Innovator US Equity Buffer ETF February
BFEB
20 hedge funds and large institutions have $14.3M invested in Innovator US Equity Buffer ETF February in 2020 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 2 increasing their positions, 5 reducing their positions, and 7 closing their positions.
14% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 7
6% more capital invested
Capital invested by funds: $13.5M → $14.3M (+$868K)
5% more funds holding
Funds holding: 19 → 20 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3.76% less ownership
Funds ownership: 41.53% → 37.77% (-3.8%)
60% less repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 5
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.03M |
| 2 |
SMC
Smith, Moore & Co
Clayton,
Missouri
|
+$801K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$518K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$489K |
| 5 |
IA
IFP Advisors
Tampa,
Florida
|
+$303K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
-$2.22M |
| 2 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$471K |
| 3 |
SS
Sunbelt Securities
Houston,
Texas
|
-$303K |
| 4 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$276K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$261K |
BFEB Hedge Fund Activity: Q3 2020 in Review
20 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q3 2020, worth a combined $14.3M — up 6.4% from $13.5M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BFEB positions and 7 closed out — a net gain of 1 holder — while 2 added to existing stakes and 5 trimmed.
The largest buyer was Old Mission Capital, opening a new position worth an estimated $1.03M. The largest seller was Personal CFO Solutions, exiting entirely with an estimated $2.22M sold.
- 20 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q3 2020, up from 19 in Q2 2020.
- Funds reported $14.3M of Innovator US Equity Buffer ETF February stock for Q3 2020, up 6.4% quarter-over-quarter.
- 8 funds opened new Innovator US Equity Buffer ETF February positions in Q3 2020 and 7 closed out, a net change of +1 holder.
- The largest Innovator US Equity Buffer ETF February buyer in Q3 2020 was Old Mission Capital, an estimated $1.03M added.
- The largest Innovator US Equity Buffer ETF February seller in Q3 2020 was Personal CFO Solutions, an estimated $2.22M sold.
Based on aggregated 13F filings for Q3 2020.