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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$18.4M +$15.4M +436,695 +573%
MFG
2
MTM Financial Group
Pennsylvania
$10.9M -$366K -10,364 -3%
KWM
3
KFG Wealth Management
Indiana
$8.28M +$5.22M +147,963 +182%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$7.91M +$566K +16,057 +8%
SEP
5
Southland Equity Partners
Missouri
$6.59M -$150K -4,264 -2%
Osaic Holdings
6
Osaic Holdings
Arizona
$6.28M +$2.21M +62,771 +56%
HCM
7
Hudson Capital Management
New Jersey
$3.94M +$3.87M +109,620 New
SAG
8
SageView Advisory Group
California
$3.56M +$560K +15,887 +19%
MA
9
Mutual Advisors
Nebraska
$3.31M -$1.09M -30,961 -25%
TC
10
TownSquare Capital
Utah
$3.05M +$457K +12,950 +18%
FFS
11
Founders Financial Securities
Maryland
$2.92M -$635K -17,996 -18%
SEA
12
Stegent Equity Advisors
Texas
$2.43M +$191K +5,411 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.29M +$163K +4,634 +8%
CAN
14
Cetera Advisor Networks
California
$2.13M +$71.6K +2,030 +4%
GEA
15
Glen Eagle Advisors
New Jersey
$2.03M -$214K -6,078 -10%
ASN
16
Advisory Services Network
Georgia
$1.88M +$147K +4,180 +9%
IA
17
IFG Advisory
Georgia
$1.82M -$7.51K -213 -0.4%
VWA
18
Visionary Wealth Advisors
Illinois
$1.79M +$726K +20,589 +70%
KWM
19
Kingsview Wealth Management
Oregon
$1.51M +$2.12K +60 +0.1%
AL
20
ACAS LLC
California
$1.46M -$39.8K -1,129 -3%
FFN
21
Focus Financial Network
Minnesota
$1.24M +$126K +3,586 +12%
IA
22
IFP Advisors
Florida
$1.12M -$1.73M -49,018 -61%
QA
23
Quantitative Advantage
Minnesota
$987K -$64.4K -1,825 -6%
RA
24
RiverTree Advisors
Florida
$971K +$954K +27,041 New
KAS
25
Kestra Advisory Services
Texas
$827K +$812K +23,032 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.