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Innovator Laddered Allocation Buffer ETF

66 hedge funds and large institutions have $123M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $104M → $123M (+$19.2M)

12% more funds holding

Funds holding: 5966 (+7)

0.64% more ownership

Funds ownership: 66.27%66.91% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
28
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$216K
CFG
52
Chapman Financial Group
Hawaii
$213K +$212K +6,580 New
KWM
53
Kingsview Wealth Management
Oregon
$212K +$211K +6,565 New
BBPWM
54
Blue Bell Private Wealth Management
Pennsylvania
$136K
BA
55
Bellwether Advisors
Nebraska
$110K +$109K +3,396 New
AF
56
Advisornet Financial
Minnesota
$103K
CFGS
57
Concourse Financial Group Securities
Alabama
$98.4K +$579 +18 +0.6%
HI
58
Harbour Investments
Wisconsin
$72.1K
GRP
59
Global Retirement Partners
California
$47.7K
JP Morgan Chase
60
JP Morgan Chase
New York
$46.1K
CFD
61
Creative Financial Designs
Indiana
$32.3K
HBW
62
Hazlett, Burt & Watson
West Virginia
$31K -$386 -12 -1%
DFA
63
DHJJ Financial Advisors
Illinois
$17.9K
Carson Wealth (CWM LLC)
64
Carson Wealth (CWM LLC)
Nebraska
$15K -$837 -26 -5%
FNWA
65
Financial Network Wealth Advisors
Utah
$13.1K
Royal Bank of Canada
66
Royal Bank of Canada
Ontario, Canada
$10K +$10.2K +318 New
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
-$423K -13,386 Closed
SAG
68
SageView Advisory Group
California
-$422K -13,370 Closed
CA
69
CoreCap Advisors
Michigan
-$339K -10,737 Closed
OMC
70
Old Mission Capital
Illinois
-$280K -8,878 Closed
HGERS
71
Householder Group Estate & Retirement Specialist
Arizona
-$87K -2,776 Closed
Morgan Stanley
72
Morgan Stanley
New York
-$31.1K -986 Closed
CPA
73
Clear Point Advisors
New York
-$316 -10 Closed

BUFB Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2024, worth a combined $123M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFB positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Truist Financial, cutting an estimated $1.99M.

  • 66 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $123M of Innovator Laddered Allocation Buffer ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 14 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2024 was LPL Financial, an estimated $3.77M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2024 was Truist Financial, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.