UMAR icon

Innovator US Equity Ultra Buffer ETF March
UMAR

Overview Fund Activity

74 hedge funds and large institutions have $184M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 14 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
74
Holders Change
+6
Holders Change %
+8.82%
% of All Funds
0.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
13
Increased
22
Reduced
14
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Brookstone Capital Management
Illinois
$58.5M
2
TPW
Talon Private Wealth
Florida
$34.2M
3
WIM
WealthPlan Investment Management
Nebraska
$8.81M
4
LF
Lantz Financial
Illinois
$7.37M
5
T
Tableaux
Massachusetts
$3.15M

Top Sellers

1
HighTower Advisors
HighTower Advisors
Illinois
$0
2
ACM
Advance Capital Management
Michigan
$399K
3
SWM
Spire Wealth Management
Virginia
$2.45M
4
IWM
IHT Wealth Management
Illinois
$3.13M
5
AWS
Atria Wealth Solutions
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$58.5M +$57.5M +1,529,815 +6,228%
TPW
2
Talon Private Wealth
Florida
$34.2M +$34.2M +908,363 New
MOS
3
MGO One Seven
Ohio
$9.34M -$191K -5,085 -2%
WIM
4
WealthPlan Investment Management
Nebraska
$8.81M +$8.81M +234,182 New
LF
5
Lantz Financial
Illinois
$7.37M +$7.09M +188,436 +2,497%
KWM
6
KFG Wealth Management
Indiana
$5.62M +$694K +18,450 +14%
PCA
7
Prosperity Capital Advisors
Ohio
$5.1M +$447K +11,888 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.49M +$340K +9,032 +11%
T
9
Tableaux
Massachusetts
$3.15M +$3.15M +62,936 New
IWM
10
IHT Wealth Management
Illinois
$3.13M -$732K -19,469 -19%
KAS
11
Kestra Advisory Services
Texas
$2.99M -$12.1K -322 -0.4%
Osaic Holdings
12
Osaic Holdings
Arizona
$2.65M -$279K -7,720 -10%
CVA
13
Central Valley Advisors
California
$2.59M +$69.2K +1,839 +3%
Raymond James Financial
14
Raymond James Financial
Florida
$2.48M +$1.38M +36,798 +126%
SWM
15
Spire Wealth Management
Virginia
$2.45M -$967K -25,723 -28%
WP
16
WealthPLAN Partners
Nebraska
$2.41M +$2.41M +63,970 New
OMC
17
Old Mission Capital
Illinois
$2.24M +$2.24M +59,498 New
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$2.06M +$163K +4,338 +9%
Truist Financial
19
Truist Financial
North Carolina
$1.72M -$28.2K -751 -2%
IPW
20
Impact Partnership Wealth
Georgia
$1.45M +$116K +3,096 +9%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.17M -$126K -3,358 -10%
BFG
22
Berger Financial Group
Minnesota
$1.16M +$5.34K +142 +0.5%
MW
23
MBL Wealth
North Carolina
$1.15M +$93.1K +2,475 +9%
AIC
24
Archer Investment Corporation
Indiana
$896K +$20K +533 +2%
FFG
25
Fiduciary Financial Group
California
$891K – – –
1
2 3 4