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Innovator US Equity Power Buffer ETF February
PFEB

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181 → 208 (+27)

2.02% less ownership

Funds ownership: 74.91% → 72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.2M
2
BCM
Brookstone Capital Management
Illinois
+$31.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$27M
4
RCMF
RK Capital Management (Florida)
Florida
+$23.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.33M
3
W
WPWealth
Texas
-$1.27M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.11M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$3.38M +$1.34M +36,450 +63%
SI
27
Stephens Inc
Arkansas
$3.37M -$104K -2,830 -3%
CA
28
CoreCap Advisors
Michigan
$3.15M +$771K +20,992 +31%
MFG
29
MTM Financial Group
Pennsylvania
$3.14M +$492K +13,389 +18%
GCP
30
Gill Capital Partners
Colorado
$3.1M +$1.8M +48,967 +130%
YWS
31
Yarger Wealth Strategies
Ohio
$3.03M -$5.99K -163 -0.2%
FMWA
32
Forvis Mazars Wealth Advisors
Missouri
$2.95M -$1.11M -30,269 -27%
MCM
33
MAI Capital Management
Ohio
$2.95M +$1.15M +31,296 +61%
MSA
34
McAlister Sweet & Associates
Texas
$2.91M +$2.98M +81,290 New
TWM
35
Tradition Wealth Management
Minnesota
$2.66M +$72.8K +1,982 +3%
CB
36
Chris Bulman
California
$2.6M +$1.23M +33,549 +86%
KWM
37
KFG Wealth Management
Indiana
$2.52M +$1.41M +38,463 +120%
AWP
38
Ascent Wealth Partners
New York
$2.48M +$2.55M +69,360 New
MML Investors Services
39
MML Investors Services
Massachusetts
$2.48M +$1.49M +40,507 +141%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$2.37M -$10.2M -277,533 -81%
AA
41
Advisory Alpha
Michigan
$2.3M +$2.36M +64,238 New
ASN
42
Advisory Services Network
Georgia
$2.18M +$487K +13,260 +28%
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$2.01M -$257 -7 -0%
RWM
44
Riverchase Wealth Management
Texas
$1.99M +$1.74M +47,385 +572%
SFA
45
Sequoia Financial Advisors
Ohio
$1.98M +$132K +3,596 +7%
TPW
46
Talon Private Wealth
Florida
$1.96M +$2.01M +54,729 New
DI
47
Diligent Investors
California
$1.95M +$878K +23,913 +78%
Mercer Global Advisors
48
Mercer Global Advisors
Colorado
$1.94M -$199K -5,433 -9%
IA
49
IFP Advisors
Florida
$1.92M +$1.49M +40,589 +314%
OWA
50
Outlook Wealth Advisors
Texas
$1.89M +$1.67M +45,349 +614%
1
2
3 4 5

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.