We are live on ! Find out more
BFEB icon

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
OIA
51
OneDigital Investment Advisors
Kansas
$392K -$17.7K -466 -4%
SPC
52
Sigma Planning Corp
Michigan
$383K +$371K +9,750 New
CFS
53
CRA Financial Services
New Jersey
$371K +$359K +9,448 New
SWA
54
Stratos Wealth Advisors
Ohio
$358K +$347K +9,116 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$356K +$124K +3,259 +56%
TF
56
Trek Financial
Arizona
$354K +$343K +9,012 New
CPIG
57
Chicago Partners Investment Group
Illinois
$320K – – –
PA
58
PFG Advisors
Arizona
$311K +$301K +7,925 New
FFN
59
Focus Financial Network
Minnesota
$299K +$296K +7,786 New
CVA
60
Central Valley Advisors
California
$288K -$35.6K -937 -11%
NFG
61
Nations Financial Group
Iowa
$279K +$59.3K +1,560 +28%
OCM
62
Orion Capital Management
California
$263K -$19K -500 -7%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$258K +$250K +6,572 New
GTAM
64
Global Trust Asset Management
Florida
$253K +$150K +3,950 +158%
JWBC
65
John W. Brooker & Co
California
$251K +$243K +6,400 New
BA
66
Bluesphere Advisors
Pennsylvania
$244K – – –
EWA
67
Evolution Wealth Advisors
Florida
$219K – – –
BAM
68
Belpointe Asset Management
Nevada
$214K +$208K +5,458 New
DI
69
Diligent Investors
California
$211K +$204K +5,375 New
CG
70
Castellan Group
Kentucky
$205K +$199K +5,220 New
LFG
71
Larson Financial Group
Missouri
$160K – – –
AIC
72
Archer Investment Corporation
Indiana
$157K – – –
CFD
73
Creative Financial Designs
Indiana
$88.4K +$38K +1,000 +80%
SWM
74
Spire Wealth Management
Virginia
$81.1K – – –
SWM
75
Sugarloaf Wealth Management
Georgia
$77.4K +$7.72K +203 +11%
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.