Innovator Laddered Allocation Power Buffer ETF
BUFF
94 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 16 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
75% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 24
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
13% more funds holding
Funds holding: 83 → 94 (+11)
11% more capital invested
Capital invested by funds: $277M → $308M (+$30.7M)
82.04% less ownership
Funds ownership: 158.51% → 76.46% (-82%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$28.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.48M |
| 3 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$3.69M |
| 4 |
GFP
Guardian Financial Partners
Orange,
California
|
+$1.88M |
| 5 |
KWA
Kingswood Wealth Advisors
San Diego,
California
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$302M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$22.8M |
| 3 |
MAM
Milestone Asset Management
Pittsburgh,
Pennsylvania
|
-$20M |
| 4 |
ACM
Andina Capital Management
Lehi,
Utah
|
-$3.29M |
| 5 |
SVWAG
Sound View Wealth Advisors Group
Savannah,
Georgia
|
-$2.93M |
BUFF Hedge Fund Activity: Q1 2024 in Review
94 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Innovator Laddered Allocation Power Buffer ETF (BUFF) for Q1 2024, worth a combined $308M — up 11% from $277M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new BUFF positions and 5 closed out — a net gain of 11 holders — while 42 added to existing stakes and 24 trimmed.
The largest buyer was Kingsview Wealth Management, adding an estimated $28.2M. The largest seller was SageView Advisory Group, cutting an estimated $302M.
- 94 institutional investors held Innovator Laddered Allocation Power Buffer ETF (BUFF) as of Q1 2024, up from 83 in Q4 2023.
- Funds reported $308M of Innovator Laddered Allocation Power Buffer ETF stock for Q1 2024, up 11% quarter-over-quarter.
- 16 funds opened new Innovator Laddered Allocation Power Buffer ETF positions in Q1 2024 and 5 closed out, a net change of +11 holders.
- The largest Innovator Laddered Allocation Power Buffer ETF buyer in Q1 2024 was Kingsview Wealth Management, an estimated $28.2M added.
- The largest Innovator Laddered Allocation Power Buffer ETF seller in Q1 2024 was SageView Advisory Group, an estimated $302M sold.
Based on aggregated 13F filings for Q1 2024.