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Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

68 hedge funds and large institutions have $67.2M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 14 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+10
Holders Change %
+17.24%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
20
Reduced
14
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IWM
IHT Wealth Management
Illinois
+$3.68M
2
HighTower Advisors
HighTower Advisors
Illinois
+$2.6M
3
KAS
Kestra Advisory Services
Texas
+$2.26M
4
SWM
Spire Wealth Management
Virginia
+$2.24M
5
KWM
KFG Wealth Management
Indiana
+$2.12M

Top Sellers

1
CA
Clearstead Advisors
Ohio
-$3.48M
2
BCM
Brookstone Capital Management
Illinois
-$1.91M
3
WFAG
Worth Financial Advisory Group
North Carolina
-$1.06M
4
MOS
MGO One Seven
Ohio
-$838K
5
OMC
Old Mission Capital
Illinois
-$674K
Name Holding Trade Value Shares
Change 		Shares
Change %
MOS
1
MGO One Seven
Ohio
$9.01M -$838K -23,560 -9%
KWM
2
KFG Wealth Management
Indiana
$4.65M +$2.12M +59,725 +84%
PCA
3
Prosperity Capital Advisors
Ohio
$4.4M +$527K +14,802 +14%
IWM
4
IHT Wealth Management
Illinois
$3.68M +$3.68M +102,699 New
SWM
5
Spire Wealth Management
Virginia
$3.23M +$2.24M +62,960 +225%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.98M +$512K +14,403 +21%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.88M +$903K +25,394 +46%
KAS
8
Kestra Advisory Services
Texas
$2.84M +$2.26M +63,577 +390%
HighTower Advisors
9
HighTower Advisors
Illinois
$2.6M +$2.6M +73,185 New
CVA
10
Central Valley Advisors
California
$2.38M +$1.55M +43,530 +185%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.79M +$1.22M +34,373 +215%
Truist Financial
12
Truist Financial
North Carolina
$1.65M +$97.5K +2,742 +6%
ACM
13
Advance Capital Management
Michigan
$1.4M -$41K -1,154 -3%
IPW
14
Impact Partnership Wealth
Georgia
$1.26M -$291K -8,179 -19%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.22M +$611K +17,184 +99%
BFG
16
Berger Financial Group
Minnesota
$1.09M -$1.96K -55 -0.2%
Raymond James Financial
17
Raymond James Financial
Florida
$1.04M +$1.04M +29,200 New
MW
18
MBL Wealth
North Carolina
$995K +$13.7K +385 +1%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$913K +$202K +5,693 +28%
BCM
20
Brookstone Capital Management
Illinois
$873K -$1.91M -53,863 -69%
AIC
21
Archer Investment Corporation
Indiana
$828K +$164K +4,624 +25%
AWA
22
Arete Wealth Advisors
Illinois
$827K -$72.9K -2,050 -8%
FFG
23
Fiduciary Financial Group
California
$823K -$147K -4,225 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$727K +$168K +4,731 +30%
AWS
25
Atria Wealth Solutions
New York
$700K -$14.4K -404 -2%
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