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Innovator US Equity Buffer ETF February

92 hedge funds and large institutions have $213M invested in Innovator US Equity Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 22 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more capital invested

Capital invested by funds: $129M → $213M (+$83.9M)

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

34.18% more ownership

Funds ownership: 67.69%101.87% (+34%)

3% more funds holding

Funds holding: 8992 (+3)

24% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 29

Holders
92
Holders Change
+3
Holders Change %
+3.37%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
22
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1
Stuart Chaussee & Associates
California
$69.7M +$65.8M +1,560,224 +260,037%
BCM
2
Brookstone Capital Management
Illinois
$26.7M +$1.5M +35,668 +6%
PCM
3
Penserra Capital Management
California
$17.4M -$1.13M -26,801 -6%
BMM
4
Berkshire Money Management
Massachusetts
$16.5M +$14.4M +342,206 +1,281%
Osaic Holdings
5
Osaic Holdings
Arizona
$9.8M +$1.32M +31,393 +17%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.54M -$884K -20,982 -17%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$4.31M +$319K +7,558 +9%
HighTower Advisors
8
HighTower Advisors
Illinois
$3.41M +$202K +4,782 +7%
MPCL
9
My Personal CFO LLC
Washington
$3.41M -$13.1K -310 -0.4%
Raymond James Financial
10
Raymond James Financial
Florida
$3.33M +$330K +7,822 +12%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$3.07M +$43.2K +1,024 +2%
BA
12
Bellwether Advisors
Nebraska
$3.05M
MML Investors Services
13
MML Investors Services
Massachusetts
$2.59M +$208K +4,932 +9%
VBFP
14
Valtinson Bruner Financial Planning
Minnesota
$2.46M -$4.38K -104 -0.2%
Cerity Partners
15
Cerity Partners
New York
$2.36M
BPA
16
Beacon Pointe Advisors
California
$2.17M -$117K -2,771 -5%
FFA
17
Fragasso Financial Advisors
Pennsylvania
$1.94M -$63.6K -1,508 -3%
KAS
18
Kestra Advisory Services
Texas
$1.82M +$541K +12,830 +46%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$1.72M +$35.8K +849 +2%
PIAS
20
PCA Investment Advisory Services
Ohio
$1.67M -$4.21K -100 -0.3%
FA
21
FSA Advisors
Michigan
$1.59M +$22.1K +525 +1%
DFA
22
DHJJ Financial Advisors
Illinois
$1.49M -$2.28K -54 -0.2%
IIA
23
Integral Investment Advisors
California
$1.38M
WIM
24
WealthPlan Investment Management
Nebraska
$1.3M -$6.92M -164,217 -85%
CB
25
Chris Bulman
California
$1.25M -$1.98K -47 -0.2%

BFEB Hedge Fund Activity: Q2 2025 in Review

92 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF February (BFEB) for Q2 2025, worth a combined $213M — up 65% from $129M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BFEB positions and 8 closed out — a net gain of 3 holders — while 22 added to existing stakes and 29 trimmed.

The largest buyer was Stuart Chaussee & Associates, adding an estimated $65.8M. The largest seller was WealthPlan Investment Management, cutting an estimated $6.92M.

  • 92 institutional investors held Innovator US Equity Buffer ETF February (BFEB) as of Q2 2025, up from 89 in Q1 2025.
  • Funds reported $213M of Innovator US Equity Buffer ETF February stock for Q2 2025, up 65% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF February positions in Q2 2025 and 8 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF February buyer in Q2 2025 was Stuart Chaussee & Associates, an estimated $65.8M added.
  • The largest Innovator US Equity Buffer ETF February seller in Q2 2025 was WealthPlan Investment Management, an estimated $6.92M sold.

Based on aggregated 13F filings for Q2 2025.