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Innovator Laddered Allocation Buffer ETF

80 hedge funds and large institutions have $151M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

11% more funds holding

Funds holding: 7280 (+8)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2% less capital invested

Capital invested by funds: $154M → $151M (-$3.11M)

1.87% less ownership

Funds ownership: 73.84%71.97% (-1.9%)

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
28
Reduced
28
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1
Capital Asset Advisory Services
Michigan
$16.3M -$3.16M -99,109 -17%
AWM
2
Axxcess Wealth Management
California
$16.3M -$3.11M -97,496 -17%
LPL Financial
3
LPL Financial
California
$9.64M -$519K -16,264 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$8.1M +$1.32M +41,420 +21%
SF
5
Seros Financial
Arizona
$7.03M +$159K +4,986 +2%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.42M +$634K +19,875 +12%
Osaic Holdings
7
Osaic Holdings
Arizona
$5.85M -$3.15M -98,650 -36%
CWM
8
Capital Wealth Management
Rhode Island
$5.77M +$467K +14,638 +9%
EMAM
9
Encompass More Asset Management
California
$5.76M +$80.6K +2,527 +2%
SPWG
10
Syntegra Private Wealth Group
Missouri
$5.23M +$99.9K +3,134 +2%
GS
11
GWN Securities
Florida
$5.07M +$678K +21,256 +17%
DWM
12
Diversify Wealth Management
Utah
$5.07M +$16.2K +507 +0.3%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$4.57M +$134K +4,209 +3%
KWM
14
KFG Wealth Management
Indiana
$3.92M +$44.6K +1,398 +1%
KCM
15
Kathmere Capital Management
Pennsylvania
$2.98M -$92K -2,884 -3%
MFG
16
MTM Financial Group
Pennsylvania
$2.66M +$4.05K +127 +0.2%
NRI
17
NFP Retirement Inc
California
$2.47M -$40.9K -1,284 -2%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.42M +$88.3K +2,769 +4%
WIA
19
World Investment Advisors
California
$2.3M -$130K -4,080 -6%
OC
20
Optima Capital
Oregon
$2.16M +$29.8K +935 +1%
PS
21
Principal Securities
Iowa
$1.94M +$457K +14,326 +33%
DI
22
Diligent Investors
California
$1.53M -$56.6K -1,775 -4%
BFC
23
Bedel Financial Consulting
Indiana
$1.45M -$27.7K -868 -2%
SPIA
24
Steward Partners Investment Advisory
New York
$1.36M -$199K -6,253 -13%
BW
25
Balance Wealth
Ohio
$1.28M +$204K +6,403 +20%

BUFB Hedge Fund Activity: Q2 2025 in Review

80 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q2 2025, worth a combined $151M — down 2% from $154M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BUFB positions and 4 closed out — a net gain of 9 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $1.32M. The largest seller was 4J Wealth Management, cutting an estimated $5.61M.

  • 80 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q2 2025, up from 72 in Q1 2025.
  • Funds reported $151M of Innovator Laddered Allocation Buffer ETF stock for Q2 2025, down 2% quarter-over-quarter.
  • 13 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q2 2025 and 4 closed out, a net change of +9 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q2 2025 was HighTower Advisors, an estimated $1.32M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q2 2025 was 4J Wealth Management, an estimated $5.61M sold.

Based on aggregated 13F filings for Q2 2025.