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Innovator Laddered Allocation Buffer ETF

76 hedge funds and large institutions have $158M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $151M → $158M (+$7.16M)

1.27% less ownership

Funds ownership: 71.97%70.7% (-1.3%)

5% less funds holding

Funds holding: 8076 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
37
Reduced
25
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
26
Centaurus Financial
California
$1.28M +$177K +5,093 +17%
BW
27
Balance Wealth
Ohio
$1.28M -$61.8K -1,779 -5%
MML Investors Services
28
MML Investors Services
Massachusetts
$1.26M +$112K +3,236 +10%
VWA
29
Visionary Wealth Advisors
Illinois
$1.22M -$26.5K -762 -2%
OFP
30
OFC Financial Planning
New Jersey
$1.14M -$19.3K -554 -2%
CW
31
CreativeOne Wealth
Kansas
$1.08M +$142K +4,097 +16%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$966K +$583K +16,763 +163%
CWA
33
Continuum Wealth Advisors
New York
$918K -$81.6K -2,347 -8%
Raymond James Financial
34
Raymond James Financial
Florida
$865K +$89.9K +2,587 +12%
Truist Financial
35
Truist Financial
North Carolina
$838K +$27.5K +792 +3%
CAG
36
Curtis Advisory Group
California
$828K +$14.9K +429 +2%
KAS
37
Kestra Advisory Services
Texas
$824K -$127K -3,655 -14%
SPIA
38
Steward Partners Investment Advisory
New York
$818K -$603K -17,350 -43%
4WM
39
4J Wealth Management
Virginia
$798K -$113K -3,241 -13%
KWM
40
Kingsview Wealth Management
Oregon
$793K +$178K +5,128 +30%
IWN
41
Independent Wealth Network
Iowa
$779K +$39.9K +1,148 +6%
RA
42
RFG Advisory
Alabama
$726K
PAG
43
Private Advisor Group
New Jersey
$616K +$5.04K +145 +0.8%
DWP
44
Daymark Wealth Partners
Ohio
$607K +$205K +5,885 +53%
FF
45
Foronjy Financial
California
$601K +$242K +6,956 +71%
Commonwealth Equity Services
46
Commonwealth Equity Services
Massachusetts
$596K +$29.5K +848 +5%
MWC
47
MKD Wealth Coaches
Michigan
$563K
CWMK
48
Caliber Wealth Management (Kansas)
Kansas
$475K
HIS
49
Harvest Investment Services
Illinois
$460K +$278 +8 +0.1%
WWM
50
Western Wealth Management
Colorado
$455K -$5K -144 -1%

BUFB Hedge Fund Activity: Q3 2025 in Review

76 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q3 2025, worth a combined $158M — up 4.7% from $151M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BUFB and 2 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 37 added.

The largest buyer was Columbia Advisory Partners, adding an estimated $1.45M. The largest seller was Encompass More Asset Management, cutting an estimated $4.61M.

  • 76 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q3 2025, down from 80 in Q2 2025.
  • Funds reported $158M of Innovator Laddered Allocation Buffer ETF stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 2 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q3 2025 was Columbia Advisory Partners, an estimated $1.45M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q3 2025 was Encompass More Asset Management, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2025.