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Innovator US Equity Buffer ETF February
BFEB

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: 89 → 92 (+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
–

Top Buyers

Rank Fund Capital Flow
1
SCA
Stuart Chaussee & Associates
California
+$65.8M
2
BMM
Berkshire Money Management
Massachusetts
+$14.4M
3
BCM
Brookstone Capital Management
Illinois
+$1.5M
4
Osaic Holdings
Osaic Holdings
Arizona
+$1.32M
5
KAS
Kestra Advisory Services
Texas
+$541K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$6.92M
2
WP
WealthPLAN Partners
Nebraska
-$3.55M
3
William Blair & Company
William Blair & Company
Illinois
-$2.48M
4
PCM
Penserra Capital Management
California
-$1.13M
5
TC
TownSquare Capital
Utah
-$969K
Name Holding Trade Value Shares
Change 		Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$378K -$1.94K -46 -0.5%
Citadel Advisors
52
Citadel Advisors
Florida
$375K +$354K +8,401 New
SPC
53
Sigma Planning Corp
Michigan
$346K -$55.4K -1,315 -15%
ASN
54
Advisory Services Network
Georgia
$342K – – –
CA
55
CoreCap Advisors
Michigan
$339K -$3.29K -78 -1%
CVA
56
Central Valley Advisors
California
$328K – – –
NFG
57
Nations Financial Group
Iowa
$320K +$302K +7,161 New
KWS
58
Keystone Wealth Services
California
$308K +$291K +6,900 New
ATPW
59
Ashton Thomas Private Wealth
Arizona
$300K +$169 +4 +0.1%
WP
60
WealthPLAN Partners
Nebraska
$296K -$3.55M -84,324 -93%
CPIG
61
Chicago Partners Investment Group
Illinois
$292K -$13.1K -311 -5%
AWM
62
Accurate Wealth Management
Florida
$288K -$31.9K -756 -11%
OMC
63
Old Mission Capital
Illinois
$286K +$270K +6,396 New
OCM
64
Orion Capital Management
California
$277K -$4.21K -100 -2%
BA
65
Bluesphere Advisors
Pennsylvania
$277K – – –
TWM
66
Tradition Wealth Management
Minnesota
$273K +$258K +6,112 New
PWMG
67
Pinnacle Wealth Management Group
Michigan
$237K – – –
VFPW
68
Vantage Financial Partners (Wisconsin)
Wisconsin
$228K +$215K +5,097 New
AQR Capital Management
69
AQR Capital Management
Connecticut
$201K +$190K +4,497 New
AIC
70
Archer Investment Corporation
Indiana
$179K – – –
JP Morgan Chase
71
JP Morgan Chase
New York
$166K -$59.2K -1,404 -27%
AF
72
Advisornet Financial
Minnesota
$158K – – –
IA
73
IFP Advisors
Florida
$156K +$53.9K +1,278 +57%
GTAM
74
Global Trust Asset Management
Florida
$156K – – –
Barclays
75
Barclays
United Kingdom
$149K +$115K +2,729 +453%
1 2
3
4

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.