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Innovator US Equity Ultra Buffer ETF March
UMAR

14 hedge funds and large institutions have $11.7M invested in Innovator US Equity Ultra Buffer ETF March in 2020 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

100% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 2

27% more funds holding

Funds holding: 11 → 14 (+3)

1.29% less ownership

Funds ownership: 44.22% → 42.93% (-1.3%)

13% less capital invested

Capital invested by funds: $13.5M → $11.7M (-$1.81M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
14
Holders Change
+3
Holders Change %
+27.27%
% of All Funds
0.25%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
4
Reduced
2
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$1.78M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.06M
3
Wolverine Trading
Wolverine Trading
Illinois
+$246K
4
KWM
Kingsview Wealth Management
Oregon
+$160K
5
UBS Group
UBS Group
Switzerland
+$13.3K

Top Sellers

Rank Fund Capital Flow
1
AIC
Archer Investment Corporation
Indiana
-$5.17M
2
OMC
Old Mission Capital
Illinois
-$184K
3
ASN
Advisory Services Network
Georgia
-$111K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
1
Citadel Advisors
Florida
$3.25M +$1.78M +64,887 +124%
KWM
2
Kingsview Wealth Management
Oregon
$3.24M +$160K +5,835 +5%
AIC
3
Archer Investment Corporation
Indiana
$1.82M -$5.17M -188,702 -74%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.08M +$1.06M +38,812 New
OMC
5
Old Mission Capital
Illinois
$876K -$184K -6,729 -18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$347K – – –
Wolverine Trading
7
Wolverine Trading
Illinois
$248K +$246K +8,958 New
IWC
8
Integrated Wealth Concepts
Massachusetts
$225K +$7.81K +285 +4%
BFC
9
Bedel Financial Consulting
Indiana
$224K – – –
HighTower Advisors
10
HighTower Advisors
Illinois
$216K – – –
Osaic Holdings
11
Osaic Holdings
Arizona
$82K – – –
UBS Group
12
UBS Group
Switzerland
$36K +$13.3K +484 +60%
SFP
13
Sterling Financial Planning
New Jersey
$35K +$34.5K +1,257 New
TWM
14
Tradition Wealth Management
Minnesota
$1K +$1.37K +50 New
ASN
15
Advisory Services Network
Georgia
– -$111K -4,112 Closed

UMAR Hedge Fund Activity: Q4 2020 in Review

14 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2020, worth a combined $11.7M — down 13% from $13.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new UMAR positions and 1 closed out — a net gain of 3 holders — while 4 added to existing stakes and 2 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $1.78M. The largest seller was Archer Investment Corporation, cutting an estimated $5.17M.

  • 14 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2020, up from 11 in Q3 2020.
  • Funds reported $11.7M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2020, down 13% quarter-over-quarter.
  • 4 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2020 and 1 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2020 was Citadel Advisors, an estimated $1.78M added.
  • The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2020 was Archer Investment Corporation, an estimated $5.17M sold.

Based on aggregated 13F filings for Q4 2020.