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Innovator US Equity Buffer ETF February

41 hedge funds and large institutions have $50.5M invested in Innovator US Equity Buffer ETF February in 2021 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 10 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

187% more capital invested

Capital invested by funds: $17.6M → $50.5M (+$32.9M)

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

41% more funds holding

Funds holding: 2941 (+12)

12.5% more ownership

Funds ownership: 48.57%61.07% (+13%)

11% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 9

Holders
41
Holders Change
+12
Holders Change %
+41.38%
% of All Funds
0.72%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
20
Increased
10
Reduced
9
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$293K +$284K +10,100 New
BBPWM
27
Blue Bell Private Wealth Management
Pennsylvania
$285K +$277K +9,829 New
VWA
28
Visionary Wealth Advisors
Illinois
$269K +$261K +9,260 New
LNC
29
Lincoln National Corp
Pennsylvania
$248K +$8.44K +300 +4%
CPIG
30
Chicago Partners Investment Group
Illinois
$224K +$211K +7,510 New
WCG
31
Weaver Consulting Group
California
$219K -$12.9K -457 -6%
OCM
32
Orion Capital Management
California
$203K +$197K +7,000 New
AIC
33
Ameritas Investment Company
Nebraska
$185K -$30.2K -1,072 -14%
AIC
34
Archer Investment Corporation
Indiana
$174K +$155K +5,500 +1,100%
HI
35
Harbour Investments
Wisconsin
$110K +$106K +3,772 New
Morgan Stanley
36
Morgan Stanley
New York
$73K
IFAM
37
Institutional & Family Asset Management
Colorado
$19K +$18.1K +645 New
GTAM
38
Global Trust Asset Management
Florida
$15K
TWM
39
Tradition Wealth Management
Minnesota
$11K +$10.9K +387 New
NFG
40
Next Financial Group
Texas
$3K -$113 -4 -4%
BFC
41
Bedel Financial Consulting
Indiana
$3K +$2.93K +104 New
Citadel Advisors
42
Citadel Advisors
Florida
-$453K -16,637 Closed
SAG
43
Spotlight Asset Group
Illinois
-$305K -11,206 Closed
HF
44
HRT Financial
New York
-$257K -9,474 Closed
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
-$257K -9,465 Closed
HIA
46
Harbor Investment Advisory
Maryland
-$18K -660 Closed
JAWM
47
J. Arnold Wealth Management
Ohio
-$11K -400 Closed
UBS Group
48
UBS Group
Switzerland
-$6K -227 Closed

BFEB Hedge Fund Activity: Q1 2021 in Review

41 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q1 2021, worth a combined $50.5M — up 187% from $17.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BFEB positions and 7 closed out — a net gain of 13 holders — while 10 added to existing stakes and 9 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $11.2M. The largest seller was Smith, Moore & Co, cutting an estimated $1.17M.

  • 41 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q1 2021, up from 29 in Q4 2020.
  • Funds reported $50.5M of Innovator US Equity Buffer ETF February stock for Q1 2021, up 187% quarter-over-quarter.
  • 20 funds opened new Innovator US Equity Buffer ETF February positions in Q1 2021 and 7 closed out, a net change of +13 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q1 2021 was Berkshire Money Management, an estimated $11.2M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q1 2021 was Smith, Moore & Co, an estimated $1.17M sold.

Based on aggregated 13F filings for Q1 2021.