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Innovator US Equity Power Buffer ETF February
PFEB

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+39
Holders Change %
+28.26%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
51
Increased
79
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$74.1M
2
BCM
2
Brookstone Capital Management
Illinois
$37.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$104M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$13.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.2K
2
SIA
2
Soltis Investment Advisors
Utah
$205K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.74M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.17M +$1.12M +32,666 +37%
MCM
27
MAI Capital Management
Ohio
$4.08M +$3.3M +96,682 +426%
TWM
28
Tradition Wealth Management
Minnesota
$3.86M +$3.86M +112,978 New
BAM
29
Belpointe Asset Management
Nevada
$3.82M -$178K -5,217 -4%
CRWM
30
Castle Rock Wealth Management
California
$3.82M +$2.07M +61,451 +118%
WCG
31
Weaver Consulting Group
California
$3.74M +$405K +11,859 +12%
CA
32
Cetera Advisors
Colorado
$3.63M +$2.07M +60,570 +132%
SI
33
Stephens Inc
Arkansas
$3.61M -$75.2K -2,200 -2%
LPL Financial
34
LPL Financial
California
$3.23M +$1.53M +44,864 +90%
NA
35
NewEdge Advisors
Louisiana
$3.19M +$2.41M +70,564 +311%
YWS
36
Yarger Wealth Strategies
Ohio
$2.96M +$2.96M +86,734 New
CA
37
CoreCap Advisors
Michigan
$2.94M +$865K +25,324 +42%
TC
38
TownSquare Capital
Utah
$2.8M -$416K -12,173 -13%
SWA
39
Stratos Wealth Advisors
Ohio
$2.73M -$36.1K -1,058 -1%
WIA
40
World Investment Advisors
California
$2.62M +$2.62M +76,625 New
CAC
41
Certified Advisory Corp
Florida
$2.28M +$2.28M +66,819 New
W
42
WorthPointe
California
$2.2M +$478K +13,985 +28%
Jane Street
43
Jane Street
New York
$2.15M +$2.15M +63,061 New
Truist Financial
44
Truist Financial
North Carolina
$2.13M +$283K +8,294 +15%
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$2.12M -$10.6K -310 -0.5%
CW
46
CreativeOne Wealth
Kansas
$1.91M +$515K +15,077 +37%
CA
47
Corrado Advisors
New Jersey
$1.88M +$1.88M +55,084 New
KWM
48
KFG Wealth Management
Indiana
$1.88M +$829K +24,261 +79%
VWA
49
Visionary Wealth Advisors
Illinois
$1.84M +$224K +6,550 +14%
BIM
50
Bullseye Investment Management
Ohio
$1.81M +$1.81M +53,120 New
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