Innovator US Equity Ultra Buffer ETF March
UMAR
20 hedge funds and large institutions have $10.6M invested in Innovator US Equity Ultra Buffer ETF March in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 4 increasing their positions, 5 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
43% more funds holding
Funds holding: 14 → 20 (+6)
9% less capital invested
Capital invested by funds: $11.7M → $10.6M (-$1.05M)
12.88% less ownership
Funds ownership: 42.93% → 30.05% (-13%)
20% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
+$1.88M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$834K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
+$482K |
| 4 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$300K |
| 5 |
T
TRUADVICE
Sarasota,
Florida
|
+$277K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$3.24M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.77M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$247K |
| 4 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$225K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$216K |
UMAR Hedge Fund Activity: Q1 2021 in Review
20 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q1 2021, worth a combined $10.6M — down 9% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UMAR positions and 4 closed out — a net gain of 6 holders — while 4 added to existing stakes and 5 trimmed.
The largest buyer was Donald L. Hagan LLC, opening a new position worth an estimated $1.88M. The largest seller was Kingsview Wealth Management, exiting entirely with an estimated $3.24M sold.
- 20 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q1 2021, up from 14 in Q4 2020.
- Funds reported $10.6M of Innovator US Equity Ultra Buffer ETF March stock for Q1 2021, down 9% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q1 2021 and 4 closed out, a net change of +6 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q1 2021 was Donald L. Hagan LLC, an estimated $1.88M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q1 2021 was Kingsview Wealth Management, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2021.