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Innovator Laddered Allocation Buffer ETF

72 hedge funds and large institutions have $154M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 32 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

78% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 18

26% more capital invested

Capital invested by funds: $123M → $154M (+$31.5M)

9% more funds holding

Funds holding: 6672 (+6)

6.93% more ownership

Funds ownership: 66.91%73.84% (+6.9%)

Holders
72
Holders Change
+6
Holders Change %
+9.09%
% of All Funds
0.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
13
Increased
32
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1
Capital Asset Advisory Services
Michigan
$18.4M +$3.26M +100,523 +21%
AWM
2
Axxcess Wealth Management
California
$18.1M +$3.55M +109,436 +23%
LPL Financial
3
LPL Financial
California
$9.46M +$2.07M +63,905 +27%
Osaic Holdings
4
Osaic Holdings
Arizona
$8.52M -$110K -3,400 -1%
SF
5
Seros Financial
Arizona
$6.37M +$6.57M +202,607 New
4WM
6
4J Wealth Management
Virginia
$6.33M +$2.02M +62,190 +45%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.21M +$286K +8,810 +5%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$5.33M +$496K +15,294 +10%
EMAM
9
Encompass More Asset Management
California
$5.26M +$568K +17,522 +12%
CWM
10
Capital Wealth Management
Rhode Island
$4.89M +$2.24M +69,106 +80%
SPWG
11
Syntegra Private Wealth Group
Missouri
$4.75M +$2.78M +85,772 +131%
DWM
12
Diversify Wealth Management
Utah
$4.54M -$15.7K -485 -0.3%
Raymond James Financial
13
Raymond James Financial
Florida
$4.39M +$4.09M +126,070 +933%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$4.1M +$881K +27,172 +26%
GS
15
GWN Securities
Florida
$4.03M +$2.21M +68,199 +113%
KWM
16
KFG Wealth Management
Indiana
$3.59M +$247K +7,615 +7%
KCM
17
Kathmere Capital Management
Pennsylvania
$2.85M +$12.5K +386 +0.4%
MFG
18
MTM Financial Group
Pennsylvania
$2.46M +$121K +3,725 +5%
NRI
19
NFP Retirement Inc
California
$2.33M +$83K +2,559 +4%
WIA
20
World Investment Advisors
California
$2.26M -$52.9K -1,631 -2%
VWA
21
Visionary Wealth Advisors
Illinois
$2.24M -$471K -14,538 -17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$2.16M +$209K +6,431 +10%
OC
23
Optima Capital
Oregon
$1.97M +$438K +13,504 +27%
CW
24
CreativeOne Wealth
Kansas
$1.92M +$1.75M +54,013 +770%
DI
25
Diligent Investors
California
$1.48M -$12.3K -380 -0.8%

BUFB Hedge Fund Activity: Q1 2025 in Review

72 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q1 2025, worth a combined $154M — up 26% from $123M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFB positions and 5 closed out — a net gain of 8 holders — while 32 added to existing stakes and 18 trimmed.

The largest buyer was Seros Financial, opening a new position worth an estimated $6.57M. The largest seller was Steward Partners Investment Advisory, cutting an estimated $1.28M.

  • 72 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $154M of Innovator Laddered Allocation Buffer ETF stock for Q1 2025, up 26% quarter-over-quarter.
  • 13 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q1 2025 and 5 closed out, a net change of +8 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q1 2025 was Seros Financial, an estimated $6.57M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q1 2025 was Steward Partners Investment Advisory, an estimated $1.28M sold.

Based on aggregated 13F filings for Q1 2025.