Innovator US Equity Ultra Buffer ETF March
UMAR
11 hedge funds and large institutions have $18.8M invested in Innovator US Equity Ultra Buffer ETF March in 2020 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more funds holding
Funds holding: 8 → 11 (+3)
19% more capital invested
Capital invested by funds: $15.8M → $18.8M (+$2.96M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.08% less ownership
Funds ownership: 53.8% → 49.71% (-4.1%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
+$4.58M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$2.79M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.07M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$440K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$427K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$5.89M |
| 2 |
CA
Corrado Advisors
Ramsey,
New Jersey
|
-$1.43M |
| 3 |
Jane Street
New York
|
-$241K |
| 4 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$217K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$141K |
UMAR Hedge Fund Activity: Q2 2020 in Review
11 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2020, worth a combined $18.8M — up 19% from $15.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new UMAR positions and 5 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Hudson Capital Management, opening a new position worth an estimated $4.58M. The largest seller was Commonwealth Equity Services, cutting an estimated $5.89M.
- 11 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2020, up from 8 in Q1 2020.
- Funds reported $18.8M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2020, up 19% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2020 and 5 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2020 was Hudson Capital Management, an estimated $4.58M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2020 was Commonwealth Equity Services, an estimated $5.89M sold.
Based on aggregated 13F filings for Q2 2020.