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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

74 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
+$57.5M
2
TPW
Talon Private Wealth
Florida
+$34.2M
3
WIM
WealthPlan Investment Management
Nebraska
+$8.81M
4
LF
Lantz Financial
Illinois
+$7.09M
5
T
Tableaux
Massachusetts
+$3.15M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
-$2.6M
2
ACM
Advance Capital Management
Michigan
-$1.08M
3
SWM
Spire Wealth Management
Virginia
-$967K
4
IWM
IHT Wealth Management
Illinois
-$732K
5
AWS
Atria Wealth Solutions
New York
-$700K
Name Holding Trade Value Shares
Change 		Shares
Change %
HHWM
51
Hiley Hunt Wealth Management
Nebraska
$323K – – –
ASN
52
Advisory Services Network
Georgia
$308K – – –
AWM
53
AE Wealth Management
Kansas
$299K -$3.12K -83 -1%
TAP
54
Tounjian Advisory Partners
Florida
$274K – – –
MAM
55
Milestone Asset Management
Pennsylvania
$271K -$903 -24 -0.3%
SOS
56
Silver Oak Securities
Tennessee
$271K – – –
OAM
57
Occidental Asset Management
California
$234K – – –
GRR
58
Golden Reserve Retirement
Ohio
$222K – – –
FIA
59
Foundations Investment Advisors
Arizona
$208K +$208K +5,533 New
LSIA
60
LaSalle St. Investment Advisors
Illinois
$208K +$208K +5,550 New
GWANC
61
Guardian Wealth Advisors (North Carolina)
North Carolina
$168K – – –
ACA
62
Aptus Capital Advisors
Alabama
$168K – – –
FNWA
63
Financial Network Wealth Advisors
Utah
$128K – – –
HI
64
Harbour Investments
Wisconsin
$95.5K – – –
FFA
65
Farther Finance Advisors
California
$81.5K +$81.5K +2,166 New
AWM
66
Atticus Wealth Management
Florida
$73K – – –
WP
67
WealthShield Partners
North Carolina
$67.7K – – –
SPIA
68
Steward Partners Investment Advisory
New York
$55.7K – – –
NP
69
NorthRock Partners
Minnesota
$40.3K +$11.1K +294 +38%
DFA
70
DHJJ Financial Advisors
Illinois
$21.4K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$18.2K – – –
AAP
72
Arax Advisory Partners
Colorado
$15.5K – – –
Barclays
73
Barclays
United Kingdom
$13K +$13K +353 New
LFG
74
Larson Financial Group
Missouri
$6.58K -$1.28K -34 -16%
HighTower Advisors
75
HighTower Advisors
Illinois
– -$2.6M -73,185 Closed
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