BUFB icon

Innovator Laddered Allocation Buffer ETF
BUFB

Overview Fund Activity

51 hedge funds and large institutions have $58.5M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
20
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
1
4J Wealth Management
Virginia
$3.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.28M
4
CA
4
Cetera Advisors
Colorado
$830K
5
DIM
5
Delta Investment Management
California
$1.59M

Top Sellers

1
WIA
1
World Investment Advisors
California
$1.76M
2
SAG
2
SageView Advisory Group
California
$1.73M
3
BFC
3
Bedel Financial Consulting
Indiana
$984K
4
KCM
4
Kathmere Capital Management
Pennsylvania
$2.71M
5
VWA
5
Visionary Wealth Advisors
Illinois
$2.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$527K 17,931 -35 -0.2%
OMC
27
Old Mission Capital
Illinois
$480K 16,331 +7,895 +94%
CAN
28
Cetera Advisor Networks
California
$453K 15,410 +2,552 +20%
LPL Financial
29
LPL Financial
California
$402K 13,691 +13,691 New
DBRC
30
D.B. Root & Company
Pennsylvania
$398K 13,553 +113 +0.8%
RIA
31
Realta Investment Advisors
Delaware
$377K 12,840 +2,940 +30%
KAS
32
Kestra Advisory Services
Texas
$372K 12,662 +5,373 +74%
ASN
33
Advisory Services Network
Georgia
$313K 10,666 -489 -4%
RA
34
RFG Advisory
Alabama
$298K 10,145 -144 -1%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$292K 9,944 +9,944 New
SIA
36
Schechter Investment Advisors
Michigan
$238K 8,114 – –
CIAS
37
Capital Investment Advisory Services
North Carolina
$205K 6,980 +535 +8%
HBW
38
Hazlett, Burt & Watson
West Virginia
$99K 3,360 – –
CFGS
39
Concourse Financial Group Securities
Alabama
$69.8K 2,377 +2,377 New
HI
40
Harbour Investments
Wisconsin
$65.6K 2,232 – –
SPIA
41
Steward Partners Investment Advisory
New York
$55.5K 1,888 – –
AF
42
Advisornet Financial
Minnesota
$47K 1,600 +300 +23%
JPMorgan Chase & Co
43
JPMorgan Chase & Co
New York
$42K 1,428 +1,428 New
GRP
44
Global Retirement Partners
California
$35.3K 1,200 +1,200 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$31K 1,046 +1,046 New
CFD
46
Creative Financial Designs
Indiana
$29.4K 1,000 +1,000 New
WT
47
Washington Trust
Rhode Island
$15.8K 539 +539 New
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$10K 331 +331 New
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$9.31K 317 – –
DFA
50
DHJJ Financial Advisors
Illinois
$6.61K 225 – –
1
2
3