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Innovator Laddered Allocation Buffer ETF

66 hedge funds and large institutions have $123M invested in Innovator Laddered Allocation Buffer ETF in 2024 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

19% more capital invested

Capital invested by funds: $104M → $123M (+$19.2M)

12% more funds holding

Funds holding: 5966 (+7)

0.64% more ownership

Funds ownership: 66.27%66.91% (+0.64%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
66
Holders Change
+7
Holders Change %
+11.86%
% of All Funds
0.87%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
28
Reduced
13
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1
Capital Asset Advisory Services
Michigan
$15.6M +$2.09M +64,838 +16%
AWM
2
Axxcess Wealth Management
California
$15.1M +$1.93M +59,877 +15%
Osaic Holdings
3
Osaic Holdings
Arizona
$8.87M +$900K +27,981 +11%
LPL Financial
4
LPL Financial
California
$7.66M +$3.77M +117,162 +98%
HighTower Advisors
5
HighTower Advisors
Illinois
$6.1M +$250K +7,775 +4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.98M -$1.12M -34,835 -18%
EMAM
7
Encompass More Asset Management
California
$4.84M +$558K +17,347 +13%
DWM
8
Diversify Wealth Management
Utah
$4.69M +$41.8K +1,298 +0.9%
4WM
9
4J Wealth Management
Virginia
$4.5M +$270K +8,394 +6%
KWM
10
KFG Wealth Management
Indiana
$3.44M +$2.17M +67,535 +173%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.34M +$351K +10,911 +12%
KCM
12
Kathmere Capital Management
Pennsylvania
$2.92M +$76.8K +2,387 +3%
CWM
13
Capital Wealth Management
Rhode Island
$2.79M +$43.2K +1,341 +2%
SPIA
14
Steward Partners Investment Advisory
New York
$2.77M +$83.1K +2,582 +3%
VWA
15
Visionary Wealth Advisors
Illinois
$2.77M +$47.9K +1,487 +2%
MFG
16
MTM Financial Group
Pennsylvania
$2.41M -$42.6K -1,323 -2%
WIA
17
World Investment Advisors
California
$2.38M +$76K +2,363 +3%
NRI
18
NFP Retirement Inc
California
$2.31M +$114K +3,537 +5%
SPWG
19
Syntegra Private Wealth Group
Missouri
$2.11M +$198K +6,143 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.01M +$218K +6,773 +12%
GS
21
GWN Securities
Florida
$1.94M +$1.94M +60,213 New
OC
22
Optima Capital
Oregon
$1.59M +$1.59M +49,292 New
BFC
23
Bedel Financial Consulting
Indiana
$1.57M +$226K +7,023 +17%
DI
24
Diligent Investors
California
$1.53M +$96K +2,984 +7%
PS
25
Principal Securities
Iowa
$1.39M +$345K +10,725 +33%

BUFB Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q4 2024, worth a combined $123M — up 19% from $104M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUFB positions and 7 closed out — a net gain of 7 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.77M. The largest seller was Truist Financial, cutting an estimated $1.99M.

  • 66 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q4 2024, up from 59 in Q3 2024.
  • Funds reported $123M of Innovator Laddered Allocation Buffer ETF stock for Q4 2024, up 19% quarter-over-quarter.
  • 14 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q4 2024 and 7 closed out, a net change of +7 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q4 2024 was LPL Financial, an estimated $3.77M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q4 2024 was Truist Financial, an estimated $1.99M sold.

Based on aggregated 13F filings for Q4 2024.