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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

56 hedge funds and large institutions have $70.7M invested in Innovator US Equity Ultra Buffer ETF March in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
56
Holders Change
-8
Holders Change %
-12.5%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
10
Reduced
24
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EMAM
1
Encompass More Asset Management
California
$2.14M
2
DLHL
2
Donald L. Hagan LLC
Florida
$1.78M
3
PCA
3
Prosperity Capital Advisors
Ohio
$3.37M
4
MML Investors Services
4
MML Investors Services
Massachusetts
$202K
5
CA
5
CoreCap Advisors
Michigan
$93K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$4.53M
2
CVA
2
Central Valley Advisors
California
$873K
3
ACM
3
Advance Capital Management
Michigan
$17M
4
MOS
4
MGO One Seven
Ohio
$9.73M
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ACM
1
Advance Capital Management
Michigan
$17M -$2.27M -65,029 -12%
MOS
2
MGO One Seven
Ohio
$9.73M -$1.38M -39,440 -12%
BCM
3
Brookstone Capital Management
Illinois
$4.53M -$16.6M -474,586 -79%
CA
4
Clearstead Advisors
Ohio
$3.41M +$42.4K +1,216 +1%
PCA
5
Prosperity Capital Advisors
Ohio
$3.37M +$236K +6,760 +8%
KWM
6
KFG Wealth Management
Indiana
$2.81M -$291K -8,343 -9%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.63M – – –
EMAM
8
Encompass More Asset Management
California
$2.14M +$1.41M +40,281 +190%
Osaic Holdings
9
Osaic Holdings
Arizona
$2.06M -$384K -11,021 -16%
DLHL
10
Donald L. Hagan LLC
Florida
$1.78M +$304K +8,721 +21%
TF
11
Trek Financial
Arizona
$1.72M -$218K -6,238 -11%
WFAG
12
Worth Financial Advisory Group
North Carolina
$1.62M -$1.22M -34,940 -43%
Truist Financial
13
Truist Financial
North Carolina
$1.58M -$183K -5,242 -10%
BFG
14
Berger Financial Group
Minnesota
$1.27M -$519K -14,868 -29%
SWM
15
Spire Wealth Management
Virginia
$1.09M -$22.4K -642 -2%
MW
16
MBL Wealth
North Carolina
$984K +$39.2K +1,125 +4%
Jane Street
17
Jane Street
New York
$976K +$4.08K +117 +0.4%
FFG
18
Fiduciary Financial Group
California
$974K – – –
AWS
19
Atria Wealth Solutions
New York
$930K -$209K -6,004 -18%
AWA
20
Arete Wealth Advisors
Illinois
$916K -$74.9K -2,153 -8%
CVA
21
Central Valley Advisors
California
$873K -$8.12M -232,705 -90%
AIC
22
Archer Investment Corporation
Indiana
$657K -$895K -25,670 -58%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$642K -$110K -3,150 -15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$634K -$288K -8,262 -31%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$621K +$1.88K +54 +0.3%
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