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Innovator US Equity Buffer ETF February
BFEB

Overview Fund Activity

73 hedge funds and large institutions have $65.4M invested in Innovator US Equity Buffer ETF February in 2023 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
73
Holders Change
-2
Holders Change %
-2.67%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
13
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$5.49M
2
PCM
2
Penserra Capital Management
California
$4.71M
3
TC
3
TownSquare Capital
Utah
$538K
4
OMC
4
Old Mission Capital
Illinois
$814K
5
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$1.26M

Top Sellers

1
GI
1
Gradient Investments
Minnesota
$14.5K
2
BCM
2
Brookstone Capital Management
Illinois
$551K
3
SFG
3
Steward Financial Group
Texas
$138K
4
SPC
4
Sigma Planning Corp
Michigan
$269K
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$2.65M
Name Market Value Shares Shares
Change 		Shares
Change %
AGA
1
Accuvest Global Advisors
Utah
$6.04M 181,207 -13,338 -7%
Osaic Holdings
2
Osaic Holdings
Arizona
$5.49M 164,661 +60,372 +58%
PCM
3
Penserra Capital Management
California
$4.71M 141,468 +42,903 +44%
Mariner
4
Mariner
Kansas
$4.07M 122,253 +4,719 +4%
VBFP
5
Valtinson Bruner Financial Planning
Minnesota
$2.85M 85,581 -600 -0.7%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.8M 84,169 +741 +0.9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.65M 79,665 -26,951 -25%
William Blair & Company
8
William Blair & Company
Illinois
$2.4M 71,952 – –
MPCL
9
My Personal CFO LLC
Washington
$2.28M 68,500 – –
FFA
10
Fragasso Financial Advisors
Pennsylvania
$2.21M 66,349 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.82M 54,487 -4,736 -8%
CA
12
Cetera Advisors
Colorado
$1.77M 53,207 -16,364 -24%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$1.64M 49,102 +14 +0%
MA
14
Mutual Advisors
Nebraska
$1.63M 48,873 +2,184 +5%
BA
15
Bellwether Advisors
Nebraska
$1.38M 41,385 – –
BBPWM
16
Blue Bell Private Wealth Management
Pennsylvania
$1.26M 37,788 +12,281 +48%
DFA
17
DHJJ Financial Advisors
Illinois
$1.24M 37,073 -1,879 -5%
LNC
18
Lincoln National Corp
Pennsylvania
$1.06M 31,785 -680 -2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$1.02M 30,550 -686 -2%
BPA
20
Beacon Pointe Advisors
California
$1.01M 30,301 -872 -3%
MML Investors Services
21
MML Investors Services
Massachusetts
$964K 28,927 +94 +0.3%
BMM
22
Berkshire Money Management
Massachusetts
$890K 26,720 – –
IIA
23
Integral Investment Advisors
California
$815K 24,475 – –
OMC
24
Old Mission Capital
Illinois
$814K 24,420 +13,655 +127%
CAN
25
Cetera Advisor Networks
California
$786K 23,600 -137 -0.6%
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