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Innovator US Equity Buffer ETF February
BFEB

Overview Fund Activity

88 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 20 funds opening new positions, 40 increasing their positions, 11 reducing their positions, and 7 closing their positions.

Holders
88
Holders Change
+11
Holders Change %
+14.29%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
40
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$23.3M
2
WIM
2
WealthPlan Investment Management
Nebraska
$8.03M
3
WP
3
WealthPLAN Partners
Nebraska
$3.78M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$7.81M
5
PCM
5
Penserra Capital Management
California
$17.3M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
MIM
2
Macroview Investment Management
Maryland
$0
3
Raymond James Financial
3
Raymond James Financial
Florida
$2.77M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$23.3M 561,526 +544,654 +3,228%
PCM
2
Penserra Capital Management
California
$17.3M 417,232 +61,152 +17%
WIM
3
WealthPlan Investment Management
Nebraska
$8.03M 193,357 +193,357 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.81M 188,160 +62,035 +49%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.1M 122,724 +19,766 +19%
WP
6
WealthPLAN Partners
Nebraska
$3.78M 90,955 +90,955 New
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$3.69M 88,907 +55,436 +166%
William Blair & Company
8
William Blair & Company
Illinois
$3.22M 77,496 +3,517 +5%
MPCL
9
My Personal CFO LLC
Washington
$3.18M 76,625 +2,500 +3%
HighTower Advisors
10
HighTower Advisors
Illinois
$2.97M 71,634 +6,936 +11%
BA
11
Bellwether Advisors
Nebraska
$2.83M 68,241 – –
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$2.81M 67,772 +1,758 +3%
Raymond James Financial
13
Raymond James Financial
Florida
$2.77M 66,773 -31,807 -32%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$2.3M 55,281 -1,004 -2%
MML Investors Services
15
MML Investors Services
Massachusetts
$2.21M 53,110 +29,610 +126%
Cerity Partners
16
Cerity Partners
New York
$2.19M 52,784 +30,992 +142%
BPA
17
Beacon Pointe Advisors
California
$2.13M 51,347 +23,190 +82%
FFA
18
Fragasso Financial Advisors
Pennsylvania
$1.87M 45,014 -3,305 -7%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.56M 37,594 +2,459 +7%
PIAS
20
PCA Investment Advisory Services
Ohio
$1.56M 37,513 +21,691 +137%
FA
21
FSA Advisors
Michigan
$1.46M 35,058 +8,384 +31%
DFA
22
DHJJ Financial Advisors
Illinois
$1.39M 33,448 +414 +1%
IIA
23
Integral Investment Advisors
California
$1.29M 30,987 +7,025 +29%
CB
24
Chris Bulman
California
$1.16M 28,025 +28,025 New
KAS
25
Kestra Advisory Services
Texas
$1.16M 27,924 -358 -1%
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