Innovator US Equity Ultra Buffer ETF March
UMAR
20 hedge funds and large institutions have $8.6M invested in Innovator US Equity Ultra Buffer ETF March in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 3 increasing their positions, 5 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
5% more funds holding
Funds holding: 19 → 20 (+1)
5.13% less ownership
Funds ownership: 29.13% → 23.99% (-5.1%)
26% less capital invested
Capital invested by funds: $11.7M → $8.6M (-$3.1M)
40% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.77M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$356K |
| 3 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
+$248K |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$56.2K |
| 5 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
+$41.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AA
Advisory Alpha
Holland,
Michigan
|
-$2.9M |
| 2 |
DLHL
Donald L. Hagan LLC
Sarasota,
Florida
|
-$1.69M |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$772K |
| 4 |
FA
Fermata Advisors
Sonoma,
California
|
-$160K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25.9K |
UMAR Hedge Fund Activity: Q3 2021 in Review
20 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2021, worth a combined $8.6M — down 26% from $11.7M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new UMAR positions and 3 closed out — a net gain of 1 holder — while 3 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.77M. The largest seller was Advisory Alpha, exiting entirely with an estimated $2.9M sold.
- 20 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2021, up from 19 in Q2 2021.
- Funds reported $8.6M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2021, down 26% quarter-over-quarter.
- 4 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2021 and 3 closed out, a net change of +1 holder.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2021 was Old Mission Capital, an estimated $1.77M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2021 was Advisory Alpha, an estimated $2.9M sold.
Based on aggregated 13F filings for Q3 2021.