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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

64 hedge funds and large institutions have $102M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
64
Holders Change
+10
Holders Change %
+18.52%
% of All Funds
0.93%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
21
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CA
Clearstead Advisors
Ohio
$3.25M
2
PCA
Prosperity Capital Advisors
Ohio
$3.03M
3
BCM
Brookstone Capital Management
Illinois
$20.6M
4
Jane Street
Jane Street
New York
$938K
5
MW
MBL Wealth
North Carolina
$912K

Top Sellers

1
ACM
Advance Capital Management
Michigan
$18.6M
2
MOS
MGO One Seven
Ohio
$10.7M
3
SPC
Sigma Planning Corp
Michigan
$0
4
TC
TownSquare Capital
Utah
$0
5
Osaic Holdings
Osaic Holdings
Arizona
$2.36M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$20.6M +$1.57M +46,082 +8%
ACM
2
Advance Capital Management
Michigan
$18.6M -$19.4M -576,069 -51%
MOS
3
MGO One Seven
Ohio
$10.7M -$4.38M -130,135 -29%
CVA
4
Central Valley Advisors
California
$8.88M +$254K +7,376 +3%
CA
5
Clearstead Advisors
Ohio
$3.25M +$3.25M +96,517 New
PCA
6
Prosperity Capital Advisors
Ohio
$3.03M +$1.64M +48,735 +118%
KWM
7
KFG Wealth Management
Indiana
$2.99M -$58.2K -1,729 -2%
WFAG
8
Worth Financial Advisory Group
North Carolina
$2.74M +$3.37K +100 +0.1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.54M +$272K +8,092 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.36M -$223K -6,614 -9%
TF
11
Trek Financial
Arizona
$1.87M +$815K +24,218 +78%
BFG
12
Berger Financial Group
Minnesota
$1.73M +$250K +7,412 +17%
Truist Financial
13
Truist Financial
North Carolina
$1.7M +$63.8K +1,896 +4%
AIC
14
Archer Investment Corporation
Indiana
$1.5M -$42.8K -1,271 -3%
DLHL
15
Donald L. Hagan LLC
Florida
$1.43M -$114K -3,388 -7%
Citadel Advisors
16
Citadel Advisors
Florida
$1.36M +$753K +22,355 +124%
AWS
17
Atria Wealth Solutions
New York
$1.1M +$151K +4,491 +16%
SWM
18
Spire Wealth Management
Virginia
$1.07M -$10.2K -304 -0.9%
AWA
19
Arete Wealth Advisors
Illinois
$960K +$23.7K +704 +3%
FFG
20
Fiduciary Financial Group
California
$958K +$958K +27,930 New
Jane Street
21
Jane Street
New York
$938K +$938K +27,853 New
MW
22
MBL Wealth
North Carolina
$912K +$912K +27,100 New
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$891K – – –
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$726K +$138K +4,092 +23%
EMAM
25
Encompass More Asset Management
California
$714K +$125K +3,706 +21%
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