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Innovator Laddered Allocation Buffer ETF
BUFB

22 hedge funds and large institutions have $21.8M invested in Innovator Laddered Allocation Buffer ETF in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

115% more capital invested

Capital invested by funds: $10.1M → $21.8M (+$11.7M)

47% more funds holding

Funds holding: 15 → 22 (+7)

25% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 4

13.33% more ownership

Funds ownership: 51.84% → 65.17% (+13%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
22
Holders Change
+7
Holders Change %
+46.67%
% of All Funds
0.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KCM
Kathmere Capital Management
Pennsylvania
+$4.16M
2
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.77M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.09M
4
VWA
Visionary Wealth Advisors
Illinois
+$832K
5
CWM
Capital Wealth Management
Rhode Island
+$716K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$867K
2
MFG
MTM Financial Group
Pennsylvania
-$245K
3
RA
RFG Advisory
Alabama
-$156K
4
TWM
Tradition Wealth Management
Minnesota
-$25.2K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$3K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1
MTM Financial Group
Pennsylvania
$5.76M -$245K -10,691 -4%
KCM
2
Kathmere Capital Management
Pennsylvania
$4.18M +$4.16M +181,318 New
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$2.78M +$2.77M +120,759 New
Osaic Holdings
4
Osaic Holdings
Arizona
$1.5M +$109K +4,746 +8%
VWA
5
Visionary Wealth Advisors
Illinois
$1.16M +$832K +36,237 +254%
Cambridge Investment Research Advisors
6
Cambridge Investment Research Advisors
Iowa
$1.1M +$1.09M +47,674 New
FANJ
7
Financial Architects (New Jersey)
New Jersey
$1.02M +$334K +14,557 +49%
CWA
8
Continuum Wealth Advisors
New York
$890K +$886K +38,618 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$733K +$404K +17,585 +124%
CWM
10
Capital Wealth Management
Rhode Island
$718K +$716K +31,189 New
AL
11
ACAS LLC
California
$405K +$404K +17,589 New
Citadel Advisors
12
Citadel Advisors
Florida
$393K +$391K +17,040 New
RA
13
RFG Advisory
Alabama
$291K -$156K -6,785 -36%
BFC
14
Bedel Financial Consulting
Indiana
$256K +$10K +436 +4%
SPC
15
Sigma Planning Corp
Michigan
$251K -$46 -2 -0%
NRI
16
NFP Retirement Inc
California
$225K +$224K +9,755 New
TWM
17
Tradition Wealth Management
Minnesota
$66K -$25.2K -1,099 -28%
IA
18
IFP Advisors
Florida
$20K – – –
HBW
19
Hazlett, Burt & Watson
West Virginia
$20K +$20.1K +875 New
NA
20
NewEdge Advisors
Louisiana
$9.68K +$9.64K +420 New
AF
21
Advisornet Financial
Minnesota
$4.61K – – –
BBPWM
22
Blue Bell Private Wealth Management
Pennsylvania
$1.08K – – –
OMC
23
Old Mission Capital
Illinois
– -$867K -40,085 Closed
CIAS
24
Capital Investment Advisory Services
North Carolina
– -$3K -119 Closed

BUFB Hedge Fund Activity: Q4 2022 in Review

22 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2022, worth a combined $21.8M — up 115% from $10.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUFB positions and 2 closed out — a net gain of 8 holders — while 5 added to existing stakes and 4 trimmed.

The largest buyer was Kathmere Capital Management, opening a new position worth an estimated $4.16M. The largest seller was Old Mission Capital, exiting entirely with an estimated $867K sold.

  • 22 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2022, up from 15 in Q3 2022.
  • Funds reported $21.8M of Innovator Laddered Allocation Buffer ETF stock for Q4 2022, up 115% quarter-over-quarter.
  • 10 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2022 and 2 closed out, a net change of +8 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2022 was Kathmere Capital Management, an estimated $4.16M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2022 was Old Mission Capital, an estimated $867K sold.

Based on aggregated 13F filings for Q4 2022.