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Innovator US Equity Power Buffer ETF February
PFEB

85 hedge funds and large institutions have $157M invested in Innovator US Equity Power Buffer ETF February in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 85 → 85 (0)

4% less capital invested

Capital invested by funds: $163M → $157M (-$6.05M)

1.14% less ownership

Funds ownership: 69.36% → 68.23% (-1.1%)

76% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 33

Holders
85
Holders Change
–
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
8
Reduced
33
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Soltis Investment Advisors
Utah
+$3.46M
2
PCM
Penserra Capital Management
California
+$2.15M
3
LNC
Lincoln National Corp
Pennsylvania
+$1.36M
4
SWA
Stratos Wealth Advisors
Ohio
+$1.14M
5
Cerity Partners
Cerity Partners
New York
+$529K

Top Sellers

1
GSIS
Global Strategic Investment Solutions
Arizona
-$8.25M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$4.76M
3
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$2.49M
4
WIA
World Investment Advisors
California
-$2.36M
5
OMC
Old Mission Capital
Illinois
-$772K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
26
First Commonwealth Financial Corp
Pennsylvania
$1.37M -$2.79K -100 -0.2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$1.28M +$55.4K +1,986 +5%
CRWM
28
Castle Rock Wealth Management
California
$1.22M – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$1.21M -$420K -15,057 -26%
BWM
30
BCS Wealth Management
Tennessee
$1.16M -$161K -5,766 -12%
BMD
31
Better Money Decisions
New Mexico
$1.15M -$75.3K -2,701 -6%
ICG
32
InterOcean Capital Group
Tennessee
$1.1M -$95.9K -3,440 -8%
DI
33
DFPG Investments
Utah
$1.01M – – –
AWM
34
Apollon Wealth Management
South Carolina
$957K – – –
CA
35
CoreCap Advisors
Michigan
$905K – – –
RJFSA
36
Raymond James Financial Services Advisors
Florida
$773K -$24K -860 -3%
SWA
37
Sutton Wealth Advisors
Florida
$761K -$95.2K -3,415 -11%
AAS
38
Avantax Advisory Services
Texas
$729K +$86.4K +3,100 +14%
MCM
39
MAI Capital Management
Ohio
$617K -$335K -12,036 -36%
IIA
40
Integral Investment Advisors
California
$603K – – –
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$602K – – –
BFC
42
Bedel Financial Consulting
Indiana
$541K – – –
Cerity Partners
43
Cerity Partners
New York
$539K +$529K +18,996 New
ASN
44
Advisory Services Network
Georgia
$524K – – –
CA
45
Cetera Advisors
Colorado
$486K -$38.7K -1,387 -7%
BWM
46
BCGM Wealth Management
Indiana
$453K – – –
Mariner
47
Mariner
Kansas
$435K +$427K +15,302 New
KWM
48
KFG Wealth Management
Indiana
$429K +$421K +15,101 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$373K -$55.7K -2,000 -13%
VA
50
Valmark Advisers
Ohio
$359K – – –
1
2
3 4

PFEB Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2022, worth a combined $157M — down 3.7% from $163M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFEB positions and 11 closed out — a net gain of 3 holders — while 8 added to existing stakes and 33 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $3.46M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $8.25M sold.

  • 85 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $157M of Innovator US Equity Power Buffer ETF February stock for Q4 2022, down 3.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2022 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2022 was Soltis Investment Advisors, an estimated $3.46M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $8.25M sold.

Based on aggregated 13F filings for Q4 2022.