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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$3.7M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.64M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.29M |
| 4 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
+$2.27M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
+$2.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Clearstead Advisors
Cleveland,
Ohio
|
-$3.48M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$1.94M |
| 3 |
WFAG
Worth Financial Advisory Group
Charlotte,
North Carolina
|
-$1.06M |
| 4 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$850K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$674K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Wells Fargo
San Francisco,
California
| – | -$35.7K | -1,000 | Closed |
|
|
CA
77
Continuum Advisory
Eagle,
Idaho
| – | -$35.2K | -986 | Closed |
|
78
Barclays
London,
United Kingdom
| – | -$30.3K | -850 | Closed |
|
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.