – – –
1
2
3 4

UMAR Hedge Fund Activity: Q2 2025 in Review

72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2025, worth a combined $182M — up 170% from $67.2M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UMAR positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $55.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $2.6M sold.

  • 72 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2025, up from 68 in Q1 2025.
  • Funds reported $182M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2025, up 170% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2025 and 8 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2025 was Brookstone Capital Management, an estimated $55.2M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2025 was HighTower Advisors, an estimated $2.6M sold.

Based on aggregated 13F filings for Q2 2025.