Innovator Laddered Allocation Buffer ETF
BUFB
59 hedge funds and large institutions have $104M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 3 closing their positions.
220% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 10
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
39% more capital invested
Capital invested by funds: $74.4M → $104M (+$29.3M)
5% more funds holding
Funds holding: 56 → 59 (+3)
4.35% more ownership
Funds ownership: 61.92% → 66.27% (+4.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Axxcess Wealth Management
Carlsbad,
California
|
+$12M |
| 2 |
DWM
Diversify Wealth Management
Sandy,
Utah
|
+$4.23M |
| 3 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$4.1M |
| 4 |
CAAS
Capital Asset Advisory Services
Williamston,
Michigan
|
+$2.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$5.06M |
| 2 |
DIM
Delta Investment Management
San Francisco,
California
|
-$682K |
| 3 |
RIA
Realta Investment Advisors
Wilmington,
Delaware
|
-$352K |
| 4 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$132K |
| 5 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GRP
51
Global Retirement Partners
San Rafael,
California
| $46.6K | +$8.53K | +276 | +23% |
|
52
JP Morgan Chase
New York
| $45.1K | – | – | – |
|
|
CFD
53
Creative Financial Designs
Kokomo,
Indiana
| $31.6K | – | – | – |
|
54
Morgan Stanley
New York
| $31.1K | +$30.5K | +986 | New |
|
|
HBW
55
Hazlett, Burt & Watson
Wheeling,
West Virginia
| $31K | -$9.67K | -313 | -24% |
|
|
DFA
56
DHJJ Financial Advisors
Naperville,
Illinois
| $17.5K | +$10.2K | +330 | +147% |
|
57
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $15K | – | – | – |
|
|
FNWA
58
Financial Network Wealth Advisors
Murray,
Utah
| $12.8K | – | – | – |
|
|
CPA
59
Clear Point Advisors
Melville,
New York
| $316 | – | – | – |
|
|
60
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$5.06M | -165,725 | Closed |
|
|
DIM
61
Delta Investment Management
San Francisco,
California
| – | -$682K | -22,345 | Closed |
|
|
RIA
62
Realta Investment Advisors
Wilmington,
Delaware
| – | -$352K | -11,540 | Closed |
|
BUFB Hedge Fund Activity: Q3 2024 in Review
59 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q3 2024, worth a combined $104M — up 39% from $74.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BUFB positions and 3 closed out — a net gain of 4 holders — while 32 added to existing stakes and 10 trimmed.
The largest buyer was Axxcess Wealth Management, adding an estimated $12M. The largest seller was Thrivent Financial for Lutherans, exiting entirely with an estimated $5.06M sold.
- 59 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q3 2024, up from 56 in Q2 2024.
- Funds reported $104M of Innovator Laddered Allocation Buffer ETF stock for Q3 2024, up 39% quarter-over-quarter.
- 7 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q3 2024 and 3 closed out, a net change of +4 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q3 2024 was Axxcess Wealth Management, an estimated $12M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q3 2024 was Thrivent Financial for Lutherans, an estimated $5.06M sold.
Based on aggregated 13F filings for Q3 2024.