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Innovator US Equity Power Buffer ETF February

92 hedge funds and large institutions have $201M invested in Innovator US Equity Power Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

136% more capital invested

Capital invested by funds: $85.2M → $201M (+$116M)

26% more funds holding

Funds holding: 7392 (+19)

0.73% less ownership

Funds ownership: 65.68%64.95% (-0.73%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
39
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$1.51M -$1.69M -58,296 -53%
LWA
27
Lineweaver Wealth Advisors
Ohio
$1.51M +$1.5M +51,544 New
Jane Street
28
Jane Street
New York
$1.43M +$1.41M +48,681 New
BWM
29
BCS Wealth Management
Tennessee
$1.4M +$899K +30,968 +185%
FCFC
30
First Commonwealth Financial Corp
Pennsylvania
$1.39M +$1.38M +47,465 New
BMD
31
Better Money Decisions
New Mexico
$1.27M +$242K +8,343 +24%
CRWM
32
Castle Rock Wealth Management
California
$1.23M +$133K +4,568 +12%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.17M +$795K +27,380 +221%
VA
34
Valmark Advisers
Ohio
$1.04M +$147K +5,053 +17%
DI
35
DFPG Investments
Utah
$1.02M
CA
36
CoreCap Advisors
Michigan
$935K +$688K +23,677 +289%
AWM
37
Apollon Wealth Management
South Carolina
$901K
ICG
38
InterOcean Capital Group
Tennessee
$899K +$683K +23,500 +328%
SWA
39
Sutton Wealth Advisors
Florida
$887K +$697K +24,014 +386%
SWA
40
Stratos Wealth Advisors
Ohio
$869K +$609K +20,961 +242%
CWM
41
Congress Wealth Management
Massachusetts
$859K -$62.6K -2,156 -7%
BCM
42
Beck Capital Management
Texas
$832K -$6.45K -222 -0.8%
KWM
43
Kingsview Wealth Management
Oregon
$792K +$784K +27,008 New
CCM
44
Covington Capital Management
California
$720K +$445K +15,315 +166%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$688K +$451K +15,536 +197%
RJFSA
46
Raymond James Financial Services Advisors
Florida
$686K +$679K +23,365 New
PFGIA
47
Patriot Financial Group Insurance Agency
Massachusetts
$628K +$254K +8,743 +69%
AAS
48
Avantax Advisory Services
Texas
$598K +$591K +20,359 New
BFC
49
Bedel Financial Consulting
Indiana
$576K +$34K +1,170 +6%
ASN
50
Advisory Services Network
Georgia
$553K +$206K +7,093 +60%

PFEB Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2022, worth a combined $201M — up 136% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFEB positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.5M. The largest seller was WealthPLAN Partners, cutting an estimated $7.68M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $201M of Innovator US Equity Power Buffer ETF February stock for Q1 2022, up 136% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2022 was AllianceBernstein, an estimated $36.5M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2022.