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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
AC
76
AlphaCore Capital
California
$134K – – –
CFD
77
Creative Financial Designs
Indiana
$132K – – –
FNWA
78
Financial Network Wealth Advisors
Utah
$126K – – –
HI
79
Harbour Investments
Wisconsin
$115K +$25.8K +613 +31%
CAL
80
Capital Analysts LLC
Pennsylvania
$103K – – –
NA
81
NewEdge Advisors
Louisiana
$77K -$421 -10 -0.6%
WP
82
WealthShield Partners
North Carolina
$71.4K – – –
IF
83
Integrity Financial
Wyoming
$50.6K -$7.63K -181 -14%
SPIA
84
Steward Partners Investment Advisory
New York
$49.5K – – –
OP
85
ORG Partners
Indiana
$26.8K – – –
NSG
86
Nalls Sherbakoff Group
Tennessee
$23.7K – – –
LFG
87
Larson Financial Group
Missouri
$21.2K – – –
JFG
88
JDM Financial Group
Texas
$20.1K – – –
LWMI
89
Legacy Wealth Management (Idaho)
Idaho
$7.37K – – –
LIS
90
Legacy Investment Solutions
Idaho
$7.37K +$6.95K +165 New
WTFG
91
Wood Tarver Financial Group
Idaho
$3K – – –
CIAS
92
Capital Investment Advisory Services
North Carolina
$1.12K – – –
TC
93
TownSquare Capital
Utah
– -$969K -23,324 Closed
RA
94
RFG Advisory
Alabama
– -$512K -12,323 Closed
Jane Street
95
Jane Street
New York
– -$375K -9,035 Closed
JWBC
96
John W. Brooker & Co
California
– -$346K -8,320 Closed
BAM
97
Belpointe Asset Management
Nevada
– -$227K -5,458 Closed
GI
98
Gradient Investments
Minnesota
– -$207K -4,992 Closed
CCM
99
Coldstream Capital Management
Washington
– -$130K -3,136 Closed
UBS Group
100
UBS Group
Switzerland
– -$9.93K -239 Closed
1 2 3
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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.