Innovator Laddered Allocation Power Buffer ETF
BUFF
83 hedge funds and large institutions have $277M invested in Innovator Laddered Allocation Power Buffer ETF in 2023 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 37 increasing their positions, 18 reducing their positions, and 4 closing their positions.
275% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 4
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
106% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 18
97.29% more ownership
Funds ownership: 61.25% → 158.54% (+97%)
69% more capital invested
Capital invested by funds: $164M → $277M (+$113M)
14% more funds holding
Funds holding: 73 → 83 (+10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$282M |
| 2 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
+$21.9M |
| 3 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$21.6M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$11.3M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$7.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RiverTree Advisors
Winter Park,
Florida
|
-$3.1M |
| 2 |
FFS
Founders Financial Securities
Towson,
Maryland
|
-$1.13M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
-$1.03M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$865K |
| 5 |
SEA
Stegent Equity Advisors
Houston,
Texas
|
-$809K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Fidelity Investments
Boston,
Massachusetts
| $36.6K | +$25.4K | +660 | +260% |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $33.5K | +$32.2K | +837 | New |
|
|
BBPWM
78
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $28.9K | +$15.4K | +400 | +125% |
|
|
PTC
79
Private Trust Company
Cleveland,
Ohio
| $20K | – | – | – |
|
80
UBS Group
Zurich,
Switzerland
| $16.8K | +$2.92K | +76 | +22% |
|
|
CAL
81
Capital Advisors Ltd
Shaker Heights,
Ohio
| $11K | – | – | – |
|
|
SS
82
Sunbelt Securities
Houston,
Texas
| $10K | – | – | – |
|
|
CPA
83
Clear Point Advisors
Melville,
New York
| $4.01K | +$3.85K | +100 | New |
|
84
Wells Fargo
San Francisco,
California
| $17 | – | – | – |
|
|
85
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$865K | -23,071 | Closed |
|
|
ACM
86
Arlington Capital Management
Arlington Heights,
Illinois
| – | -$558K | -14,891 | Closed |
|
|
PCA
87
Pallas Capital Advisors
Braintree,
Massachusetts
| – | -$373K | -10,122 | Closed |
|
|
SOS
88
Silver Oak Securities
Jackson,
Tennessee
| – | -$239K | -6,384 | Closed |
|
BUFF Hedge Fund Activity: Q4 2023 in Review
83 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Power Buffer ETF (BUFF) for Q4 2023, worth a combined $277M — up 69% from $164M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BUFF positions and 4 closed out — a net gain of 11 holders — while 37 added to existing stakes and 18 trimmed.
The largest buyer was SageView Advisory Group, adding an estimated $282M. The largest seller was RiverTree Advisors, cutting an estimated $3.1M.
- 83 institutional investors held Innovator Laddered Allocation Power Buffer ETF (BUFF) as of Q4 2023, up from 73 in Q3 2023.
- Funds reported $277M of Innovator Laddered Allocation Power Buffer ETF stock for Q4 2023, up 69% quarter-over-quarter.
- 15 funds opened new Innovator Laddered Allocation Power Buffer ETF positions in Q4 2023 and 4 closed out, a net change of +11 holders.
- The largest Innovator Laddered Allocation Power Buffer ETF buyer in Q4 2023 was SageView Advisory Group, an estimated $282M added.
- The largest Innovator Laddered Allocation Power Buffer ETF seller in Q4 2023 was RiverTree Advisors, an estimated $3.1M sold.
Based on aggregated 13F filings for Q4 2023.