Innovator US Equity Ultra Buffer ETF March
UMAR
19 hedge funds and large institutions have $11.7M invested in Innovator US Equity Ultra Buffer ETF March in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 5 closing their positions.
10% more capital invested
Capital invested by funds: $10.6M → $11.7M (+$1.08M)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
0.92% less ownership
Funds ownership: 30.05% → 29.13% (-0.92%)
5% less funds holding
Funds holding: 20 → 19 (-1)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
+$2.87M |
| 2 |
MWP
Madison Wealth Partners
Madison,
Wisconsin
|
+$212K |
| 3 |
SHIM
Stone House Investment Management
Tunkhannock,
Pennsylvania
|
+$210K |
| 4 |
IFAM
Institutional & Family Asset Management
Fort Collins,
Colorado
|
+$30.6K |
| 5 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$11.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$861K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$854K |
| 3 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$264K |
| 4 |
Wolverine Trading
Chicago,
Illinois
|
-$143K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
-$143K |
UMAR Hedge Fund Activity: Q2 2021 in Review
19 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2021, worth a combined $11.7M — up 10% from $10.6M a quarter earlier.
Fund positioning in UMAR was balanced in Q2 2021: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 5 trimmed.
The largest buyer was Advisory Alpha, opening a new position worth an estimated $2.87M. The largest seller was Old Mission Capital, exiting entirely with an estimated $861K sold.
- 19 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2021, down from 20 in Q1 2021.
- Funds reported $11.7M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2021, up 10% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2021 and 5 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2021 was Advisory Alpha, an estimated $2.87M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2021 was Old Mission Capital, an estimated $861K sold.
Based on aggregated 13F filings for Q2 2021.