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Innovator US Equity Buffer ETF February
BFEB

87 hedge funds and large institutions have $175M invested in Innovator US Equity Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

198% more capital invested

Capital invested by funds: $58.8M → $175M (+$117M)

193% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 14

16.8% more ownership

Funds ownership: 62.18% → 78.98% (+17%)

16% more funds holding

Funds holding: 75 → 87 (+12)

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
41
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$74M
2
BCM
Brookstone Capital Management
Illinois
+$8.65M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.93M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.83M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.72M

Top Sellers

Rank Fund Capital Flow
1
VBFP
Valtinson Bruner Financial Planning
Minnesota
-$939K
2
Goldman Sachs
Goldman Sachs
New York
-$779K
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$770K
4
Jane Street
Jane Street
New York
-$574K
5
Citadel Advisors
Citadel Advisors
Florida
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$1.17M -$112K -2,949 -9%
CAN
27
Cetera Advisor Networks
California
$1.13M +$198K +5,213 +22%
Cerity Partners
28
Cerity Partners
New York
$1.12M +$388K +10,213 +56%
BWM
29
BCS Wealth Management
Tennessee
$1.08M +$507K +13,324 +93%
FA
30
FSA Advisors
Michigan
$1.06M -$15.6K -409 -1%
BMM
31
Berkshire Money Management
Massachusetts
$1.05M – – –
KAS
32
Kestra Advisory Services
Texas
$1,000K +$968K +25,447 New
IIA
33
Integral Investment Advisors
California
$941K -$19.5K -513 -2%
MML Investors Services
34
MML Investors Services
Massachusetts
$929K -$187K -4,915 -17%
SCA
35
Snowden Capital Advisors
New York
$772K +$147K +3,870 +25%
LPL Financial
36
LPL Financial
California
$737K +$484K +12,723 +210%
FNWA
37
Financial Network Wealth Advisors
Utah
$681K +$659K +17,342 New
RA
38
RFG Advisory
Alabama
$652K +$410K +10,787 +185%
PIAS
39
PCA Investment Advisory Services
Ohio
$638K +$253K +6,644 +69%
FCFC
40
First Commonwealth Financial Corp
Pennsylvania
$625K +$605K +15,909 New
PS
41
Principal Securities
Iowa
$560K +$111K +2,924 +26%
LF
42
Lantz Financial
Illinois
$547K +$142K +3,743 +37%
VWA
43
Visionary Wealth Advisors
Illinois
$530K -$34.3K -903 -6%
AAP
44
Arax Advisory Partners
Colorado
$524K +$53.8K +1,415 +12%
ASN
45
Advisory Services Network
Georgia
$513K +$377K +9,901 +313%
SB
46
Strategic Blueprint
Georgia
$503K +$153K +4,034 +46%
AWM
47
AE Wealth Management
Kansas
$500K +$484K +12,739 New
OWA
48
Outlook Wealth Advisors
Texas
$483K +$88.8K +2,336 +23%
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$452K -$173K -4,557 -28%
BWM
50
BCGM Wealth Management
Indiana
$393K – – –
1
2
3 4

BFEB Hedge Fund Activity: Q1 2024 in Review

87 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q1 2024, worth a combined $175M — up 198% from $58.8M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new BFEB positions and 6 closed out — a net gain of 12 holders — while 41 added to existing stakes and 14 trimmed.

The largest buyer was Gradient Investments, adding an estimated $74M. The largest seller was Valtinson Bruner Financial Planning, cutting an estimated $939K.

  • 87 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q1 2024, up from 75 in Q4 2023.
  • Funds reported $175M of Innovator US Equity Buffer ETF February stock for Q1 2024, up 198% quarter-over-quarter.
  • 18 funds opened new Innovator US Equity Buffer ETF February positions in Q1 2024 and 6 closed out, a net change of +12 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $74M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q1 2024 was Valtinson Bruner Financial Planning, an estimated $939K sold.

Based on aggregated 13F filings for Q1 2024.