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Innovator US Equity Power Buffer ETF February

65 hedge funds and large institutions have $119M invested in Innovator US Equity Power Buffer ETF February in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

88% more capital invested

Capital invested by funds: $63.5M → $119M (+$55.5M)

51% more funds holding

Funds holding: 4365 (+22)

3.55% less ownership

Funds ownership: 63.74%60.19% (-3.6%)

Holders
65
Holders Change
+22
Holders Change %
+51.16%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
26
Lineweaver Wealth Advisors
Ohio
$813K +$794K +29,545 New
CPIG
27
Chicago Partners Investment Group
Illinois
$728K +$699K +26,020 New
Wolverine Trading
28
Wolverine Trading
Illinois
$706K +$690K +25,684 New
MML Investors Services
29
MML Investors Services
Massachusetts
$655K -$31K -1,155 -5%
AWM
30
AE Wealth Management
Kansas
$553K +$305K +11,341 +129%
BFC
31
Bedel Financial Consulting
Indiana
$516K +$204K +7,608 +68%
BWM
32
BCS Wealth Management
Tennessee
$493K +$482K +17,927 New
LNC
33
Lincoln National Corp
Pennsylvania
$432K +$196K +7,282 +86%
CA
34
Cetera Advisors
Colorado
$411K +$98K +3,645 +32%
APA
35
American Portfolios Advisors
New York
$392K +$97.4K +3,626 +34%
CA
36
Corrado Advisors
New Jersey
$378K -$44.9K -1,670 -11%
DAS
37
Dynamic Advisor Solutions
Arizona
$376K
TF
38
Trek Financial
Arizona
$367K
ICG
39
InterOcean Capital Group
Tennessee
$364K +$356K +13,235 New
CAN
40
Cetera Advisor Networks
California
$364K +$356K +13,241 New
IA
41
IFP Advisors
Florida
$360K +$200K +7,455 +133%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$358K -$2.77M -103,086 -89%
PFGIA
43
Patriot Financial Group Insurance Agency
Massachusetts
$348K +$340K +12,645 New
BWM
44
BCGM Wealth Management
Indiana
$344K
DFA
45
DHJJ Financial Advisors
Illinois
$323K +$316K +11,743 New
ASN
46
Advisory Services Network
Georgia
$323K +$316K +11,744 New
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$316K +$309K +11,484 New
CG
48
Caprock Group
Idaho
$308K +$301K +11,199 New
SWM
49
Spire Wealth Management
Virginia
$303K +$296K +11,000 New
SWA
50
Stratos Wealth Advisors
Ohio
$289K

PFEB Hedge Fund Activity: Q1 2021 in Review

65 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2021, worth a combined $119M — up 88% from $63.5M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new PFEB positions and 3 closed out — a net gain of 22 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $11.3M. The largest seller was Soltis Investment Advisors, cutting an estimated $3.73M.

  • 65 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2021, up from 43 in Q4 2020.
  • Funds reported $119M of Innovator US Equity Power Buffer ETF February stock for Q1 2021, up 88% quarter-over-quarter.
  • 25 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2021 and 3 closed out, a net change of +22 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2021 was Berkshire Money Management, an estimated $11.3M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2021 was Soltis Investment Advisors, an estimated $3.73M sold.

Based on aggregated 13F filings for Q1 2021.