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Innovator US Equity Power Buffer ETF February
PFEB

181 hedge funds and large institutions have $414M invested in Innovator US Equity Power Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 → 181 (+5)

2.54% less ownership

Funds ownership: 77.45% → 74.91% (-2.5%)

18% less capital invested

Capital invested by funds: $502M → $414M (-$87.9M)

89% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 88

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
10
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.54M
2
W
WPWealth
Texas
+$1.84M
3
WIA
World Investment Advisors
California
+$701K
4
HF
HRT Financial
New York
+$613K
5
FFA
Farther Finance Advisors
California
+$496K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$82.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
5
CAC
Certified Advisory Corp
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
26
MTM Financial Group
Pennsylvania
$2.74M -$47.9K -1,313 -2%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$2.68M -$2.94M -80,525 -52%
TWM
28
Tradition Wealth Management
Minnesota
$2.66M -$283K -7,750 -10%
CA
29
CoreCap Advisors
Michigan
$2.46M -$529K -14,525 -18%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$2.19M -$101K -2,764 -4%
W
31
WorthPointe
California
$2.15M -$60.3K -1,653 -3%
Truist Financial
32
Truist Financial
North Carolina
$2.13M -$32.2K -882 -1%
BBPWM
33
Blue Bell Private Wealth Management
Pennsylvania
$2.07M -$149K -4,087 -7%
DAS
34
Diversify Advisory Services
Utah
$2.05M -$556K -15,250 -22%
VWA
35
Visionary Wealth Advisors
Illinois
$1.92M -$33.1K -907 -2%
SFA
36
Sequoia Financial Advisors
Ohio
$1.9M – – –
MCM
37
MAI Capital Management
Ohio
$1.88M -$178K -4,889 -9%
W
38
WPWealth
Texas
$1.86M +$1.84M +50,412 New
TC
39
TownSquare Capital
Utah
$1.84M -$665K -18,246 -27%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.79M +$44.6K +1,224 +3%
ASN
41
Advisory Services Network
Georgia
$1.76M -$122K -3,347 -7%
GSIS
42
Global Strategic Investment Solutions
Arizona
$1.7M -$72.4K -1,986 -4%
CW
43
CreativeOne Wealth
Kansas
$1.61M -$253K -6,945 -14%
WCM
44
Weaver Capital Management
Georgia
$1.59M – – –
NA
45
NewEdge Advisors
Louisiana
$1.48M -$668K -18,326 -31%
CB
46
Chris Bulman
California
$1.44M -$152K -4,183 -10%
OMC
47
Old Mission Capital
Illinois
$1.44M -$128K -3,512 -8%
LWA
48
Lineweaver Wealth Advisors
Ohio
$1.39M – – –
GCP
49
Gill Capital Partners
Colorado
$1.38M -$176K -4,834 -11%
BAM
50
Belpointe Asset Management
Nevada
$1.3M – – –
1
2
3 4 5

PFEB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2024, worth a combined $414M — down 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFEB positions and 20 closed out — a net gain of 7 holders — while 10 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.54M. The largest seller was Gradient Investments, cutting an estimated $82.3M.

  • 181 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $414M of Innovator US Equity Power Buffer ETF February stock for Q4 2024, down 18% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $6.54M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2024 was Gradient Investments, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.