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Innovator US Equity Ultra Buffer ETF March
UMAR

69 hedge funds and large institutions have $148M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less funds holding

Funds holding: 72 → 69 (-3)

17.91% less ownership

Funds ownership: 92.98% → 75.07% (-18%)

19% less capital invested

Capital invested by funds: $182M → $148M (-$34M)

25% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 8

59% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
69
Holders Change
-3
Holders Change %
-4.17%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
12
Reduced
29
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WIM
WealthPlan Investment Management
Nebraska
+$2.24M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.15M
3
Citadel Advisors
Citadel Advisors
Florida
+$540K
4
PCA
Prosperity Capital Advisors
Ohio
+$454K
5
FIA
Foundations Investment Advisors
Arizona
+$374K

Top Sellers

1
IWM
IHT Wealth Management
Illinois
-$3.13M
2
OMC
Old Mission Capital
Illinois
-$2.24M
3
Raymond James Financial
Raymond James Financial
Florida
-$800K
4
SAG
SageView Advisory Group
California
-$646K
5
IPW
Impact Partnership Wealth
Georgia
-$569K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
26
IMG Wealth Management
Florida
$723K – – –
AFP
27
Ausdal Financial Partners
Iowa
$650K -$958 -25 -0.1%
WS
28
Wedbush Securities
California
$645K – – –
GF
29
Gries Financial
Ohio
$644K – – –
LPL Financial
30
LPL Financial
California
$610K +$4.83K +126 +0.8%
FIA
31
Foundations Investment Advisors
Arizona
$597K +$374K +9,765 +176%
SWP
32
Sagespring Wealth Partners
Tennessee
$554K -$766 -20 -0.1%
Citadel Advisors
33
Citadel Advisors
Florida
$550K +$540K +14,099 New
MWM
34
Meridian Wealth Management
Kentucky
$544K -$103K -2,688 -16%
CFS
35
CRA Financial Services
New Jersey
$504K -$3.83K -100 -0.8%
CPIG
36
Chicago Partners Investment Group
Illinois
$459K – – –
TF
37
Trek Financial
Arizona
$457K -$176K -4,600 -28%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$452K – – –
MML Investors Services
39
MML Investors Services
Massachusetts
$436K -$207K -5,398 -33%
AWA
40
Arkadios Wealth Advisors
Georgia
$435K +$33.1K +864 +8%
BWM
41
BCS Wealth Management
Tennessee
$418K – – –
SB
42
Strategic Blueprint
Georgia
$403K – – –
BSCCG
43
Blue Sky Capital Consultants Group
California
$379K – – –
ACM
44
Advance Capital Management
Michigan
$364K -$48.9K -1,275 -12%
GSIAS
45
Garden State Investment Advisory Services
New Jersey
$355K – – –
RPGK
46
Retirement Planning Group (Kansas)
Kansas
$334K -$41.2K -1,074 -11%
ASN
47
Advisory Services Network
Georgia
$316K – – –
AWM
48
AE Wealth Management
Kansas
$315K +$3.83K +100 +1%
SOS
49
Silver Oak Securities
Tennessee
$281K – – –
MAM
50
Milestone Asset Management
Pennsylvania
$273K -$7.93K -207 -3%
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UMAR Hedge Fund Activity: Q3 2025 in Review

69 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2025, worth a combined $148M — down 19% from $182M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of UMAR and 6 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 12 added.

The largest buyer was WealthPlan Investment Management, adding an estimated $2.24M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $3.13M sold.

  • 69 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2025, down from 72 in Q2 2025.
  • Funds reported $148M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2025, down 19% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2025 and 8 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2025 was WealthPlan Investment Management, an estimated $2.24M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2025 was IHT Wealth Management, an estimated $3.13M sold.

Based on aggregated 13F filings for Q3 2025.