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Innovator US Equity Power Buffer ETF February

208 hedge funds and large institutions have $666M invested in Innovator US Equity Power Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $623M → $666M (+$43.4M)

1.98% more ownership

Funds ownership: 72.89%74.87% (+2%)

0% more funds holding

Funds holding: 208208 (0)

33% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 76

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
51
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
26
Advisory Alpha
Michigan
$3.99M +$1.48M +40,690 +63%
WCG
27
Weaver Consulting Group
California
$3.95M +$3.67K +101 +0.1%
CRWM
28
Castle Rock Wealth Management
California
$3.84M -$206K -5,668 -5%
Truist Financial
29
Truist Financial
North Carolina
$3.53M -$54.2K -1,493 -2%
SI
30
Stephens Inc
Arkansas
$3.46M -$112K -3,075 -3%
GCP
31
Gill Capital Partners
Colorado
$3.34M +$44.9K +1,236 +1%
MFG
32
MTM Financial Group
Pennsylvania
$3.32M -$10.3K -285 -0.3%
AWP
33
Ascent Wealth Partners
New York
$3.29M +$629K +17,310 +25%
MSA
34
McAlister Sweet & Associates
Texas
$3.1M +$12.4K +342 +0.4%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$3.02M -$101K -2,789 -3%
MCM
36
MAI Capital Management
Ohio
$2.98M -$143K -3,925 -5%
YWS
37
Yarger Wealth Strategies
Ohio
$2.85M -$352K -9,692 -11%
CB
38
Chris Bulman
California
$2.79M +$23.6K +650 +0.9%
OIA
39
OneDigital Investment Advisors
Kansas
$2.77M +$1.65M +45,492 +166%
MML Investors Services
40
MML Investors Services
Massachusetts
$2.76M +$125K +3,449 +5%
TWM
41
Tradition Wealth Management
Minnesota
$2.69M -$132K -3,646 -5%
KWM
42
KFG Wealth Management
Indiana
$2.65M -$29.7K -819 -1%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$2.54M +$28K +770 +1%
ASN
44
Advisory Services Network
Georgia
$2.35M
BBPWM
45
Blue Bell Private Wealth Management
Pennsylvania
$2.13M -$7.66K -211 -0.4%
RWM
46
Riverchase Wealth Management
Texas
$2.12M
IA
47
IFP Advisors
Florida
$2.09M +$52.4K +1,443 +3%
DI
48
Diligent Investors
California
$2.07M
BA
49
Bellwether Advisors
Nebraska
$2.04M +$1M +27,669 +107%
Focus Partners Wealth
50
Focus Partners Wealth
Massachusetts
$2.02M +$573K +15,788 +42%

PFEB Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2025, worth a combined $666M — up 7% from $623M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PFEB positions and 20 closed out — a net gain of 2 holders — while 51 added to existing stakes and 76 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $18.1M. The largest seller was AE Wealth Management, cutting an estimated $12.4M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $666M of Innovator US Equity Power Buffer ETF February stock for Q2 2025, up 7% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2025 and 20 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2025 was Old Mission Capital, an estimated $18.1M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q2 2025 was AE Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2025.