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Innovator Laddered Allocation Buffer ETF

52 hedge funds and large institutions have $60.6M 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, 12 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,300% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 1

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

33% more funds holding

Funds holding: 3952 (+13)

30% more capital invested

Capital invested by funds: $46.7M → $60.6M (+$14M)

11.71% less ownership

Funds ownership: 69.11%57.4% (-12%)

Holders
52
Holders Change
+13
Holders Change %
+33.33%
% of All Funds
0.75%
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
12
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.48M +$643K +22,483 +11%
Osaic Holdings
2
Osaic Holdings
Arizona
$6.1M +$2.57M +89,855 +76%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$4.84M +$101K +3,526 +2%
HighTower Advisors
4
HighTower Advisors
Illinois
$4.39M +$365K +12,759 +9%
Truist Financial
5
Truist Financial
North Carolina
$3.55M +$149K +5,226 +5%
4WM
6
4J Wealth Management
Virginia
$3.43M +$3.34M +116,670 New
VWA
7
Visionary Wealth Advisors
Illinois
$2.89M -$132K -4,599 -4%
KCM
8
Kathmere Capital Management
Pennsylvania
$2.71M -$263K -9,194 -9%
MFG
9
MTM Financial Group
Pennsylvania
$2.13M -$274K -9,569 -12%
CWM
10
Capital Wealth Management
Rhode Island
$2.02M -$77K -2,693 -4%
WIA
11
World Investment Advisors
California
$1.76M -$2.97M -103,990 -63%
SAG
12
SageView Advisory Group
California
$1.73M -$1.53M -53,409 -47%
NRI
13
NFP Retirement Inc
California
$1.65M +$141K +4,913 +10%
SPWG
14
Syntegra Private Wealth Group
Missouri
$1.6M +$264K +9,240 +20%
DIM
15
Delta Investment Management
California
$1.59M +$797K +27,873 +106%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$1.28M +$1.25M +43,661 New
DI
17
Diligent Investors
California
$1.14M +$381K +13,330 +53%
BFC
18
Bedel Financial Consulting
Indiana
$984K -$283K -9,893 -23%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$849K -$7.38K -258 -0.9%
PS
20
Principal Securities
Iowa
$844K +$395K +13,822 +93%
CA
21
Cetera Advisors
Colorado
$830K +$808K +28,251 New
KWM
22
KFG Wealth Management
Indiana
$685K +$98.1K +3,430 +17%
CF
23
Centaurus Financial
California
$671K -$2.46K -86 -0.4%
IWN
24
Independent Wealth Network
Iowa
$548K +$533K +18,649 New
AL
25
ACAS LLC
California
$543K +$2.06K +72 +0.4%

BUFB Hedge Fund Activity: Q1 2024 in Review

52 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2024, worth a combined $60.6M — up 30% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFB positions and 1 closed out — a net gain of 13 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was 4J Wealth Management, opening a new position worth an estimated $3.34M. The largest seller was World Investment Advisors, cutting an estimated $2.97M.

  • 52 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2024, up from 39 in Q4 2023.
  • Funds reported $60.6M of Innovator Laddered Allocation Buffer ETF stock for Q1 2024, up 30% quarter-over-quarter.
  • 14 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2024 and 1 closed out, a net change of +13 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2024 was 4J Wealth Management, an estimated $3.34M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2024 was World Investment Advisors, an estimated $2.97M sold.

Based on aggregated 13F filings for Q1 2024.