Innovator US Equity Ultra Buffer ETF March
UMAR
64 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
91% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 11
19% more funds holding
Funds holding: 54 → 64 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $109M → $102M (-$6.96M)
10.48% less ownership
Funds ownership: 79.83% → 69.34% (-10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
+$3.16M |
| 2 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$1.6M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$1.51M |
| 4 |
Jane Street
New York
|
+$912K |
| 5 |
MW
MBL Wealth
Charlotte,
North Carolina
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$18.9M |
| 2 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$4.26M |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$768K |
| 4 |
TC
TownSquare Capital
Provo,
Utah
|
-$238K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$217K |
UMAR Hedge Fund Activity: Q2 2024 in Review
64 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2024, worth a combined $102M — down 6.4% from $109M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new UMAR positions and 4 closed out — a net gain of 11 holders — while 21 added to existing stakes and 11 trimmed.
The largest buyer was Clearstead Advisors, opening a new position worth an estimated $3.16M. The largest seller was Advance Capital Management, cutting an estimated $18.9M.
- 64 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2024, up from 54 in Q1 2024.
- Funds reported $102M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2024, down 6.4% quarter-over-quarter.
- 15 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2024 and 4 closed out, a net change of +11 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2024 was Clearstead Advisors, an estimated $3.16M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2024 was Advance Capital Management, an estimated $18.9M sold.
Based on aggregated 13F filings for Q2 2024.