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Innovator US Equity Buffer ETF February

92 hedge funds and large institutions have $213M invested in Innovator US Equity Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $129M → $213M (+$83.9M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

34.18% more ownership

Funds ownership: 67.69%101.87% (+34%)

3% more funds holding

Funds holding: 8992 (+3)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.12M +$123K +2,916 +13%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.1M -$113K -2,674 -10%
AWA
28
Arkadios Wealth Advisors
Georgia
$967K +$17.4K +414 +2%
William Blair & Company
29
William Blair & Company
Illinois
$831K -$2.48M -58,875 -76%
SB
30
Strategic Blueprint
Georgia
$815K +$150K +3,558 +24%
BWM
31
BCS Wealth Management
Tennessee
$788K -$175K -4,146 -19%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$787K -$43.3K -1,028 -6%
LF
33
Lantz Financial
Illinois
$734K
WCG
34
Weaver Consulting Group
California
$694K +$211K +5,000 +47%
SWM
35
Spire Wealth Management
Virginia
$660K -$61.1K -1,450 -9%
PS
36
Principal Securities
Iowa
$641K +$88.5K +2,100 +17%
TSW
37
Three Seasons Wealth
Utah
$603K
FCFC
38
First Commonwealth Financial Corp
Pennsylvania
$601K -$6.49K -154 -1%
OWA
39
Outlook Wealth Advisors
Texas
$600K -$13.3K -316 -2%
AWM
40
AE Wealth Management
Kansas
$575K
AAP
41
Arax Advisory Partners
Colorado
$561K -$26.8K -636 -5%
SWP
42
Sagespring Wealth Partners
Tennessee
$528K +$498K +11,826 New
SCA
43
Snowden Capital Advisors
New York
$514K +$72.1K +1,710 +17%
TF
44
Trek Financial
Arizona
$502K
CFS
45
CRA Financial Services
New Jersey
$480K
OIA
46
OneDigital Investment Advisors
Kansas
$427K
MOS
47
MGO One Seven
Ohio
$409K +$386K +9,155 New
VWA
48
Visionary Wealth Advisors
Illinois
$400K -$26.1K -620 -6%
AWS
49
Atria Wealth Solutions
New York
$391K +$368K +8,728 New
FFN
50
Focus Financial Network
Minnesota
$386K

BFEB Hedge Fund Activity: Q2 2025 in Review

92 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q2 2025, worth a combined $213M — up 65% from $129M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BFEB positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Stuart Chaussee & Associates, adding an estimated $65.8M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.92M.

  • 92 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $213M of Innovator US Equity Buffer ETF February stock for Q2 2025, up 65% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF February positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q2 2025 was Stuart Chaussee & Associates, an estimated $65.8M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q2 2025 was WealthPlan Investment Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q2 2025.