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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
14
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
$36.8M
2
BCM
Brookstone Capital Management
Illinois
$18.2M
3
MOS
MGO One Seven
Ohio
$14.6M
4
CVA
Central Valley Advisors
California
$8.18M
5
WFAG
Worth Financial Advisory Group
North Carolina
$2.66M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
VWA
Visionary Wealth Advisors
Illinois
$0
3
BFG
Berger Financial Group
Minnesota
$1.43M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
FIA
Foundations Investment Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$25.3K +$25.3K +775 New
LFG
52
Larson Financial Group
Missouri
$7.84K – – –
CFS
53
CGC Financial Services
Oregon
$719 -$1.77K -54 -71%
OLVIG
54
Oliver Lagore Vanvalin Investment Group
Michigan
$229 – – –
OMC
55
Old Mission Capital
Illinois
– -$581K -18,393 Closed
VWA
56
Visionary Wealth Advisors
Illinois
– -$289K -9,159 Closed
HighTower Advisors
57
HighTower Advisors
Illinois
– -$279K -8,852 Closed
FIA
58
Foundations Investment Advisors
Arizona
– -$263K -8,264 Closed
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
– -$261K -8,250 Closed
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
– -$171K -5,400 Closed
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