Innovator US Equity Ultra Buffer ETF March
UMAR
35 hedge funds and large institutions have $16.1M invested in Innovator US Equity Ultra Buffer ETF March in 2023 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 15 reducing their positions, and 5 closing their positions.
0% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 5
1.79% less ownership
Funds ownership: 40.02% → 38.23% (-1.8%)
3% less funds holding
Funds holding: 36 → 35 (-1)
33% less capital invested
Capital invested by funds: $23.9M → $16.1M (-$7.82M)
73% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$440K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
+$417K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$392K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$213K |
| 5 |
SOS
Silver Oak Securities
Jackson,
Tennessee
|
+$195K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
-$5.42M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$2.58M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$635K |
| 4 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
-$357K |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$316K |
UMAR Hedge Fund Activity: Q4 2023 in Review
35 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2023, worth a combined $16.1M — down 33% from $23.9M a quarter earlier.
Fund positioning in UMAR was balanced in Q4 2023: 5 funds opened new positions, 5 closed out, 4 added to existing stakes and 15 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $440K. The largest seller was HighTower Advisors, cutting an estimated $5.42M.
- 35 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2023, down from 36 in Q3 2023.
- Funds reported $16.1M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2023, down 33% quarter-over-quarter.
- 5 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2023 and 5 closed out, a net change of 0 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2023 was Susquehanna International Group, an estimated $440K added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2023 was HighTower Advisors, an estimated $5.42M sold.
Based on aggregated 13F filings for Q4 2023.