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Innovator Laddered Allocation Buffer ETF

76 hedge funds and large institutions have $158M invested in Innovator Laddered Allocation Buffer ETF in 2025 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 37 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 25

5% more capital invested

Capital invested by funds: $151M → $158M (+$7.16M)

1.27% less ownership

Funds ownership: 71.97%70.7% (-1.3%)

5% less funds holding

Funds holding: 8076 (-4)

60% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 5

Holders
76
Holders Change
-4
Holders Change %
-5%
% of All Funds
1%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.04%
New
2
Increased
37
Reduced
25
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
$16.2M -$992K -28,541 -6%
AWM
2
Axxcess Wealth Management
California
$16.2M -$936K -26,940 -6%
LPL Financial
3
LPL Financial
California
$10.6M +$404K +11,611 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$9.07M +$508K +14,602 +6%
SF
5
Seros Financial
Arizona
$7.66M +$232K +6,677 +3%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$7.05M +$270K +7,763 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$6.49M +$454K +13,053 +8%
SPWG
8
Syntegra Private Wealth Group
Missouri
$6.4M +$867K +24,938 +16%
GS
9
GWN Securities
Florida
$6.22M +$844K +24,291 +16%
CWM
10
Capital Wealth Management
Rhode Island
$6.13M +$42.6K +1,225 +0.7%
DWM
11
Diversify Wealth Management
Utah
$5.38M +$108K +3,110 +2%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$4.77M -$45.3K -1,304 -1%
KWM
13
KFG Wealth Management
Indiana
$4.19M +$50.6K +1,457 +1%
KCM
14
Kathmere Capital Management
Pennsylvania
$3.14M +$70 +2 +0%
CAP
15
Columbia Advisory Partners
Washington
$2.71M +$1.45M +41,633 +122%
NRI
16
NFP Retirement Inc
California
$2.62M +$21.9K +630 +0.9%
MFG
17
MTM Financial Group
Pennsylvania
$2.51M -$286K -8,219 -10%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.51M -$42.6K -1,225 -2%
WIA
19
World Investment Advisors
California
$2.5M +$68.3K +1,966 +3%
PS
20
Principal Securities
Iowa
$2.22M +$163K +4,697 +8%
OC
21
Optima Capital
Oregon
$2.17M -$106K -3,051 -5%
HWMO
22
Heritage Wealth Management (Ohio)
Ohio
$1.75M +$778K +22,386 +84%
DI
23
Diligent Investors
California
$1.52M -$95.3K -2,741 -6%
BFC
24
Bedel Financial Consulting
Indiana
$1.51M -$22.5K -646 -2%
EMAM
25
Encompass More Asset Management
California
$1.34M -$4.61M -132,599 -78%

BUFB Hedge Fund Activity: Q3 2025 in Review

76 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Buffer ETF (BUFB) for Q3 2025, worth a combined $158M — up 4.7% from $151M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of BUFB and 2 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 37 added.

The largest buyer was Columbia Advisory Partners, adding an estimated $1.45M. The largest seller was Encompass More Asset Management, cutting an estimated $4.61M.

  • 76 institutional investors held Innovator Laddered Allocation Buffer ETF (BUFB) as of Q3 2025, down from 80 in Q2 2025.
  • Funds reported $158M of Innovator Laddered Allocation Buffer ETF stock for Q3 2025, up 4.7% quarter-over-quarter.
  • 2 funds opened new Innovator Laddered Allocation Buffer ETF positions in Q3 2025 and 5 closed out, a net change of -3 holders.
  • The largest Innovator Laddered Allocation Buffer ETF buyer in Q3 2025 was Columbia Advisory Partners, an estimated $1.45M added.
  • The largest Innovator Laddered Allocation Buffer ETF seller in Q3 2025 was Encompass More Asset Management, an estimated $4.61M sold.

Based on aggregated 13F filings for Q3 2025.