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Innovator Laddered Allocation Buffer ETF
BUFB

Overview Fund Activity

51 hedge funds and large institutions have $58.5M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 1 closing their positions.

Holders
51
Holders Change
+13
Holders Change %
+34.21%
% of All Funds
0.74%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
14
Increased
20
Reduced
11
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
4WM
1
4J Wealth Management
Virginia
$3.43M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$6.1M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$1.28M
4
CA
4
Cetera Advisors
Colorado
$830K
5
DIM
5
Delta Investment Management
California
$1.59M

Top Sellers

1
WIA
1
World Investment Advisors
California
$1.76M
2
SAG
2
SageView Advisory Group
California
$1.73M
3
BFC
3
Bedel Financial Consulting
Indiana
$984K
4
KCM
4
Kathmere Capital Management
Pennsylvania
$2.71M
5
VWA
5
Visionary Wealth Advisors
Illinois
$2.89M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.48M 220,442 +22,483 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.1M 207,743 +89,855 +76%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.85M 164,899 +3,526 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.39M 149,199 +12,759 +9%
Truist Financial
5
Truist Financial
North Carolina
$3.55M 120,703 +5,226 +5%
4WM
6
4J Wealth Management
Virginia
$3.43M 116,670 +116,670 New
VWA
7
Visionary Wealth Advisors
Illinois
$2.89M 98,414 -4,599 -4%
KCM
8
Kathmere Capital Management
Pennsylvania
$2.71M 92,123 -9,194 -9%
CWM
9
Capital Wealth Management
Rhode Island
$2.02M 68,797 -2,693 -4%
WIA
10
World Investment Advisors
California
$1.76M 59,888 -103,990 -63%
SAG
11
SageView Advisory Group
California
$1.73M 61,135 -53,409 -47%
NRI
12
NFP Retirement Inc
California
$1.65M 56,006 +4,913 +10%
SPWG
13
Syntegra Private Wealth Group
Missouri
$1.6M 54,477 +9,240 +20%
DIM
14
Delta Investment Management
California
$1.59M 54,212 +27,873 +106%
Cetera Investment Advisers
15
Cetera Investment Advisers
Illinois
$1.28M 43,661 +43,661 New
DI
16
Diligent Investors
California
$1.14M 38,695 +13,330 +53%
BFC
17
Bedel Financial Consulting
Indiana
$984K 33,491 -9,893 -23%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$849K 28,902 -258 -0.9%
PS
19
Principal Securities
Iowa
$844K 28,734 +13,822 +93%
CA
20
Cetera Advisors
Colorado
$830K 28,251 +28,251 New
KWM
21
KFG Wealth Management
Indiana
$685K 23,310 +3,430 +17%
CF
22
Centaurus Financial
California
$671K 22,854 -86 -0.4%
IWN
23
Independent Wealth Network
Iowa
$548K 18,649 +18,649 New
AL
24
ACAS LLC
California
$543K 18,471 +72 +0.4%
CWA
25
Continuum Wealth Advisors
New York
$537K 18,268 +1,406 +8%
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