Innovator Laddered Allocation Buffer ETF
BUFB
29 hedge funds and large institutions have $38M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 7 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
45% more capital invested
Capital invested by funds: $26.1M → $38M (+$11.9M)
43% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 7
16% more funds holding
Funds holding: 25 → 29 (+4)
0.76% more ownership
Funds ownership: 64.56% → 65.32% (+0.76%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.85M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$2.77M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.78M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$1.53M |
| 5 |
NRI
NFP Retirement Inc
Aliso Viejo,
California
|
+$576K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$218K |
| 2 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$103K |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$96.5K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$20.1K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.46K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
26
Harbour Investments
Madison,
Wisconsin
| $56.9K | – | – | – |
|
|
AF
27
Advisornet Financial
Minnetonka,
Minnesota
| $44.6K | +$2.62K | +100 | +6% |
|
|
BBPWM
28
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $8.08K | – | – | – |
|
|
DFA
29
DHJJ Financial Advisors
Naperville,
Illinois
| $5.74K | +$5.89K | +225 | New |
|
|
30
UBS Group
Zurich,
Switzerland
| – | -$6.46K | -247 | Closed |
|
BUFB Hedge Fund Activity: Q3 2023 in Review
29 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q3 2023, worth a combined $38M — up 45% from $26.1M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BUFB positions and 1 closed out — a net gain of 5 holders — while 10 added to existing stakes and 7 trimmed.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $6.85M. The largest seller was Kathmere Capital Management, cutting an estimated $218K.
- 29 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q3 2023, up from 25 in Q2 2023.
- Funds reported $38M of Innovator Laddered Allocation Buffer ETF stock for Q3 2023, up 45% quarter-over-quarter.
- 6 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q3 2023 and 1 closed out, a net change of +5 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $6.85M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q3 2023 was Kathmere Capital Management, an estimated $218K sold.
Based on aggregated 13F filings for Q3 2023.