BFEB icon

Innovator US Equity Buffer ETF February

92 hedge funds and large institutions have $208M invested in Innovator US Equity Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+4
Holders Change %
+4.55%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
12
Increased
21
Reduced
30
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1
Stuart Chaussee & Associates
California
$69.7M +$69.7M +1,560,224 +260,037%
BCM
2
Brookstone Capital Management
Illinois
$26.7M +$1.59M +35,668 +6%
PCM
3
Penserra Capital Management
California
$17.4M -$1.2M -26,801 -6%
BMM
4
Berkshire Money Management
Massachusetts
$16.5M +$15.3M +342,206 +1,281%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.54M -$937K -20,982 -17%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$4.31M +$337K +7,558 +9%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.05M -$4.07M -94,301 -50%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.41M +$214K +4,782 +7%
MPCL
9
My Personal CFO LLC
Washington
$3.41M -$13.8K -310 -0.4%
Raymond James Financial
10
Raymond James Financial
Florida
$3.33M +$349K +7,822 +12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.07M +$45.7K +1,024 +2%
BA
12
Bellwether Advisors
Nebraska
$3.05M
MML Investors Services
13
MML Investors Services
Massachusetts
$2.59M +$220K +4,932 +9%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$2.46M -$4.64K -104 -0.2%
Cerity Partners
15
Cerity Partners
New York
$2.36M
BPA
16
Beacon Pointe Advisors
California
$2.17M -$124K -2,771 -5%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$1.94M -$67.3K -1,508 -3%
KAS
18
Kestra Advisory Services
Texas
$1.82M +$573K +12,830 +46%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.72M +$37.9K +849 +2%
PIAS
20
PCA Investment Advisory Services
Ohio
$1.67M -$4.47K -100 -0.3%
FA
21
FSA Advisors
Michigan
$1.59M +$23.4K +525 +1%
DFA
22
DHJJ Financial Advisors
Illinois
$1.49M -$2.41K -54 -0.2%
IIA
23
Integral Investment Advisors
California
$1.38M
T
24
Tableaux
Massachusetts
$1.31M +$1.31M +27,611 New
WIM
25
WealthPlan Investment Management
Nebraska
$1.3M -$7.33M -164,217 -85%