Innovator US Equity Ultra Buffer ETF March
UMAR
33 hedge funds and large institutions have $49M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 11 reducing their positions, and 14 closing their positions.
6.25% more ownership
Funds ownership: 56.49% → 62.74% (+6.2%)
6% less capital invested
Capital invested by funds: $52.2M → $49M (-$3.2M)
21% less funds holding
Funds holding: 42 → 33 (-9)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
73% less repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 11
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$12.4M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$694K |
| 3 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$428K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$92.7K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$65.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Glovista Investments
Jersey City,
New Jersey
|
-$9.39M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.84M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.52M |
| 4 |
Jane Street
New York
|
-$473K |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$471K |
UMAR Hedge Fund Activity: Q2 2023 in Review
33 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q2 2023, worth a combined $49M — down 6.1% from $52.2M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of UMAR and 5 opened new positions — a net loss of 9 holders — while 11 trimmed existing stakes and 3 added.
The largest buyer was Brookstone Capital Management, adding an estimated $12.4M. The largest seller was Glovista Investments, exiting entirely with an estimated $9.39M sold.
- 33 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q2 2023, down from 42 in Q1 2023.
- Funds reported $49M of Innovator US Equity Ultra Buffer ETF March stock for Q2 2023, down 6.1% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q2 2023 and 14 closed out, a net change of -9 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q2 2023 was Brookstone Capital Management, an estimated $12.4M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q2 2023 was Glovista Investments, an estimated $9.39M sold.
Based on aggregated 13F filings for Q2 2023.