Innovator US Equity Buffer ETF February
BFEB
78 hedge funds and large institutions have $81.6M invested in Innovator US Equity Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 2 closing their positions.
1,500% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 2
96% more capital invested
Capital invested by funds: $41.6M → $81.6M (+$40M)
59% more funds holding
Funds holding: 49 → 78 (+29)
11% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 19
8.59% more ownership
Funds ownership: 60.11% → 68.71% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$11.2M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
+$5.98M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$3.35M |
| 4 |
William Blair & Company
Chicago,
Illinois
|
+$2.25M |
| 5 |
MPCL
My Personal CFO LLC
Vancouver,
Washington
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$1.09M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$663K |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$365K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
-$325K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$295K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
Sunbelt Securities
Houston,
Texas
| $7.91K | -$228K | -7,320 | -97% |
|
77
1832 Asset Management
Toronto,
Ontario, Canada
| $6.4K | – | – | – |
|
78
Commonwealth Equity Services
Waltham,
Massachusetts
| $1.89K | +$516K | +16,545 | +39% |
|
|
AWM
79
AE Wealth Management
Topeka,
Kansas
| – | -$295K | -9,841 | Closed |
|
|
LS
80
Leelyn Smith
Geneva,
Illinois
| – | -$13.5K | -450 | Closed |
|
BFEB Hedge Fund Activity: Q1 2023 in Review
78 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q1 2023, worth a combined $81.6M — up 96% from $41.6M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new BFEB positions and 2 closed out — a net gain of 30 holders — while 21 added to existing stakes and 19 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $11.2M. The largest seller was Cerity Partners, cutting an estimated $1.09M.
- 78 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q1 2023, up from 49 in Q4 2022.
- Funds reported $81.6M of Innovator US Equity Buffer ETF February stock for Q1 2023, up 96% quarter-over-quarter.
- 32 funds opened new Innovator US Equity Buffer ETF February positions in Q1 2023 and 2 closed out, a net change of +30 holders.
- The largest Innovator US Equity Buffer ETF February buyer in Q1 2023 was Gradient Investments, an estimated $11.2M added.
- The largest Innovator US Equity Buffer ETF February seller in Q1 2023 was Cerity Partners, an estimated $1.09M sold.
Based on aggregated 13F filings for Q1 2023.