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Innovator US Equity Buffer ETF February

78 hedge funds and large institutions have $81.6M invested in Innovator US Equity Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,500% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 2

96% more capital invested

Capital invested by funds: $41.6M → $81.6M (+$40M)

59% more funds holding

Funds holding: 4978 (+29)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

8.59% more ownership

Funds ownership: 60.11%68.71% (+8.6%)

Holders
78
Holders Change
+29
Holders Change %
+59.18%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
21
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
26
Integral Investment Advisors
California
$823K -$2.03K -65 -0.3%
CAN
27
Cetera Advisor Networks
California
$823K +$198K +6,352 +33%
BBPWM
28
Blue Bell Private Wealth Management
Pennsylvania
$816K +$311K +9,957 +64%
BWM
29
BCS Wealth Management
Tennessee
$730K +$211K +6,745 +42%
Cerity Partners
30
Cerity Partners
New York
$702K -$1.09M -34,940 -61%
KF
31
Krilogy Financial
Missouri
$699K +$682K +21,860 New
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$664K +$165K +5,281 +34%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$603K +$589K +18,857 New
CPIG
34
Chicago Partners Investment Group
Illinois
$589K +$264K +8,463 +86%
VWA
35
Visionary Wealth Advisors
Illinois
$588K +$249K +7,992 +77%
EWA
36
Evolution Wealth Advisors
Florida
$558K +$544K +17,430 New
MML Investors Services
37
MML Investors Services
Massachusetts
$527K +$514K +16,475 New
CW
38
CreativeOne Wealth
Kansas
$505K +$150K +4,795 +44%
Jane Street
39
Jane Street
New York
$463K +$452K +14,489 New
OMC
40
Old Mission Capital
Illinois
$436K -$365K -11,678 -46%
AAP
41
Arax Advisory Partners
Colorado
$429K -$6.59K -211 -2%
VFPW
42
Vantage Financial Partners (Wisconsin)
Wisconsin
$395K +$386K +12,364 New
SOS
43
Silver Oak Securities
Tennessee
$375K +$366K +11,737 New
OIA
44
OneDigital Investment Advisors
Kansas
$357K +$348K +11,155 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$355K +$347K +11,105 New
KAS
46
Kestra Advisory Services
Texas
$350K -$15.1K -483 -4%
LF
47
Lantz Financial
Illinois
$326K +$318K +10,194 New
BWM
48
BCGM Wealth Management
Indiana
$320K +$312K +10,000 New
OWA
49
Outlook Wealth Advisors
Texas
$319K +$311K +9,972 New
PIAS
50
PCA Investment Advisory Services
Ohio
$292K +$285K +9,130 New

BFEB Hedge Fund Activity: Q1 2023 in Review

78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q1 2023, worth a combined $81.6M — up 96% from $41.6M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new BFEB positions and 2 closed out — a net gain of 30 holders — while 21 added to existing stakes and 19 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $11.2M. The largest seller was Cerity Partners, cutting an estimated $1.09M.

  • 78 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q1 2023, up from 49 in Q4 2022.
  • Funds reported $81.6M of Innovator US Equity Buffer ETF February stock for Q1 2023, up 96% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Buffer ETF February positions in Q1 2023 and 2 closed out, a net change of +30 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q1 2023 was Gradient Investments, an estimated $11.2M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q1 2023 was Cerity Partners, an estimated $1.09M sold.

Based on aggregated 13F filings for Q1 2023.