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Innovator US Equity Buffer ETF February
BFEB

Overview Fund Activity

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.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.26%
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

1
GI
1
Gradient Investments
Minnesota
$76.5M
2
BCM
2
Brookstone Capital Management
Illinois
$9.53M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.79M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.37M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.92M

Top Sellers

1
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.36M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
51
OneDigital Investment Advisors
Kansas
$392K 9,989 -466 -4%
SPC
52
Sigma Planning Corp
Michigan
$383K 9,750 +9,750 New
CFS
53
CRA Financial Services
New Jersey
$371K 9,448 +9,448 New
SWA
54
Stratos Wealth Advisors
Ohio
$358K 9,116 +9,116 New
VFPW
55
Vantage Financial Partners (Wisconsin)
Wisconsin
$356K 9,057 +3,259 +56%
TF
56
Trek Financial
Arizona
$354K 9,012 +9,012 New
CPIG
57
Chicago Partners Investment Group
Illinois
$320K 8,279 – –
PA
58
PFG Advisors
Arizona
$311K 7,925 +7,925 New
FFN
59
Focus Financial Network
Minnesota
$299K 7,786 +7,786 New
CVA
60
Central Valley Advisors
California
$288K 7,341 -937 -11%
NFG
61
Nations Financial Group
Iowa
$279K 7,114 +1,560 +28%
OCM
62
Orion Capital Management
California
$263K 6,700 -500 -7%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
$258K 6,572 +6,572 New
GTAM
64
Global Trust Asset Management
Florida
$253K 6,450 +3,950 +158%
JWBC
65
John W. Brooker & Co
California
$251K 6,400 +6,400 New
BA
66
Bluesphere Advisors
Pennsylvania
$244K 6,200 – –
EWA
67
Evolution Wealth Advisors
Florida
$219K 5,580 – –
BAM
68
Belpointe Asset Management
Nevada
$214K 5,458 +5,458 New
DI
69
Diligent Investors
California
$211K 5,375 +5,375 New
CG
70
Castellan Group
Kentucky
$205K 5,220 +5,220 New
LFG
71
Larson Financial Group
Missouri
$160K 4,070 – –
AIC
72
Archer Investment Corporation
Indiana
$157K 4,000 – –
CFD
73
Creative Financial Designs
Indiana
$88.4K 2,250 +1,000 +80%
SWM
74
Spire Wealth Management
Virginia
$81.1K 2,065 – –
SWM
75
Sugarloaf Wealth Management
Georgia
$77.4K 1,970 +203 +11%
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