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Innovator US Equity Buffer ETF February

89 hedge funds and large institutions have $129M invested in Innovator US Equity Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 11

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

54% more capital invested

Capital invested by funds: $83.5M → $129M (+$45.2M)

16% more funds holding

Funds holding: 7789 (+12)

0.33% more ownership

Funds ownership: 67.36%67.69% (+0.33%)

Holders
89
Holders Change
+12
Holders Change %
+15.58%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
40
Reduced
11
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Brookstone Capital Management
Illinois
$23.3M +$23.4M +544,654 +3,228%
PCM
2
Penserra Capital Management
California
$17.3M +$2.62M +61,152 +17%
WIM
3
WealthPlan Investment Management
Nebraska
$8.03M +$8.29M +193,357 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.81M +$2.66M +62,035 +49%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.1M +$848K +19,766 +19%
WP
6
WealthPLAN Partners
Nebraska
$3.78M +$3.9M +90,955 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.69M +$2.38M +55,436 +166%
William Blair & Company
8
William Blair & Company
Illinois
$3.22M +$151K +3,517 +5%
MPCL
9
My Personal CFO LLC
Washington
$3.18M +$107K +2,500 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.97M +$297K +6,936 +11%
BA
11
Bellwether Advisors
Nebraska
$2.83M
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.81M +$75.4K +1,758 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$2.77M -$1.36M -31,807 -32%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$2.3M -$43K -1,004 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.21M +$1.27M +29,610 +126%
Cerity Partners
16
Cerity Partners
New York
$2.19M +$1.33M +30,992 +142%
BPA
17
Beacon Pointe Advisors
California
$2.13M +$994K +23,190 +82%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.87M -$142K -3,305 -7%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.56M +$105K +2,459 +7%
PIAS
20
PCA Investment Advisory Services
Ohio
$1.56M +$930K +21,691 +137%
FA
21
FSA Advisors
Michigan
$1.46M +$359K +8,384 +31%
DFA
22
DHJJ Financial Advisors
Illinois
$1.39M +$17.8K +414 +1%
IIA
23
Integral Investment Advisors
California
$1.29M +$301K +7,025 +29%
CB
24
Chris Bulman
California
$1.16M +$1.2M +28,025 New
KAS
25
Kestra Advisory Services
Texas
$1.16M -$15.3K -358 -1%

BFEB Hedge Fund Activity: Q1 2025 in Review

89 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q1 2025, worth a combined $129M — up 54% from $83.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BFEB positions and 7 closed out — a net gain of 14 holders — while 40 added to existing stakes and 11 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $23.4M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.6M sold.

  • 89 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q1 2025, up from 77 in Q4 2024.
  • Funds reported $129M of Innovator US Equity Buffer ETF February stock for Q1 2025, up 54% quarter-over-quarter.
  • 21 funds opened new Innovator US Equity Buffer ETF February positions in Q1 2025 and 7 closed out, a net change of +14 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q1 2025 was Brookstone Capital Management, an estimated $23.4M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q1 2025 was Susquehanna International Group, an estimated $1.6M sold.

Based on aggregated 13F filings for Q1 2025.