Innovator US Equity Ultra Buffer ETF March
UMAR
54 hedge funds and large institutions have $109M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.
578% more capital invested
Capital invested by funds: $16.1M → $109M (+$92.9M)
271% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 7
133% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 6
54% more funds holding
Funds holding: 35 → 54 (+19)
41.59% more ownership
Funds ownership: 38.23% → 79.83% (+42%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
+$36.1M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$17.5M |
| 3 |
MOS
MGO One Seven
Beachwood,
Ohio
|
+$14.4M |
| 4 |
CVA
Central Valley Advisors
Sacramento,
California
|
+$8.02M |
| 5 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
+$2.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$581K |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$289K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$279K |
| 4 |
BFG
Berger Financial Group
Plymouth,
Minnesota
|
-$275K |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$263K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CIAS
51
Capital Investment Advisory Services
Raleigh,
North Carolina
| $25.3K | +$24.8K | +775 | New |
|
|
LFG
52
Larson Financial Group
St Louis,
Missouri
| $7.84K | – | – | – |
|
|
CFS
53
CGC Financial Services
Lake Oswego,
Oregon
| $719 | -$1.73K | -54 | -71% |
|
|
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $229 | – | – | – |
|
|
OMC
55
Old Mission Capital
Chicago,
Illinois
| – | -$581K | -18,393 | Closed |
|
|
VWA
56
Visionary Wealth Advisors
O'fallon,
Illinois
| – | -$289K | -9,159 | Closed |
|
|
57
HighTower Advisors
Chicago,
Illinois
| – | -$279K | -8,852 | Closed |
|
|
FIA
58
Foundations Investment Advisors
Phoenix,
Arizona
| – | -$263K | -8,264 | Closed |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$261K | -8,250 | Closed |
|
60
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$171K | -5,400 | Closed |
|
UMAR Hedge Fund Activity: Q1 2024 in Review
54 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2024, worth a combined $109M — up 578% from $16.1M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new UMAR positions and 7 closed out — a net gain of 19 holders — while 14 added to existing stakes and 6 trimmed.
The largest buyer was Advance Capital Management, opening a new position worth an estimated $36.1M. The largest seller was Old Mission Capital, exiting entirely with an estimated $581K sold.
- 54 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2024, up from 35 in Q4 2023.
- Funds reported $109M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2024, up 578% quarter-over-quarter.
- 26 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2024 and 7 closed out, a net change of +19 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2024 was Advance Capital Management, an estimated $36.1M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2024 was Old Mission Capital, an estimated $581K sold.
Based on aggregated 13F filings for Q1 2024.