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Innovator US Equity Ultra Buffer ETF March
UMAR

68 hedge funds and large institutions have $67.2M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 10

43% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 14

30% more capital invested

Capital invested by funds: $51.6M → $67.2M (+$15.6M)

17% more funds holding

Funds holding: 58 → 68 (+10)

0.82% less ownership

Funds ownership: 64.28% → 63.45% (-0.82%)

Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
20
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
IWM
IHT Wealth Management
Illinois
+$3.7M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.64M
3
KAS
Kestra Advisory Services
Texas
+$2.29M
4
SWM
Spire Wealth Management
Virginia
+$2.27M
5
KWM
KFG Wealth Management
Indiana
+$2.15M

Top Sellers

Rank Fund Capital Flow
1
CA
Clearstead Advisors
Ohio
-$3.48M
2
BCM
Brookstone Capital Management
Illinois
-$1.94M
3
WFAG
Worth Financial Advisory Group
North Carolina
-$1.06M
4
MOS
MGO One Seven
Ohio
-$850K
5
OMC
Old Mission Capital
Illinois
-$674K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$256K +$260K +7,214 New
SOS
52
Silver Oak Securities
Tennessee
$256K – – –
OAM
53
Occidental Asset Management
California
$221K – – –
GRR
54
Golden Reserve Retirement
Ohio
$210K +$213K +5,900 New
ACA
55
Aptus Capital Advisors
Alabama
$159K +$161K +4,475 New
GWANC
56
Guardian Wealth Advisors (North Carolina)
North Carolina
$159K +$161K +4,475 New
FNWA
57
Financial Network Wealth Advisors
Utah
$121K +$15.4K +426 +14%
HI
58
Harbour Investments
Wisconsin
$90.3K +$32.6K +903 +55%
SFGP
59
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$83.5K +$84.7K +2,348 New
AWM
60
Atticus Wealth Management
Florida
$69K – – –
WP
61
WealthShield Partners
North Carolina
$64K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$52.7K – – –
NP
63
NorthRock Partners
Minnesota
$27.6K +$28K +777 New
DFA
64
DHJJ Financial Advisors
Illinois
$20.3K -$23.4K -650 -53%
CIAS
65
Capital Investment Advisory Services
North Carolina
$17.2K – – –
AAP
66
Arax Advisory Partners
Colorado
$14.6K +$14.8K +411 New
LFG
67
Larson Financial Group
Missouri
$7.43K – – –
CFS
68
CGC Financial Services
Oregon
$782 – – –
CA
69
Clearstead Advisors
Ohio
– -$3.48M -97,483 Closed
WFAG
70
Worth Financial Advisory Group
North Carolina
– -$1.06M -29,565 Closed
OMC
71
Old Mission Capital
Illinois
– -$674K -18,892 Closed
RA
72
RFG Advisory
Alabama
– -$233K -6,538 Closed
CA
73
CoreCap Advisors
Michigan
– -$93.4K -2,616 Closed
CP
74
Castleview Partners
Texas
– -$38K -1,066 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
– -$37.3K -1,044 Closed
1 2
3
4

UMAR Hedge Fund Activity: Q1 2025 in Review

68 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2025, worth a combined $67.2M — up 30% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UMAR positions and 10 closed out — a net gain of 11 holders — while 20 added to existing stakes and 14 trimmed.

The largest buyer was IHT Wealth Management, opening a new position worth an estimated $3.7M. The largest seller was Clearstead Advisors, exiting entirely with an estimated $3.48M sold.

  • 68 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2025, up from 58 in Q4 2024.
  • Funds reported $67.2M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2025, up 30% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2025 and 10 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2025 was IHT Wealth Management, an estimated $3.7M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2025 was Clearstead Advisors, an estimated $3.48M sold.

Based on aggregated 13F filings for Q1 2025.