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Innovator Laddered Allocation Power Buffer ETF

58 hedge funds and large institutions have $107M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $88.9M → $107M (+$18.2M)

8.08% more ownership

Funds ownership: 51.37%59.45% (+8.1%)

2% more funds holding

Funds holding: 5758 (+1)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
0.92%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
11
Increased
21
Reduced
20
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$771K -$239K -6,781 -24%
GSIAS
27
Garden State Investment Advisory Services
New Jersey
$755K +$50.6K +1,435 +7%
FANJ
28
Financial Architects (New Jersey)
New Jersey
$754K +$132K +3,740 +22%
HighTower Advisors
29
HighTower Advisors
Illinois
$708K +$102K +2,893 +17%
T
30
TRUADVICE
Florida
$533K +$353 +10 +0.1%
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$493K +$484K +13,738 New
NA
32
NewEdge Advisors
Louisiana
$459K +$88K +2,495 +24%
PFGIA
33
Patriot Financial Group Insurance Agency
Massachusetts
$444K +$14.1K +400 +3%
FIM
34
Freedom Investment Management
Connecticut
$440K -$40.6K -1,152 -9%
SCA
35
Southern Capital Advisors
Tennessee
$377K +$370K +10,492 New
SPC
36
Sigma Planning Corp
Michigan
$369K -$1.94K -55 -0.5%
IIA
37
Integral Investment Advisors
California
$326K
AF
38
Advisornet Financial
Minnesota
$315K -$1.41K -40 -0.5%
DFA
39
DHJJ Financial Advisors
Illinois
$308K -$36.5K -1,034 -11%
ACM
40
Arlington Capital Management
Illinois
$281K -$44.8K -1,270 -14%
SVWAG
41
Sound View Wealth Advisors Group
Georgia
$279K -$3.44M -97,474 -93%
TF
42
Trek Financial
Arizona
$270K +$49.7K +1,410 +23%
LPL Financial
43
LPL Financial
California
$268K -$7.9K -224 -3%
HI
44
Harbour Investments
Wisconsin
$267K -$9.31K -264 -3%
SWA
45
Stratos Wealth Advisors
Ohio
$219K -$10.6K -301 -5%
BA
46
Bellwether Advisors
Nebraska
$216K +$212K +6,000 New
GWM
47
Geneos Wealth Management
Colorado
$191K
Morgan Stanley
48
Morgan Stanley
New York
$108K
AAS
49
Ameritas Advisory Services
Nebraska
$101K +$98.9K +2,805 New
WP
50
WealthPLAN Partners
Nebraska
$80.9K +$79.4K +2,251 New

BUFF Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Power Buffer ETF (BUFF) for Q1 2023, worth a combined $107M — up 20% from $88.9M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BUFF positions and 9 closed out — a net gain of 2 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $15.4M. The largest seller was Sound View Wealth Advisors Group, cutting an estimated $3.44M.

  • 58 institutional investors held Innovator Laddered Allocation Power Buffer ETF (BUFF) as of Q1 2023, up from 57 in Q4 2022.
  • Funds reported $107M of Innovator Laddered Allocation Power Buffer ETF stock for Q1 2023, up 20% quarter-over-quarter.
  • 11 funds opened new Innovator Laddered Allocation Power Buffer ETF positions in Q1 2023 and 9 closed out, a net change of +2 holders.
  • The largest Innovator Laddered Allocation Power Buffer ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $15.4M added.
  • The largest Innovator Laddered Allocation Power Buffer ETF seller in Q1 2023 was Sound View Wealth Advisors Group, an estimated $3.44M sold.

Based on aggregated 13F filings for Q1 2023.