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Innovator Laddered Allocation Buffer ETF

23 hedge funds and large institutions have $19.5M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 6

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

5% more funds holding

Funds holding: 2223 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10.13% less ownership

Funds ownership: 65.17%55.04% (-10%)

10% less capital invested

Capital invested by funds: $21.8M → $19.5M (-$2.28M)

Holders
23
Holders Change
+1
Holders Change %
+4.55%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
6
Increased
9
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1
MTM Financial Group
Pennsylvania
$5.79M -$317K -13,266 -5%
KCM
2
Kathmere Capital Management
Pennsylvania
$3.28M -$1.13M -47,168 -26%
VWA
3
Visionary Wealth Advisors
Illinois
$2.16M +$903K +37,808 +75%
CWM
4
Capital Wealth Management
Rhode Island
$1.81M +$1.02M +42,804 +137%
Osaic Holdings
5
Osaic Holdings
Arizona
$1.68M +$87K +3,643 +6%
FANJ
6
Financial Architects (New Jersey)
New Jersey
$1.26M +$171K +7,181 +16%
SPWG
7
Syntegra Private Wealth Group
Missouri
$496K +$485K +20,308 New
AL
8
ACAS LLC
California
$460K +$29.5K +1,235 +7%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$453K -$696K -29,152 -61%
NRI
10
NFP Retirement Inc
California
$341K +$100K +4,208 +43%
BFC
11
Bedel Financial Consulting
Indiana
$332K +$58.8K +2,461 +22%
CWA
12
Continuum Wealth Advisors
New York
$308K -$621K -26,025 -67%
RA
13
RFG Advisory
Alabama
$291K -$597 -25 -0.2%
RIA
14
Realta Investment Advisors
Delaware
$234K +$228K +9,560 New
SPC
15
Sigma Planning Corp
Michigan
$210K -$54.9K -2,300 -21%
CF
16
Centaurus Financial
California
$192K +$187K +7,841 New
HBW
17
Hazlett, Burt & Watson
West Virginia
$71K +$49.2K +2,060 +235%
TWM
18
Tradition Wealth Management
Minnesota
$70K
HI
19
Harbour Investments
Wisconsin
$54.6K +$53.3K +2,232 New
BBPWM
20
Blue Bell Private Wealth Management
Pennsylvania
$8.97K +$7.64K +320 +681%
AF
21
Advisornet Financial
Minnesota
$4.89K
SPIA
22
Steward Partners Investment Advisory
New York
$3.94K +$3.84K +161 New
UBS Group
23
UBS Group
Switzerland
$2.22K +$2.17K +91 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
-$2.78M -120,759 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$733K -31,816 Closed

BUFB Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2023, worth a combined $19.5M — down 10% from $21.8M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BUFB positions and 5 closed out — a net gain of 1 holder — while 9 added to existing stakes and 6 trimmed.

The largest buyer was Capital Wealth Management, adding an estimated $1.02M. The largest seller was Cetera Investment Advisers, exiting entirely with an estimated $2.78M sold.

  • 23 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2023, up from 22 in Q4 2022.
  • Funds reported $19.5M of Innovator Laddered Allocation Buffer ETF stock for Q1 2023, down 10% quarter-over-quarter.
  • 6 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2023 and 5 closed out, a net change of +1 holder.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2023 was Capital Wealth Management, an estimated $1.02M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2023 was Cetera Investment Advisers, an estimated $2.78M sold.

Based on aggregated 13F filings for Q1 2023.