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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

54 hedge funds and large institutions have $109M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
+19
Holders Change %
+54.29%
% of All Funds
0.78%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
26
Increased
14
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
ACM
Advance Capital Management
Michigan
$36.8M
2
BCM
Brookstone Capital Management
Illinois
$18.2M
3
MOS
MGO One Seven
Ohio
$14.6M
4
CVA
Central Valley Advisors
California
$8.18M
5
WFAG
Worth Financial Advisory Group
North Carolina
$2.66M

Top Sellers

1
OMC
Old Mission Capital
Illinois
$0
2
VWA
Visionary Wealth Advisors
Illinois
$0
3
BFG
Berger Financial Group
Minnesota
$1.43M
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
FIA
Foundations Investment Advisors
Arizona
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Advance Capital Management
Michigan
$36.8M +$36.8M +1,128,149 New
BCM
2
Brookstone Capital Management
Illinois
$18.2M +$17.9M +547,132 +4,858%
MOS
3
MGO One Seven
Ohio
$14.6M +$14.6M +448,508 New
CVA
4
Central Valley Advisors
California
$8.18M +$8.18M +250,353 New
KWM
5
KFG Wealth Management
Indiana
$2.96M +$2M +61,184 +208%
WFAG
6
Worth Financial Advisory Group
North Carolina
$2.66M +$2.66M +81,315 New
Osaic Holdings
7
Osaic Holdings
Arizona
$2.51M +$547K +16,744 +28%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.2M +$1.16M +35,560 +112%
Truist Financial
9
Truist Financial
North Carolina
$1.59M +$514K +15,739 +48%
DLHL
10
Donald L. Hagan LLC
Florida
$1.5M +$1.5M +45,807 New
AIC
11
Archer Investment Corporation
Indiana
$1.49M +$151K +4,624 +11%
BFG
12
Berger Financial Group
Minnesota
$1.43M -$280K -8,578 -16%
PCA
13
Prosperity Capital Advisors
Ohio
$1.35M -$221K -6,781 -14%
SWM
14
Spire Wealth Management
Virginia
$1.05M +$712K +21,808 +210%
TF
15
Trek Financial
Arizona
$1.02M +$1.02M +31,194 New
AWS
16
Atria Wealth Solutions
New York
$920K +$920K +28,176 New
AWA
17
Arete Wealth Advisors
Illinois
$908K +$462K +14,148 +104%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$864K +$446K +13,658 +107%
SPC
19
Sigma Planning Corp
Michigan
$768K +$768K +23,525 New
Citadel Advisors
20
Citadel Advisors
Florida
$590K +$172K +5,274 +41%
EMAM
21
Encompass More Asset Management
California
$571K +$571K +17,494 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$570K -$207K -6,332 -27%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$567K +$147K +4,487 +35%
KAS
24
Kestra Advisory Services
Texas
$535K +$535K +16,369 New
AFP
25
Ausdal Financial Partners
Iowa
$530K +$530K +16,237 New
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