Innovator US Equity Ultra Buffer ETF March
UMAR
72 hedge funds and large institutions have $182M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 22 increasing their positions, 13 reducing their positions, and 8 closing their positions.
170% more capital invested
Capital invested by funds: $67.2M → $182M (+$115M)
69% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 13
50% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 8
29.52% more ownership
Funds ownership: 63.45% → 92.98% (+30%)
6% more funds holding
Funds holding: 68 → 72 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$55.2M |
| 2 |
TPW
Talon Private Wealth
The Villages,
Florida
|
+$32.8M |
| 3 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$8.45M |
| 4 |
LF
Lantz Financial
Naperville,
Illinois
|
+$6.8M |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$2.6M |
| 2 |
ACM
Advance Capital Management
Southfield,
Michigan
|
-$1.04M |
| 3 |
SWM
Spire Wealth Management
Mclean,
Virginia
|
-$928K |
| 4 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
-$703K |
| 5 |
AWS
Atria Wealth Solutions
New York
|
-$700K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$462K | -12,985 | Closed |
|
|
NA
77
Novus Advisors
Greenville,
South Carolina
| – | -$291K | -8,185 | Closed |
|
|
SFGP
78
Stonebridge Financial Group (Pennsylvania)
Wormleysburg,
Pennsylvania
| – | -$83.5K | -2,348 | Closed |
|
|
NP
79
NorthRock Partners
Minneapolis,
Minnesota
| – | -$27.6K | -777 | Closed |
|
|
CFS
80
CGC Financial Services
Lake Oswego,
Oregon
| – | -$782 | -22 | Closed |
|
UMAR Hedge Fund Activity: Q2 2025 in Review
72 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2025, worth a combined $182M — up 170% from $67.2M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new UMAR positions and 8 closed out — a net gain of 4 holders — while 22 added to existing stakes and 13 trimmed.
The largest buyer was Brookstone Capital Management, adding an estimated $55.2M. The largest seller was HighTower Advisors, exiting entirely with an estimated $2.6M sold.
- 72 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2025, up from 68 in Q1 2025.
- Funds reported $182M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2025, up 170% quarter-over-quarter.
- 12 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2025 and 8 closed out, a net change of +4 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2025 was Brookstone Capital Management, an estimated $55.2M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2025 was HighTower Advisors, an estimated $2.6M sold.
Based on aggregated 13F filings for Q2 2025.