Innovator US Equity Ultra Buffer ETF March
UMAR
11 hedge funds and large institutions have $13.5M invested in Innovator US Equity Ultra Buffer ETF March in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 3 closing their positions.
0% more funds holding
Funds holding: 11 → 11 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
5.5% less ownership
Funds ownership: 49.71% → 44.22% (-5.5%)
28% less capital invested
Capital invested by funds: $18.8M → $13.5M (-$5.3M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$950K |
| 2 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
+$218K |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$111K |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$90.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$21.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hudson Capital Management
Ramsey,
New Jersey
|
-$4.66M |
| 2 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$1.47M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$435K |
| 4 |
HF
HRT Financial
New York
|
-$325K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$78.8K |
UMAR Hedge Fund Activity: Q3 2020 in Review
11 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2020, worth a combined $13.5M — down 28% from $18.8M a quarter earlier.
Fund positioning in UMAR was balanced in Q3 2020: 3 funds opened new positions, 3 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $950K. The largest seller was Hudson Capital Management, exiting entirely with an estimated $4.66M sold.
- 11 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2020, unchanged from Q2 2020.
- Funds reported $13.5M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2020, down 28% quarter-over-quarter.
- 3 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2020 and 3 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2020 was Citadel Advisors, an estimated $950K added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2020 was Hudson Capital Management, an estimated $4.66M sold.
Based on aggregated 13F filings for Q3 2020.