Innovator US Equity Ultra Buffer ETF March
UMAR
20 hedge funds and large institutions have $8.16M invested in Innovator US Equity Ultra Buffer ETF March in 2021 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 8 reducing their positions, and 5 closing their positions.
4.8% more ownership
Funds ownership: 23.99% → 28.79% (+4.8%)
0% more funds holding
Funds holding: 20 → 20 (0)
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
5% less capital invested
Capital invested by funds: $8.6M → $8.16M (-$443K)
63% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
W
Wealthquest
Cincinnati,
Ohio
|
+$496K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$240K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
+$15.3K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$5.44K |
| 5 |
FA
Fermata Advisors
Sonoma,
California
|
+$1.95K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.02M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$537K |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$350K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$283K |
| 5 |
ACM
AlphaStar Capital Management
Cornelius,
North Carolina
|
-$251K |
UMAR Hedge Fund Activity: Q4 2021 in Review
20 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2021, worth a combined $8.16M — down 5.2% from $8.6M a quarter earlier.
Fund positioning in UMAR was balanced in Q4 2021: 5 funds opened new positions, 5 closed out, 3 added to existing stakes and 8 trimmed.
The largest buyer was Wealthquest, opening a new position worth an estimated $496K. The largest seller was Old Mission Capital, cutting an estimated $1.02M.
- 20 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $8.16M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2021, down 5.2% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2021 and 5 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2021 was Wealthquest, an estimated $496K added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2021 was Old Mission Capital, an estimated $1.02M sold.
Based on aggregated 13F filings for Q4 2021.