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RBUF

Innovator U.S. Small Cap 10 Buffer ETF - Quarterly

24 hedge funds and large institutions have $24.3M invested in Innovator U.S. Small Cap 10 Buffer ETF - Quarterly in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 3

300% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 2

79% more capital invested

Capital invested by funds: $13.6M → $24.3M (+$10.7M)

60% more funds holding

Funds holding: 1524 (+9)

2.06% less ownership

Funds ownership: 61.07%59.01% (-2.1%)

Holders
24
Holders Change
+9
Holders Change %
+60%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
8
Reduced
2
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1
Pallas Capital Advisors
Massachusetts
$5.22M +$5.25M +200,389 New
Raymond James Financial
2
Raymond James Financial
Florida
$3.28M +$2.83M +107,881 +605%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2.7M +$2.72M +103,771 New
BIM
4
Bullseye Investment Management
Ohio
$2.4M +$219K +8,349 +10%
MI
5
Motiv8 Investments
Florida
$2.23M +$2.24M +85,544 New
CF
6
Centaurus Financial
California
$2.05M +$1.89M +72,337 +1,176%
BCM
7
Brookstone Capital Management
Illinois
$1.25M +$1.26M +48,104 New
SEIA
8
Signature Estate & Investment Advisors
California
$1.13M +$222K +8,483 +24%
CPP
9
Capasso Planning Partners
South Carolina
$1.02M -$90.6K -3,458 -8%
MA
10
Mutual Advisors
Nebraska
$762K +$78.8K +3,011 +11%
SMAM
11
Sugar Maple Asset Management
Wisconsin
$424K +$177K +6,770 +71%
AWS
12
Atria Wealth Solutions
New York
$409K -$40.2K -1,536 -9%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$324K +$326K +12,450 New
HI
14
Harbour Investments
Wisconsin
$281K +$13.7K +522 +5%
MML Investors Services
15
MML Investors Services
Massachusetts
$231K +$232K +8,848 New
Citadel Advisors
16
Citadel Advisors
Florida
$204K +$205K +7,823 New
BTI
17
Blue Trust Inc
Georgia
$174K
WP
18
WealthShield Partners
North Carolina
$99K
NWMP
19
Noble Wealth Management PBC
Colorado
$45.6K +$45.8K +1,750 New
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$26.1K +$10.5K +400 +67%
Osaic Holdings
21
Osaic Holdings
Arizona
$7.69K +$7.72K +295 New
AWM
22
AE Wealth Management
Kansas
$6.91K +$6.94K +265 New
BBPWM
23
Blue Bell Private Wealth Management
Pennsylvania
$5.21K +$5.24K +200 New
JP Morgan Chase
24
JP Morgan Chase
New York
$3.6K +$3.61K +138 New
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
-$5.34M -203,809 Closed

RBUF Hedge Fund Activity: Q1 2025 in Review

24 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Innovator U.S. Small Cap 10 Buffer ETF - Quarterly (RBUF) for Q1 2025, worth a combined $24.3M — up 79% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new RBUF positions and 3 closed out — a net gain of 9 holders — while 8 added to existing stakes and 2 trimmed.

The largest buyer was Pallas Capital Advisors, opening a new position worth an estimated $5.25M. The largest seller was Commonwealth Equity Services, exiting entirely with an estimated $5.34M sold.

  • 24 institutional investors held Innovator U.S. Small Cap 10 Buffer ETF - Quarterly (RBUF) as of Q1 2025, up from 15 in Q4 2024.
  • Funds reported $24.3M of Innovator U.S. Small Cap 10 Buffer ETF - Quarterly stock for Q1 2025, up 79% quarter-over-quarter.
  • 12 funds opened new Innovator U.S. Small Cap 10 Buffer ETF - Quarterly positions in Q1 2025 and 3 closed out, a net change of +9 holders.
  • The largest Innovator U.S. Small Cap 10 Buffer ETF - Quarterly buyer in Q1 2025 was Pallas Capital Advisors, an estimated $5.25M added.
  • The largest Innovator U.S. Small Cap 10 Buffer ETF - Quarterly seller in Q1 2025 was Commonwealth Equity Services, an estimated $5.34M sold.

Based on aggregated 13F filings for Q1 2025.