Innovator Laddered Allocation Buffer ETF
BUFB
39 hedge funds and large institutions have $46.7M invested in Innovator Laddered Allocation Buffer ETF in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 9 increasing their positions, 15 reducing their positions, and 0 closing their positions.
34% more funds holding
Funds holding: 29 → 39 (+10)
23% more capital invested
Capital invested by funds: $38M → $46.7M (+$8.73M)
3.79% more ownership
Funds ownership: 65.32% → 69.11% (+3.8%)
40% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$3.04M |
| 2 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$3.01M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$805K |
| 4 |
DIM
Delta Investment Management
San Francisco,
California
|
+$693K |
| 5 |
DI
Diligent Investors
Redlands,
California
|
+$668K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.67M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.01M |
| 3 |
KCM
Kathmere Capital Management
Wayne,
Pennsylvania
|
-$227K |
| 4 |
VWA
Visionary Wealth Advisors
O'fallon,
Illinois
|
-$202K |
| 5 |
CWM
Capital Wealth Management
W. Warwick,
Rhode Island
|
-$137K |
BUFB Hedge Fund Activity: Q4 2023 in Review
39 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2023, worth a combined $46.7M — up 23% from $38M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BUFB positions and 0 closed out — a net gain of 10 holders — while 9 added to existing stakes and 15 trimmed.
The largest buyer was Truist Financial, opening a new position worth an estimated $3.04M. The largest seller was Envestnet Asset Management, cutting an estimated $1.67M.
- 39 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2023, up from 29 in Q3 2023.
- Funds reported $46.7M of Innovator Laddered Allocation Buffer ETF stock for Q4 2023, up 23% quarter-over-quarter.
- 10 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2023 and 0 closed out, a net change of +10 holders.
- The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2023 was Truist Financial, an estimated $3.04M added.
- The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $1.67M sold.
Based on aggregated 13F filings for Q4 2023.