September Resets Drive Buffer ETF Inflows as Innovator’s BSEP Leads the Pack

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Weekly Channel Summary

The Buffer ETF channel, encompassing 539 funds from 21 issuers, holds a total of $99.06 billion in assets under management. Investors added a net $466 million to the category over the past week, contributing to strong year-to-date inflows of $12.38 billion. Over the last twelve months, the channel has attracted a total of $16.47 billion in new assets.

This Week’s Performance Leaders and Laggards

Performance across the Buffer channel was broadly negative this week amid wider market declines. Equity-based strategies, which constitute the vast majority of the category, were the best relative performers with a modest loss of 0.30%. On the other end of the spectrum, Fixed Income buffer funds fell by 1.04% for the week. Year-to-date, Equity funds remain positive with a 7.94% gain, while Crypto strategies have struggled, posting a 6.70% loss.

Analyzing the Weekly Flows

Buffer ETFs attracted a net $466 million in new capital this week, with nearly all flows directed towards equity-based products. Strategies with a September outcome period were the primary beneficiaries, gathering $276 million as investors positioned for the new monthly reset. Laddered strategies also saw continued demand, pulling in $99 million. Conversely, funds with October and December reset dates experienced the largest collective outflows for the week.

Flows by Asset Class

Asset Class Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Equity 516 $98.84B $468M $1,724M $5,016M $12,432M $16,486M
Fixed Income 2 $13M $0M -$5M -$12M -$19M -$35M
Commodity 1 $54M $0M $3M $5M $2M $6M
Crypto 20 $157M -$2M -$15M -$28M -$37M $10M

Flows by Outcome Period / Strategy

Outcome Period / Strategy Fund Count AUM 5 Day 30 Day 90 Day YTD 1 Year
Buffer Reset: September 30 $5.80B $276M $697M $587M -$56M $689M
Buffer Reset: Laddered 29 $18.73B $99M $472M $1,496M $3,624M $4,724M
Buffer Reset: Quarterly 42 $9.22B $46M $176M $794M $2,159M $3,160M
Buffer Reset: August 35 $4.80B $38M $663M $824M $341M $333M
Buffer Reset: July 54 $7.06B $22M $216M $1,305M $618M $119M
Buffer Reset: June 40 $6.44B $5M -$136M $859M $2,017M $1,728M
Buffer Reset: November 26 $4.08B $4M -$46M -$269M -$424M $720M
Buffer Reset: Semi-Annually 10 $1.20B $4M $10M $35M $32M -$94M
Buffer Reset: February 25 $4.90B $3M -$24M -$55M $1,027M $556M
Buffer Reset: January 44 $7.01B $3M -$43M -$309M $1,137M $818M
Buffer Reset: Dynamic 1 $40M $0M $1M $2M -$3M -$1M
Buffer Reset: Daily 4 $10M -$0M $1M $2M $5M -$1M
Buffer Reset: April 45 $5.67B -$1M $25M $167M $702M $540M
Buffer Reset: May 34 $4.99B -$1M -$67M $117M $1,830M $1,692M
Buffer Reset: March 31 $5.04B -$7M -$113M -$106M $472M $334M
Buffer Reset: Dynamic 11 $2.35B -$8M $15M $165M $384M $627M
Buffer Reset: December 34 $6.18B -$8M -$81M -$370M -$384M -$81M
Buffer Reset: October 44 $5.53B -$9M -$59M -$263M -$1,102M $605M

Top & Bottom 5 ETFs by 5-Day Flow

The Innovator U.S. Equity Buffer ETF – September (BSEP) was the standout leader, attracting $151 million in new assets. Its counterpart, the Innovator U.S. Equity Power Buffer ETF – September (PSEP), also saw significant interest with $68 million in inflows. On the other side of the ledger, AB Conservative Buffer ETF (BUFC) and MRP SynthEquity ETF (SNTH) led redemptions, shedding $9 million and $8 million, respectively.

Ticker Fund Name 5-Day Flow
Inflows
BSEP Innovator U.S. Equity Buffer ETF – September $151M
PSEP Innovator U.S. Equity Power Buffer ETF – September $68M
BUFR FT Vest Laddered Buffer ETF $64M
BALT Innovator Defined Wealth Shield ETF $30M
ZSEP Innovator Equity Defined Protection ETF – 1 Yr September $17M
Outflows
BUFC AB Conservative Buffer ETF -$9M
SNTH MRP SynthEquity ETF -$8M
PDEC Innovator U.S. Equity Power Buffer ETF – December -$7M
DLMY FT Vest U.S. Equity Dual Directional Buffer ETF – May -$6M
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November -$6M

Issuer League Table Update

The Buffer ETF market remains dominated by two primary issuers, with FT Vest controlling a 48.8% market share and Innovator holding 36.6%. This week, Innovator led all issuers in asset gathering, pulling in a net $285 million. FT Vest also had a strong week, attracting $168 million in new capital. AB Funds experienced the largest net outflows among issuers, with redemptions totaling $9 million.

Top 5 Issuers by AUM

Issuer Fund Count AUM AUM Market Share
FT Vest 122 $48.32B 48.77%
Innovator 162 $36.25B 36.59%
Allianz 59 $5.96B 6.02%
PGIM 47 $1.76B 1.78%
AB Funds 3 $1.65B 1.67%

Top & Bottom 3 Issuers by 5-Day Flow

Issuer 5-Day Flow
Inflows
Innovator $285M
FT Vest $168M
Allianz $9M
Outflows
AB Funds -$9M
Measured Risk Portfolios -$8M
ProShares $0M

For a deeper dive into these trends, access our FREE, in-depth Buffer ETF reports in the right side panel of this page.

Disclosures

This material is for informational purposes only and should not be considered investment advice. All investments, including ETFs, involve risk, including the possible loss of principal. Investors should consider their investment objectives, risks, charges, and expenses carefully before investing.

This analysis was developed by the team at ETF Action. We leverage advanced AI tools to assist in the drafting and refinement of our content, based on our expert prompts, direction, and final review.