Innovator Laddered Allocation Buffer ETF
BUFB
52 hedge funds and large institutions have $60.6M 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, 12 reducing their positions, and 1 closing their positions.
1,300% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 1
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
33% more funds holding
Funds holding: 39 → 52 (+13)
30% more capital invested
Capital invested by funds: $46.7M → $60.6M (+$14M)
11.71% less ownership
Funds ownership: 69.11% → 57.4% (-12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
4WM
4J Wealth Management
Alexandria,
Virginia
|
+$3.34M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.57M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$1.25M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$808K |
| 5 |
DIM
Delta Investment Management
San Francisco,
California
|
+$797K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$2.97M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.53M |
| 3 |
BFC
Bedel Financial Consulting
Indianapolis,
Indiana
|
-$283K |
| 4 |
MFG
MTM Financial Group
Bethlehem,
Pennsylvania
|
-$274K |
| 5 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$263K |
BUFB Hedge Fund Activity: Q1 2024 in Review
52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2024, worth a combined $60.6M — up 30% from $46.7M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new BUFB positions and 1 closed out — a net gain of 13 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was 4J Wealth Management, opening a new position worth an estimated $3.34M. The largest seller was World Investment Advisors, cutting an estimated $2.97M.
- 52 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2024, up from 39 in Q4 2023.
- Funds reported $60.6M of Innovator Laddered Allocation Buffer ETF stock for Q1 2024, up 30% quarter-over-quarter.
- 14 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2024 and 1 closed out, a net change of +13 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2024 was 4J Wealth Management, an estimated $3.34M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2024 was World Investment Advisors, an estimated $2.97M sold.
Based on aggregated 13F filings for Q1 2024.