Innovator Laddered Allocation Buffer ETF
BUFB
56 hedge funds and large institutions have $74.4M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 15 reducing their positions, and 3 closing their positions.
200% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 3
47% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 15
23% more capital invested
Capital invested by funds: $60.6M → $74.4M (+$13.7M)
8% more funds holding
Funds holding: 52 → 56 (+4)
4.52% more ownership
Funds ownership: 57.4% → 61.92% (+4.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$10.1M |
| 2 |
SPIA
Steward Partners Investment Advisory
New York
|
+$1.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 4 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$577K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$540K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$1.39M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.3M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.25M |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
-$946K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$849K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFD
51
Creative Financial Designs
Kokomo,
Indiana
| $30.5K | – | – | – |
|
52
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | +$4.36K | +147 | +44% |
|
|
FNWA
53
Financial Network Wealth Advisors
Murray,
Utah
| $12.4K | +$12K | +405 | New |
|
|
BBPWM
54
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $9.68K | – | – | – |
|
|
DFA
55
DHJJ Financial Advisors
Naperville,
Illinois
| $6.87K | – | – | – |
|
|
CPA
56
Clear Point Advisors
Melville,
New York
| $305 | – | – | – |
|
|
57
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$849K | -28,902 | Closed |
|
|
OMC
58
Old Mission Capital
Chicago,
Illinois
| – | -$480K | -16,331 | Closed |
|
|
WT
59
Washington Trust
Westerly,
Rhode Island
| – | -$15.8K | -539 | Closed |
|
BUFB Hedge Fund Activity: Q2 2024 in Review
56 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q2 2024, worth a combined $74.4M — up 23% from $60.6M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BUFB positions and 3 closed out — a net gain of 6 holders — while 22 added to existing stakes and 15 trimmed.
The largest buyer was Capital Asset Advisory Services, opening a new position worth an estimated $10.1M. The largest seller was Truist Financial, cutting an estimated $1.39M.
- 56 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q2 2024, up from 52 in Q1 2024.
- Funds reported $74.4M of Innovator Laddered Allocation Buffer ETF stock for Q2 2024, up 23% quarter-over-quarter.
- 9 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q2 2024 and 3 closed out, a net change of +6 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q2 2024 was Capital Asset Advisory Services, an estimated $10.1M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q2 2024 was Truist Financial, an estimated $1.39M sold.
Based on aggregated 13F filings for Q2 2024.