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QBUF

Innovator Nasdaq-100 10 Buffer ETF Quarterly

24 hedge funds and large institutions have $73.1M invested in Innovator Nasdaq-100 10 Buffer ETF Quarterly in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

809% more capital invested

Capital invested by funds: $8.04M → $73.1M (+$65.1M)

500% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 2

167% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 3

71% more funds holding

Funds holding: 1424 (+10)

11.59% more ownership

Funds ownership: 70.3%81.9% (+12%)

Holders
24
Holders Change
+10
Holders Change %
+71.43%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
8
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1
Hollencrest Capital Management
California
$51.6M +$50.5M +1,956,046 New
CVA
2
Central Valley Advisors
California
$9.24M +$9.04M +350,055 New
MA
3
Mutual Advisors
Nebraska
$5.66M +$1M +38,856 +22%
KAS
4
Kestra Advisory Services
Texas
$1.33M -$10.5K -406 -0.8%
Raymond James Financial
5
Raymond James Financial
Florida
$915K +$895K +34,657 New
TCM
6
Triumph Capital Management
Colorado
$592K +$108K +4,182 +23%
HighTower Advisors
7
HighTower Advisors
Illinois
$529K +$2.58K +100 +0.5%
VWA
8
Visionary Wealth Advisors
Illinois
$446K +$437K +16,914 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$432K +$423K +16,383 New
IFG
10
Independent Financial Group
California
$365K -$175K -6,777 -33%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$277K +$272K +10,512 New
FHC
12
First Heartland Consultants
Missouri
$274K +$45.8K +1,772 +21%
Osaic Holdings
13
Osaic Holdings
Arizona
$264K +$51.7K +2,000 +25%
AWS
14
Atria Wealth Solutions
New York
$235K +$18.3K +710 +9%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$205K +$201K +7,783 New
HI
16
Harbour Investments
Wisconsin
$184K +$57.6K +2,231 +47%
CF
17
Centaurus Financial
California
$168K +$164K +6,352 New
SMAM
18
Sugar Maple Asset Management
Wisconsin
$158K +$155K +6,000 New
WP
19
WealthShield Partners
North Carolina
$106K +$103K +4,000 New
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$66K -$2.58K -100 -4%
SS
21
Sunbelt Securities
Texas
$26.4K +$20.7K +800 +400%
IA
22
IFP Advisors
Florida
$2.64K
SCA
23
Stuart Chaussee & Associates
California
$264 +$258 +10 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$53 +$52 +2 New
Bank of America
25
Bank of America
North Carolina
-$7.88K -311 Closed

QBUF Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator Nasdaq-100 10 Buffer ETF Quarterly (QBUF) for Q4 2024, worth a combined $73.1M — up 809% from $8.04M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new QBUF positions and 2 closed out — a net gain of 10 holders — while 8 added to existing stakes and 3 trimmed.

The largest buyer was Hollencrest Capital Management, opening a new position worth an estimated $50.5M. The largest seller was Independent Financial Group, cutting an estimated $175K.

  • 24 institutional investors held Innovator Nasdaq-100 10 Buffer ETF Quarterly (QBUF) as of Q4 2024, up from 14 in Q3 2024.
  • Funds reported $73.1M of Innovator Nasdaq-100 10 Buffer ETF Quarterly stock for Q4 2024, up 809% quarter-over-quarter.
  • 12 funds opened new Innovator Nasdaq-100 10 Buffer ETF Quarterly positions in Q4 2024 and 2 closed out, a net change of +10 holders.
  • The largest Innovator Nasdaq-100 10 Buffer ETF Quarterly buyer in Q4 2024 was Hollencrest Capital Management, an estimated $50.5M added.
  • The largest Innovator Nasdaq-100 10 Buffer ETF Quarterly seller in Q4 2024 was Independent Financial Group, an estimated $175K sold.

Based on aggregated 13F filings for Q4 2024.