Innovator US Equity Ultra Buffer ETF March
UMAR
71 hedge funds and large institutions have $74.9M invested in Innovator US Equity Ultra Buffer ETF March in 2025 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 36 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
3% more funds holding
Funds holding: 69 → 71 (+2)
12.09% less ownership
Funds ownership: 75.07% → 62.98% (-12%)
86% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 36
94% less capital inflows, than outflows
Capital inflows: $4.76M | Capital outflows: $79.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Old Mission Capital
Chicago,
Illinois
|
+$1.38M |
| 2 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
+$917K |
| 3 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
+$422K |
| 4 |
Foundations Investment Advisors
Phoenix,
Arizona
|
+$266K |
| 5 |
Savvy Advisors Inc
New York
|
+$232K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$60.3M |
| 2 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$9.79M |
| 3 |
MGO One Seven
Beachwood,
Ohio
|
-$1.99M |
| 4 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$1.83M |
| 5 |
KWM
KFG Wealth Management
Granger,
Indiana
|
-$705K |
UMAR Hedge Fund Activity: Q4 2025 in Review
71 of the 8,288 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF March (UMAR) for Q4 2025, worth a combined $74.9M — down 49% from $148M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new UMAR positions and 7 closed out — a net gain of 3 holders — while 5 added to existing stakes and 36 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.38M. The largest seller was Brookstone Capital Management, cutting an estimated $60.3M.
- 71 institutional investors held Innovator US Equity Ultra Buffer ETF March (UMAR) as of Q4 2025, up from 69 in Q3 2025.
- Funds reported $74.9M of Innovator US Equity Ultra Buffer ETF March stock for Q4 2025, down 49% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Ultra Buffer ETF March positions in Q4 2025 and 7 closed out, a net change of +3 holders.
- The largest Innovator US Equity Ultra Buffer ETF March buyer in Q4 2025 was Old Mission Capital, an estimated $1.38M added.
- The largest Innovator US Equity Ultra Buffer ETF March seller in Q4 2025 was Brookstone Capital Management, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2025.