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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

74 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$57.5M
2
TPW
Talon Private Wealth
Florida
+$34.2M
3
WIM
WealthPlan Investment Management
Nebraska
+$8.81M
4
LF
Lantz Financial
Illinois
+$7.09M
5
T
Tableaux
Massachusetts
+$3.15M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$2.6M
2
ACM
Advance Capital Management
Michigan
-$1.08M
3
SWM
Spire Wealth Management
Virginia
-$967K
4
IWM
IHT Wealth Management
Illinois
-$732K
5
AWS
Atria Wealth Solutions
New York
-$700K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arete Wealth Advisors
Illinois
$880K +$5.72K +152 +0.7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$808K +$39.5K +1,050 +5%
WTFG
28
Wood Tarver Financial Group
Idaho
$718K +$50.9K +1,353 +8%
IWM
29
IMG Wealth Management
Florida
$697K +$13.1K +347 +2%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$678K -$288K -7,667 -30%
SAG
31
SageView Advisory Group
California
$646K – – –
AFP
32
Ausdal Financial Partners
Iowa
$627K – – –
MWM
33
Meridian Wealth Management
Kentucky
$625K +$330K +8,786 +112%
MML Investors Services
34
MML Investors Services
Massachusetts
$623K +$352K +9,355 +130%
WS
35
Wedbush Securities
California
$622K +$95K +2,525 +18%
GF
36
Gries Financial
Ohio
$621K +$621K +16,500 New
TF
37
Trek Financial
Arizona
$614K -$35.9K -954 -6%
LPL Financial
38
LPL Financial
California
$584K +$192K +5,096 +49%
MHS
39
M Holdings Securities
Oregon
$537K – – –
SWP
40
Sagespring Wealth Partners
Tennessee
$534K +$19.4K +517 +4%
CFS
41
CRA Financial Services
New Jersey
$489K +$489K +13,010 New
CPIG
42
Chicago Partners Investment Group
Illinois
$443K – – –
Focus Partners Wealth
43
Focus Partners Wealth
Massachusetts
$435K -$60.9K -1,620 -12%
BWM
44
BCS Wealth Management
Tennessee
$403K – – –
ACM
45
Advance Capital Management
Michigan
$399K -$1.08M -28,729 -73%
SB
46
Strategic Blueprint
Georgia
$388K – – –
AWA
47
Arkadios Wealth Advisors
Georgia
$387K +$387K +10,279 New
BSCCG
48
Blue Sky Capital Consultants Group
California
$366K – – –
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$362K – – –
GSIAS
50
Garden State Investment Advisory Services
New Jersey
$342K +$342K +9,100 New
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