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Innovator Laddered Allocation Buffer ETF

66 hedge funds and large institutions have $123M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $104M → $123M (+$19.2M)

12% more funds holding

Funds holding: 5966 (+7)

0.64% more ownership

Funds ownership: 66.27%66.91% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
28
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OFP
26
OFC Financial Planning
New Jersey
$1.02M +$1.02M +31,620 New
CF
27
Centaurus Financial
California
$724K -$10.6K -329 -1%
MML Investors Services
28
MML Investors Services
Massachusetts
$724K +$123K +3,837 +21%
CWA
29
Continuum Wealth Advisors
New York
$715K -$35.2K -1,093 -5%
RA
30
RFG Advisory
Alabama
$692K -$44.2K -1,374 -6%
KAS
31
Kestra Advisory Services
Texas
$665K +$83K +2,580 +14%
IWN
32
Independent Wealth Network
Iowa
$628K +$11.7K +363 +2%
AL
33
ACAS LLC
California
$594K +$3.22K +100 +0.6%
Truist Financial
34
Truist Financial
North Carolina
$571K -$1.99M -61,798 -78%
PAG
35
Private Advisor Group
New Jersey
$529K +$29.3K +910 +6%
MWC
36
MKD Wealth Coaches
Michigan
$508K +$507K +15,740 New
AWM
37
AE Wealth Management
Kansas
$479K +$478K +14,842 New
Raymond James Financial
38
Raymond James Financial
Florida
$437K +$435K +13,519 New
HIS
39
Harvest Investment Services
Illinois
$417K -$2.77K -86 -0.7%
IIA
40
Integral Investment Advisors
California
$401K
WWM
41
Western Wealth Management
Colorado
$353K +$112K +3,491 +47%
ASN
42
Advisory Services Network
Georgia
$340K -$4.38K -136 -1%
AI
43
Atria Investments
North Carolina
$340K -$869 -27 -0.3%
Citadel Advisors
44
Citadel Advisors
Florida
$311K -$12.6K -391 -4%
SIA
45
Schechter Investment Advisors
Michigan
$262K
DBRC
46
D.B. Root & Company
Pennsylvania
$253K -$5.08K -158 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$228K +$227K +7,048 New
APWA
48
Atlas Private Wealth Advisors
New Jersey
$227K +$227K +7,040 New
CW
49
CreativeOne Wealth
Kansas
$227K +$226K +7,018 New
ARC
50
Advisor Resource Council
Texas
$217K +$216K +6,704 New

BUFB Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2024, worth a combined $123M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFB positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Truist Financial, cutting an estimated $1.99M.

  • 66 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $123M of Innovator Laddered Allocation Buffer ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 14 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2024 was LPL Financial, an estimated $3.77M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2024 was Truist Financial, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.