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Innovator US Equity Power Buffer ETF February

92 hedge funds and large institutions have $201M invested in Innovator US Equity Power Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

136% more capital invested

Capital invested by funds: $85.2M → $201M (+$116M)

26% more funds holding

Funds holding: 7392 (+19)

0.73% less ownership

Funds ownership: 65.68%64.95% (-0.73%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
39
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IIA
51
Integral Investment Advisors
California
$550K +$544K +18,731 New
MML Investors Services
52
MML Investors Services
Massachusetts
$533K -$2.5K -86 -0.5%
CPIG
53
Chicago Partners Investment Group
Illinois
$528K
CA
54
Cetera Advisors
Colorado
$513K +$52.2K +1,797 +11%
SIA
55
Soltis Investment Advisors
Utah
$490K -$37.1K -1,278 -7%
BFEC
56
Benjamin F. Edwards & Company
Missouri
$465K +$310K +10,680 +207%
MIAN
57
Mariner Independent Advisor Network
Kansas
$449K +$444K +15,302 New
BWM
58
BCGM Wealth Management
Indiana
$446K +$104K +3,575 +29%
TF
59
Trek Financial
Arizona
$428K +$37.3K +1,285 +10%
RFG
60
Range Financial Group
Oregon
$409K +$405K +13,946 New
APA
61
American Portfolios Advisors
New York
$407K
CWS
62
Cypress Wealth Services
California
$377K +$374K +12,863 New
DFA
63
DHJJ Financial Advisors
Illinois
$369K +$21.3K +734 +6%
SS
64
Sunbelt Securities
Texas
$356K +$107K +3,700 +44%
OIA
65
OneDigital Investment Advisors
Kansas
$352K +$349K +12,000 New
WA
66
Wealth Alliance
New York
$350K +$347K +11,939 New
VWA
67
Visionary Wealth Advisors
Illinois
$329K +$325K +11,207 New
SWM
68
Spire Wealth Management
Virginia
$323K
AAP
69
Arax Advisory Partners
Colorado
$312K +$266K +9,176 +631%
AAS
70
Ameritas Advisory Services
Nebraska
$295K
TFS
71
Thoroughbred Financial Services
Tennessee
$293K
KWS
72
Keystone Wealth Services
California
$273K +$270K +9,300 New
IP
73
Investment Partners
Ohio
$250K +$247K +8,512 New
PWA
74
Pillar Wealth Advisors
Pennsylvania
$230K
AWS
75
Atria Wealth Solutions
New York
$222K +$220K +7,561 New

PFEB Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2022, worth a combined $201M — up 136% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFEB positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.5M. The largest seller was WealthPLAN Partners, cutting an estimated $7.68M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $201M of Innovator US Equity Power Buffer ETF February stock for Q1 2022, up 136% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2022 was AllianceBernstein, an estimated $36.5M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2022.