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Innovator US Equity Power Buffer ETF February

67 hedge funds and large institutions have $129M invested in Innovator US Equity Power Buffer ETF February in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $119M → $129M (+$10.3M)

3% more funds holding

Funds holding: 6567 (+2)

2.6% more ownership

Funds ownership: 60.19%62.79% (+2.6%)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
7
Increased
11
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wolverine Trading
26
Wolverine Trading
Illinois
$774K +$43.6K +1,552 +6%
CPIG
27
Chicago Partners Investment Group
Illinois
$743K
SIA
28
Soltis Investment Advisors
Utah
$723K -$350K -12,468 -33%
Susquehanna International Group
29
Susquehanna International Group
Pennsylvania
$658K +$286K +10,177 +78%
AWM
30
AE Wealth Management
Kansas
$622K +$50.4K +1,795 +9%
MML Investors Services
31
MML Investors Services
Massachusetts
$586K -$88.4K -3,148 -13%
SW
32
SlateStone Wealth
Florida
$565K -$648K -23,070 -54%
BFC
33
Bedel Financial Consulting
Indiana
$532K
BWM
34
BCS Wealth Management
Tennessee
$509K
LNC
35
Lincoln National Corp
Pennsylvania
$446K
CA
36
Cetera Advisors
Colorado
$424K
CAN
37
Cetera Advisor Networks
California
$411K +$34.8K +1,239 +9%
APA
38
American Portfolios Advisors
New York
$394K -$10.3K -367 -3%
TF
39
Trek Financial
Arizona
$378K
IA
40
IFP Advisors
Florida
$372K
CA
41
Corrado Advisors
New Jersey
$359K -$30.2K -1,075 -8%
PFGIA
42
Patriot Financial Group Insurance Agency
Massachusetts
$359K
AIC
43
Ameritas Investment Company
Nebraska
$355K +$22.5K +803 +14%
BWM
44
BCGM Wealth Management
Indiana
$353K
DFA
45
DHJJ Financial Advisors
Illinois
$333K -$281 -10 -0.1%
ASN
46
Advisory Services Network
Georgia
$333K
CG
47
Caprock Group
Idaho
$318K
SWM
48
Spire Wealth Management
Virginia
$312K
SHIM
49
Stone House Investment Management
Pennsylvania
$310K +$307K +10,937 New
ACM
50
Anfield Capital Management
California
$309K +$306K +10,885 New

PFEB Hedge Fund Activity: Q2 2021 in Review

67 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2021, worth a combined $129M — up 8.6% from $119M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new PFEB positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Avalon Capital Management, opening a new position worth an estimated $9.24M. The largest seller was Old Mission Capital, cutting an estimated $4.6M.

  • 67 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2021, up from 65 in Q1 2021.
  • Funds reported $129M of Innovator US Equity Power Buffer ETF February stock for Q2 2021, up 8.6% quarter-over-quarter.
  • 7 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2021 was Avalon Capital Management, an estimated $9.24M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q2 2021 was Old Mission Capital, an estimated $4.6M sold.

Based on aggregated 13F filings for Q2 2021.