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Innovator US Equity Buffer ETF February
BFEB

77 hedge funds and large institutions have $83.5M invested in Innovator US Equity Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 3 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.33% more ownership

Funds ownership: 66.03% → 67.36% (+1.3%)

5% less capital invested

Capital invested by funds: $88.1M → $83.5M (-$4.55M)

8% less funds holding

Funds holding: 84 → 77 (-7)

46% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 13

92% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 37

Holders
77
Holders Change
-7
Holders Change %
-8.33%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
3
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.02M
2
Jane Street
Jane Street
New York
+$558K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$526K
4
TSS
Two Sigma Securities
New York
+$420K
5
CW
CreativeOne Wealth
Kansas
+$335K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$903K
2
FNWA
Financial Network Wealth Advisors
Utah
-$643K
3
FFA
Fragasso Financial Advisors
Pennsylvania
-$614K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$610K
5
JP Morgan Chase
JP Morgan Chase
New York
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
76
Barclays
United Kingdom
$4.31K -$2.04K -48 -32%
WTFG
77
Wood Tarver Financial Group
Idaho
$2K +$2.26K +53 New
MFS
78
Mattson Financial Services
Michigan
– -$570K -14,017 Closed
BWM
79
BCGM Wealth Management
Indiana
– -$420K -10,000 Closed
CB
80
Chris Bulman
California
– -$391K -9,315 Closed
NFG
81
Nations Financial Group
Iowa
– -$297K -7,090 Closed
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
– -$276K -6,572 Closed
JWBC
83
John W. Brooker & Co
California
– -$269K -6,400 Closed
Goldman Sachs
84
Goldman Sachs
New York
– -$219K -5,209 Closed
DI
85
Diligent Investors
California
– -$216K -5,151 Closed
UBS Group
86
UBS Group
Switzerland
– -$143K -3,411 Closed
CPA
87
Clear Point Advisors
New York
– -$80.8K -1,925 Closed
WP
88
WealthShield Partners
North Carolina
– -$67.1K -1,600 Closed
AF
89
Allworth Financial
California
– -$27K -644 Closed
IA
90
IFP Advisors
Florida
– -$21K -500 Closed
1 2 3
4

BFEB Hedge Fund Activity: Q4 2024 in Review

77 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q4 2024, worth a combined $83.5M — down 5.2% from $88.1M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of BFEB and 7 opened new positions — a net loss of 6 holders — while 37 trimmed existing stakes and 3 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.02M. The largest seller was Citadel Advisors, cutting an estimated $903K.

  • 77 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q4 2024, down from 84 in Q3 2024.
  • Funds reported $83.5M of Innovator US Equity Buffer ETF February stock for Q4 2024, down 5.2% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Buffer ETF February positions in Q4 2024 and 13 closed out, a net change of -6 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $2.02M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q4 2024 was Citadel Advisors, an estimated $903K sold.

Based on aggregated 13F filings for Q4 2024.