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Innovator Laddered Allocation Power Buffer ETF
BUFF

95 hedge funds and large institutions have $308M invested in Innovator Laddered Allocation Power Buffer ETF in 2024 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 42 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

240% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 5

68% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 25

14% more funds holding

Funds holding: 83 → 95 (+12)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

11% more capital invested

Capital invested by funds: $277M → $308M (+$30.6M)

82.07% less ownership

Funds ownership: 158.54% → 76.47% (-82%)

Holders
95
Holders Change
+12
Holders Change %
+14.46%
% of All Funds
1.37%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
17
Increased
42
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KWM
Kingsview Wealth Management
Oregon
+$28.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$6.48M
3
MA
Mutual Advisors
Nebraska
+$3.69M
4
GFP
Guardian Financial Partners
California
+$1.88M
5
KWA
Kingswood Wealth Advisors
California
+$1.87M

Top Sellers

1
SAG
SageView Advisory Group
California
-$302M
2
FIA
Foundations Investment Advisors
Arizona
-$22.8M
3
MAM
Milestone Asset Management
Pennsylvania
-$20M
4
ACM
Andina Capital Management
Utah
-$3.29M
5
SVWAG
Sound View Wealth Advisors Group
Georgia
-$2.93M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
101
UBS Group
Switzerland
– -$16.8K -420 Closed
1 2 3 4
5