Innovator US Equity Ultra Buffer ETF March
UMAR
69 hedge funds and large institutions have $148M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 29 reducing their positions, and 8 closing their positions.
4% less funds holding
Funds holding: 72 → 69 (-3)
17.46% less ownership
Funds ownership: 92.53% → 75.07% (-17%)
25% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 8
45% less capital inflows, than outflows
Capital inflows: $6.21M | Capital outflows: $11.3M
59% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
+$2.24M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.15M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$540K |
| 4 |
PCA
Prosperity Capital Advisors
Westlake,
Ohio
|
+$454K |
| 5 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$374K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IHT Wealth Management
Chicago,
Illinois
|
-$3.13M |
| 2 |
Old Mission Capital
Chicago,
Illinois
|
-$2.24M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$800K |
| 4 |
SageView Advisory Group
Newport Beach,
California
|
-$646K |
| 5 |
IPW
Impact Partnership Wealth
Marietta,
Georgia
|
-$569K |
UMAR Hedge Fund Activity: Q3 2025 in Review
69 of the 7,647 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q3 2025, worth a combined $148M — down 19% from $182M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of UMAR and 6 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 12 added.
The largest buyer was WealthPlan Investment Management, adding an estimated $2.24M. The largest seller was IHT Wealth Management, exiting entirely with an estimated $3.13M sold.
- 69 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q3 2025, down from 72 in Q2 2025.
- Funds reported $148M of Innovator US Equity Ultra Buffer ETF March stock for Q3 2025, down 19% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q3 2025 and 8 closed out, a net change of -2 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q3 2025 was WealthPlan Investment Management, an estimated $2.24M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q3 2025 was IHT Wealth Management, an estimated $3.13M sold.
Based on aggregated 13F filings for Q3 2025.