BFEB icon

Innovator US Equity Buffer ETF February
BFEB

Overview Fund Activity

87 hedge funds and large institutions have $175M invested in Innovator US Equity Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
87
Holders Change
+12
Holders Change %
+16%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
18
Increased
41
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$76.5M
2
BCM
2
Brookstone Capital Management
Illinois
$9.53M
3
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$3.79M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.37M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.92M

Top Sellers

1
VBFP
1
Valtinson Bruner Financial Planning
Minnesota
$2.36M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$1.65M
3
Goldman Sachs
3
Goldman Sachs
New York
$0
4
Jane Street
4
Jane Street
New York
$0
5
Citadel Advisors
5
Citadel Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GI
1
Gradient Investments
Minnesota
$76.5M 1,946,304 +1,945,870 +448,357%
BCM
2
Brookstone Capital Management
Illinois
$9.53M 242,513 +227,546 +1,520%
PCM
3
Penserra Capital Management
California
$8.97M 228,444 +61,854 +37%
Osaic Holdings
4
Osaic Holdings
Arizona
$5.04M 128,389 +31,815 +33%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.92M 125,273 +71,557 +133%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$3.79M 96,608 +77,034 +394%
HighTower Advisors
7
HighTower Advisors
Illinois
$3.73M 95,074 +11,565 +14%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.37M 85,889 +74,469 +652%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.07M 78,267 +48,449 +162%
MPCL
10
My Personal CFO LLC
Washington
$2.95M 75,125 +6,625 +10%
William Blair & Company
11
William Blair & Company
Illinois
$2.91M 73,979 +2,027 +3%
BA
12
Bellwether Advisors
Nebraska
$2.68M 68,241 +26,856 +65%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$2.65M 67,514 +21,575 +47%
FFA
14
Fragasso Financial Advisors
Pennsylvania
$2.61M 66,532 +183 +0.3%
VBFP
15
Valtinson Bruner Financial Planning
Minnesota
$2.36M 60,091 -24,696 -29%
CA
16
Cetera Advisors
Colorado
$2.01M 51,157 +2,208 +5%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.65M 42,021 -20,239 -33%
BBPWM
18
Blue Bell Private Wealth Management
Pennsylvania
$1.5M 38,086 +456 +1%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.47M 37,491 +37,491 New
DFA
20
DHJJ Financial Advisors
Illinois
$1.45M 36,953 +324 +0.9%
LNC
21
Lincoln National Corp
Pennsylvania
$1.42M 36,150 +3,685 +11%
CA
22
CoreCap Advisors
Michigan
$1.33M 33,822 +19,290 +133%
BPA
23
Beacon Pointe Advisors
California
$1.3M 33,083 +8,663 +35%
TC
24
TownSquare Capital
Utah
$1.27M 32,430 +14,105 +77%
MIM
25
Macroview Investment Management
Maryland
$1.25M 31,821 +31,821 New
1
2 3 4