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Innovator Laddered Allocation Buffer ETF
BUFB

39 hedge funds and large institutions have $46.7M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more funds holding

Funds holding: 29 → 39 (+10)

23% more capital invested

Capital invested by funds: $38M → $46.7M (+$8.73M)

3.79% more ownership

Funds ownership: 65.32% → 69.11% (+3.8%)

40% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 15

Holders
39
Holders Change
+10
Holders Change %
+34.48%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
9
Reduced
15
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Truist Financial
Truist Financial
North Carolina
+$3.04M
2
SAG
SageView Advisory Group
California
+$3.01M
3
HighTower Advisors
HighTower Advisors
Illinois
+$805K
4
DIM
Delta Investment Management
California
+$693K
5
DI
Diligent Investors
California
+$668K

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.67M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.01M
3
KCM
Kathmere Capital Management
Pennsylvania
-$227K
4
VWA
Visionary Wealth Advisors
Illinois
-$202K
5
CWM
Capital Wealth Management
Rhode Island
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
26
RFG Advisory
Alabama
$286K -$42K -1,596 -13%
RIA
27
Realta Investment Advisors
Delaware
$275K -$7.45K -283 -3%
OMC
28
Old Mission Capital
Illinois
$234K +$222K +8,436 New
SIA
29
Schechter Investment Advisors
Michigan
$225K – – –
KAS
30
Kestra Advisory Services
Texas
$202K +$192K +7,289 New
CIAS
31
Capital Investment Advisory Services
North Carolina
$179K -$3.13K -119 -2%
HBW
32
Hazlett, Burt & Watson
West Virginia
$93K – – –
TWM
33
Tradition Wealth Management
Minnesota
$68K -$5.26K -200 -8%
HI
34
Harbour Investments
Wisconsin
$62K – – –
SPIA
35
Steward Partners Investment Advisory
New York
$52.4K +$49.7K +1,888 New
AF
36
Advisornet Financial
Minnesota
$36.1K -$11.8K -450 -26%
BBPWM
37
Blue Bell Private Wealth Management
Pennsylvania
$8.8K – – –
DFA
38
DHJJ Financial Advisors
Illinois
$6.25K – – –
SAG
39
SageView Advisory Group
California
$4.03K +$3.01M +114,544 New
1
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BUFB Hedge Fund Activity: Q4 2023 in Review

39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2023, worth a combined $46.7M — up 23% from $38M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUFB positions and 0 closed out — a net gain of 10 holders — while 9 added to existing stakes and 15 trimmed.

The largest buyer was Truist Financial, opening a new position worth an estimated $3.04M. The largest seller was Envestnet Asset Management, cutting an estimated $1.67M.

  • 39 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2023, up from 29 in Q3 2023.
  • Funds reported $46.7M of Innovator Laddered Allocation Buffer ETF stock for Q4 2023, up 23% quarter-over-quarter.
  • 10 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2023 and 0 closed out, a net change of +10 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2023 was Truist Financial, an estimated $3.04M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2023.