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Innovator US Equity Power Buffer ETF February

85 hedge funds and large institutions have $157M invested in Innovator US Equity Power Buffer ETF February in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

0% more funds holding

Funds holding: 8585 (0)

4% less capital invested

Capital invested by funds: $163M → $157M (-$6.05M)

1.14% less ownership

Funds ownership: 69.36%68.23% (-1.1%)

76% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 33

Holders
85
Holders Change
Holders Change %
0%
% of All Funds
1.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
8
Reduced
33
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
51
DHJJ Financial Advisors
Illinois
$353K -$51.8K -1,860 -13%
CWS
52
Cypress Wealth Services
California
$342K
OIA
53
OneDigital Investment Advisors
Kansas
$341K
WA
54
Wealth Alliance
New York
$339K
CPIG
55
Chicago Partners Investment Group
Illinois
$336K +$28.7K +1,030 +10%
AAP
56
Arax Advisory Partners
Colorado
$311K -$2.84K -102 -0.9%
MA
57
Mutual Advisors
Nebraska
$305K +$299K +10,742 New
VWA
58
Visionary Wealth Advisors
Illinois
$297K -$20.5K -735 -7%
SS
59
Sunbelt Securities
Texas
$285K
TFS
60
Thoroughbred Financial Services
Tennessee
$284K
WP
61
WealthPLAN Partners
Nebraska
$280K +$267K +9,588 New
WIM
62
WealthPlan Investment Management
Nebraska
$279K -$37.7K -1,352 -12%
HI
63
Harbour Investments
Wisconsin
$270K
IP
64
Investment Partners
Ohio
$242K
SAG
65
SageView Advisory Group
California
$230K +$226K +8,095 New
PWA
66
Pillar Wealth Advisors
Pennsylvania
$223K
CWM
67
Congress Wealth Management
Massachusetts
$221K -$599K -21,495 -73%
CHC
68
City Holding Co
West Virginia
$179K
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$129K
CA
70
Corrado Advisors
New Jersey
$113K +$111K +3,988 New
UBS Group
71
UBS Group
Switzerland
$95.5K +$72.4K +2,599 +340%
CP
72
Castleview Partners
Texas
$90K
MCC
73
Money Concepts Capital
Florida
$84.2K +$82.6K +2,965 New
Morgan Stanley
74
Morgan Stanley
New York
$82.2K -$20K -719 -20%
CFD
75
Creative Financial Designs
Indiana
$71K

PFEB Hedge Fund Activity: Q4 2022 in Review

85 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2022, worth a combined $157M — down 3.7% from $163M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFEB positions and 11 closed out — a net gain of 3 holders — while 8 added to existing stakes and 33 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $3.46M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $8.25M sold.

  • 85 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $157M of Innovator US Equity Power Buffer ETF February stock for Q4 2022, down 3.7% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2022 and 11 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2022 was Soltis Investment Advisors, an estimated $3.46M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $8.25M sold.

Based on aggregated 13F filings for Q4 2022.