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Innovator Laddered Allocation Buffer ETF

72 hedge funds and large institutions have $154M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $123M → $154M (+$31.5M)

9% more funds holding

Funds holding: 6672 (+6)

6.93% more ownership

Funds ownership: 66.91%73.84% (+6.9%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
32
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$1.46M -$1.28M -39,376 -46%
PS
27
Principal Securities
Iowa
$1.39M
BFC
28
Bedel Financial Consulting
Indiana
$1.37M -$128K -3,937 -8%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$1.09M +$892K +27,511 +390%
MML Investors Services
30
MML Investors Services
Massachusetts
$1.01M +$313K +9,643 +43%
OFP
31
OFC Financial Planning
New Jersey
$1M +$11.1K +341 +1%
BW
32
Balance Wealth
Ohio
$983K +$1.01M +31,297 New
CF
33
Centaurus Financial
California
$973K +$277K +8,530 +38%
CWA
34
Continuum Wealth Advisors
New York
$885K +$196K +6,051 +27%
AL
35
ACAS LLC
California
$685K +$124K +3,817 +21%
RA
36
RFG Advisory
Alabama
$673K
IWN
37
Independent Wealth Network
Iowa
$653K +$43.7K +1,349 +7%
KAS
38
Kestra Advisory Services
Texas
$631K -$15.9K -491 -2%
Truist Financial
39
Truist Financial
North Carolina
$565K +$9.92K +306 +2%
MWC
40
MKD Wealth Coaches
Michigan
$495K
PAG
41
Private Advisor Group
New Jersey
$478K -$37.1K -1,144 -7%
KWM
42
Kingsview Wealth Management
Oregon
$437K +$238K +7,339 +112%
Commonwealth Equity Services
43
Commonwealth Equity Services
Massachusetts
$406K +$419K +12,930 New
WWM
44
Western Wealth Management
Colorado
$405K +$63.1K +1,946 +18%
HIS
45
Harvest Investment Services
Illinois
$405K -$1.04K -32 -0.2%
CAG
46
Curtis Advisory Group
California
$384K +$396K +12,215 New
DWP
47
Daymark Wealth Partners
Ohio
$349K +$360K +11,099 New
VCM
48
Virtue Capital Management
Tennessee
$336K +$348K +10,724 New
ASN
49
Advisory Services Network
Georgia
$328K -$3.24K -100 -0.9%
AI
50
Atria Investments
North Carolina
$328K -$3.24K -100 -0.9%

BUFB Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2025, worth a combined $154M — up 26% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Seros Financial, opening a new position worth an estimated $6.57M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.28M.

  • 72 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $154M of Innovator Laddered Allocation Buffer ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2025 was Seros Financial, an estimated $6.57M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2025 was Steward Partners Investment Advisory, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2025.