Innovator Laddered Allocation Buffer ETF
BUFB
25 hedge funds and large institutions have $26.1M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
57% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 7
34% more capital invested
Capital invested by funds: $19.5M → $26.1M (+$6.59M)
9.52% more ownership
Funds ownership: 55.04% → 64.56% (+9.5%)
9% more funds holding
Funds holding: 23 → 25 (+2)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$4.02M |
| 2 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$2.68M |
| 3 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
+$576K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$485K |
| 5 |
FANJ
Financial Architects (New Jersey)
Marlton,
New Jersey
|
+$336K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$3.66M |
| 2 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$396K |
| 3 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$210K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$50.7K |
| 5 |
CWA
Continuum Wealth Advisors
Saratoga Springs,
New York
|
-$9.52K |
BUFB Hedge Fund Activity: Q2 2023 in Review
25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q2 2023, worth a combined $26.1M — up 34% from $19.5M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new BUFB positions and 2 closed out — a net gain of 2 holders — while 11 added to existing stakes and 7 trimmed.
The largest buyer was Thrivent Financial for Lutherans, opening a new position worth an estimated $4.02M. The largest seller was MTM Financial Group, cutting an estimated $3.66M.
- 25 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q2 2023, up from 23 in Q1 2023.
- Funds reported $26.1M of Innovator Laddered Allocation Buffer ETF stock for Q2 2023, up 34% quarter-over-quarter.
- 4 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q2 2023 and 2 closed out, a net change of +2 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q2 2023 was Thrivent Financial for Lutherans, an estimated $4.02M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q2 2023 was MTM Financial Group, an estimated $3.66M sold.
Based on aggregated 13F filings for Q2 2023.