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Innovator Laddered Allocation Buffer ETF

72 hedge funds and large institutions have $154M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $123M → $154M (+$31.5M)

9% more funds holding

Funds holding: 6672 (+6)

6.93% more ownership

Funds ownership: 66.91%73.84% (+6.9%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
32
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWMO
51
Heritage Wealth Management (Ohio)
Ohio
$327K +$338K +10,411 New
IIA
52
Integral Investment Advisors
California
$327K -$64.8K -2,000 -16%
BCM
53
Brookstone Capital Management
Illinois
$307K +$317K +9,769 New
SIA
54
Schechter Investment Advisors
Michigan
$255K
BBPWM
55
Blue Bell Private Wealth Management
Pennsylvania
$254K +$126K +3,880 +92%
DBRC
56
D.B. Root & Company
Pennsylvania
$246K
AAS
57
Ameritas Advisory Services
Nebraska
$235K +$243K +7,486 New
CIAS
58
Capital Investment Advisory Services
North Carolina
$207K -$2.56K -79 -1%
AWM
59
AE Wealth Management
Kansas
$123K -$355K -10,941 -74%
AF
60
Advisornet Financial
Minnesota
$107K +$6.49K +200 +6%
BA
61
Bellwether Advisors
Nebraska
$107K
UBS Group
62
UBS Group
Switzerland
$84.6K +$87.3K +2,693 New
HI
63
Harbour Investments
Wisconsin
$65.4K -$4.86K -150 -7%
CFD
64
Creative Financial Designs
Indiana
$31.4K
HBW
65
Hazlett, Burt & Watson
West Virginia
$31K
DFA
66
DHJJ Financial Advisors
Illinois
$19K +$1.62K +50 +9%
FNWA
67
Financial Network Wealth Advisors
Utah
$12.7K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$8K -$6.42K -198 -44%
Royal Bank of Canada
69
Royal Bank of Canada
Ontario, Canada
$8K -$2.5K -77 -24%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$4.52K +$4.67K +144 New
CA
71
CoreCap Advisors
Michigan
$2.73K +$2.82K +87 New
Morgan Stanley
72
Morgan Stanley
New York
$2.61K +$2.69K +83 New
Citadel Advisors
73
Citadel Advisors
Florida
-$311K -9,641 Closed
APWA
74
Atlas Private Wealth Advisors
New Jersey
-$227K -7,040 Closed
ARC
75
Advisor Resource Council
Texas
-$217K -6,704 Closed

BUFB Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2025, worth a combined $154M — up 26% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Seros Financial, opening a new position worth an estimated $6.57M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.28M.

  • 72 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $154M of Innovator Laddered Allocation Buffer ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2025 was Seros Financial, an estimated $6.57M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2025 was Steward Partners Investment Advisory, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2025.