Innovator US Equity Ultra Buffer ETF March
UMAR
58 hedge funds and large institutions have $51.6M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 27 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
4% more funds holding
Funds holding: 56 → 58 (+2)
4.46% less ownership
Funds ownership: 68.74% → 64.28% (-4.5%)
27% less capital invested
Capital invested by funds: $70.7M → $51.6M (-$19.1M)
78% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
+$1.54M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$600K |
| 3 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$432K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$371K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$56.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$15.8M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
-$2.14M |
| 3 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.82M |
| 4 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$1.78M |
| 5 |
TF
Trek Financial
Scottsdale,
Arizona
|
-$946K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
JP Morgan Chase
New York
| $37.3K | +$37K | +1,044 | New |
|
52
Wells Fargo
San Francisco,
California
| $35.7K | – | – | – |
|
|
CA
53
Continuum Advisory
Eagle,
Idaho
| $35.2K | – | – | – |
|
54
Barclays
London,
United Kingdom
| $30.3K | +$19.9K | +562 | +195% |
|
|
CIAS
55
Capital Investment Advisory Services
Raleigh,
North Carolina
| $17.2K | – | – | – |
|
|
LFG
56
Larson Financial Group
St Louis,
Missouri
| $7.46K | -$1.1K | -31 | -13% |
|
|
CFS
57
CGC Financial Services
Lake Oswego,
Oregon
| $785 | – | – | – |
|
|
OLVIG
58
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| $250 | – | – | – |
|
|
EMAM
59
Encompass More Asset Management
Danville,
California
| – | -$2.14M | -61,481 | Closed |
|
|
DLHL
60
Donald L. Hagan LLC
Sarasota,
Florida
| – | -$1.78M | -51,140 | Closed |
|
61
MML Investors Services
Springfield,
Massachusetts
| – | -$202K | -5,778 | Closed |
|
62
UBS Group
Zurich,
Switzerland
| – | -$68.8K | -1,972 | Closed |
|
UMAR Hedge Fund Activity: Q4 2024 in Review
58 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2024, worth a combined $51.6M — down 27% from $70.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new UMAR positions and 4 closed out — a net gain of 2 holders — while 6 added to existing stakes and 27 trimmed.
The largest buyer was Impact Partnership Wealth, opening a new position worth an estimated $1.54M. The largest seller was Advance Capital Management, cutting an estimated $15.8M.
- 58 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2024, up from 56 in Q3 2024.
- Funds reported $51.6M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2024, down 27% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2024 and 4 closed out, a net change of +2 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2024 was Impact Partnership Wealth, an estimated $1.54M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2024 was Advance Capital Management, an estimated $15.8M sold.
Based on aggregated 13F filings for Q4 2024.