Innovator Laddered Allocation Buffer ETF
BUFB
23 hedge funds and large institutions have $19.5M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 6
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
5% more funds holding
Funds holding: 22 → 23 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10.13% less ownership
Funds ownership: 65.17% → 55.04% (-10%)
10% less capital invested
Capital invested by funds: $21.8M → $19.5M (-$2.28M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
+$1.02M |
| 2 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$903K |
| 3 |
SPWG
Syntegra Private Wealth Group
Chesterfield,
Missouri
|
+$485K |
| 4 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
+$228K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$187K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$2.78M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$1.13M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$733K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$696K |
| 5 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
-$621K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citadel Advisors
Miami,
Florida
| – | -$393K | -17,040 | Closed |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| – | -$20K | -805 | Closed |
|
|
NA
28
NewEdge Advisors
New Orleans,
Louisiana
| – | -$9.68K | -420 | Closed |
|
BUFB Hedge Fund Activity: Q1 2023 in Review
23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2023, worth a combined $19.5M — down 10% from $21.8M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BUFB positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.
The largest buyer was Capital Wealth Management, adding an estimated $1.02M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $2.78M sold.
- 23 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2023, up from 22 in Q4 2022.
- Funds reported $19.5M of Innovator Laddered Allocation Buffer ETF stock for Q1 2023, down 10% quarter-over-quarter.
- 6 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2023 was Capital Wealth Management, an estimated $1.02M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $2.78M sold.
Based on aggregated 13F filings for Q1 2023.