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Innovator US Equity Power Buffer ETF February
PFEB

179 hedge funds and large institutions have $584M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

233% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 24

74% more capital invested

Capital invested by funds: $335M → $584M (+$249M)

29% more funds holding

Funds holding: 139 → 179 (+40)

2.46% less ownership

Funds ownership: 71.89% → 69.42% (-2.5%)

Holders
179
Holders Change
+40
Holders Change %
+28.78%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
80
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$72.4M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$16M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.17M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
SIA
Soltis Investment Advisors
Utah
-$9.28M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.45M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
TI
tru Independence
Oregon
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$4.17M +$1.09M +32,666 +37%
MCM
27
MAI Capital Management
Ohio
$4.08M +$3.23M +96,682 +426%
TWM
28
Tradition Wealth Management
Minnesota
$3.86M +$3.77M +112,978 New
BAM
29
Belpointe Asset Management
Nevada
$3.82M -$174K -5,217 -4%
CRWM
30
Castle Rock Wealth Management
California
$3.82M +$2.05M +61,451 +118%
WCG
31
Weaver Consulting Group
California
$3.74M +$396K +11,859 +12%
CA
32
Cetera Advisors
Colorado
$3.63M +$2.02M +60,570 +132%
SI
33
Stephens Inc
Arkansas
$3.61M -$73.5K -2,200 -2%
LPL Financial
34
LPL Financial
California
$3.23M +$1.5M +44,864 +90%
NA
35
NewEdge Advisors
Louisiana
$3.19M +$2.36M +70,564 +311%
YWS
36
Yarger Wealth Strategies
Ohio
$2.96M +$2.9M +86,734 New
CA
37
CoreCap Advisors
Michigan
$2.94M +$846K +25,324 +42%
TC
38
TownSquare Capital
Utah
$2.8M -$407K -12,173 -13%
SWA
39
Stratos Wealth Advisors
Ohio
$2.73M -$35.3K -1,058 -1%
MFG
40
MTM Financial Group
Pennsylvania
$2.71M +$261K +7,813 +11%
WIA
41
World Investment Advisors
California
$2.62M +$2.56M +76,625 New
CAC
42
Certified Advisory Corp
Florida
$2.28M +$2.23M +66,819 New
W
43
WorthPointe
California
$2.2M +$467K +13,985 +28%
Jane Street
44
Jane Street
New York
$2.15M +$2.11M +63,061 New
Truist Financial
45
Truist Financial
North Carolina
$2.13M +$277K +8,294 +15%
BBPWM
46
Blue Bell Private Wealth Management
Pennsylvania
$2.12M -$10.4K -310 -0.5%
CW
47
CreativeOne Wealth
Kansas
$1.91M +$504K +15,077 +37%
CA
48
Corrado Advisors
New Jersey
$1.88M +$1.84M +55,084 New
KWM
49
KFG Wealth Management
Indiana
$1.88M +$810K +24,261 +79%
VWA
50
Visionary Wealth Advisors
Illinois
$1.84M +$219K +6,550 +14%
1
2
3 4 5

PFEB Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2024, worth a combined $584M — up 74% from $335M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFEB positions and 9 closed out — a net gain of 43 holders — while 80 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $72.4M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 179 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $584M of Innovator US Equity Power Buffer ETF February stock for Q1 2024, up 74% quarter-over-quarter.
  • 52 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2024 and 9 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $72.4M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2024 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.