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Innovator US Equity Power Buffer ETF February
PFEB

179 hedge funds and large institutions have $584M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

233% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 24

74% more capital invested

Capital invested by funds: $335M → $584M (+$249M)

29% more funds holding

Funds holding: 139 → 179 (+40)

2.46% less ownership

Funds ownership: 71.89% → 69.42% (-2.5%)

Holders
179
Holders Change
+40
Holders Change %
+28.78%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
80
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$72.4M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$16M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.17M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
SIA
Soltis Investment Advisors
Utah
-$9.28M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.45M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
TI
tru Independence
Oregon
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
51
Bullseye Investment Management
Ohio
$1.81M +$1.77M +53,120 New
MSA
52
McAlister Sweet & Associates
Texas
$1.8M +$112K +3,341 +7%
SFA
53
Sequoia Financial Advisors
Ohio
$1.76M – – –
ASN
54
Advisory Services Network
Georgia
$1.74M +$879K +26,314 +107%
WCM
55
Weaver Capital Management
Georgia
$1.66M +$589K +17,633 +57%
GSIS
56
Global Strategic Investment Solutions
Arizona
$1.65M +$6.05K +181 +0.4%
GCP
57
Gill Capital Partners
Colorado
$1.52M +$58.3K +1,746 +4%
AAS
58
Avantax Advisory Services
Texas
$1.37M +$112K +3,366 +9%
AWS
59
Atria Wealth Solutions
New York
$1.37M +$1.34M +40,094 New
LWA
60
Lineweaver Wealth Advisors
Ohio
$1.29M -$14.4K -431 -1%
Betterment LLC
61
Betterment LLC
New York
$1.27M +$519K +15,530 +71%
FA
62
FSA Advisors
Michigan
$1.23M +$201K +6,009 +20%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$1.22M -$439K -13,149 -27%
FNWA
64
Financial Network Wealth Advisors
Utah
$1.18M +$768K +23,005 +200%
TF
65
Trek Financial
Arizona
$1.18M +$736K +22,044 +177%
WA
66
Wealth Alliance
New York
$1.17M – – –
AWM
67
Apollon Wealth Management
South Carolina
$1.15M – – –
CWG
68
Cornerstone Wealth Group
North Carolina
$1.14M +$1.11M +33,308 New
PFGIA
69
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$125K +3,751 +13%
DI
70
Diligent Investors
California
$1.09M +$375K +11,220 +54%
MIM
71
Macroview Investment Management
Maryland
$1.09M +$1.06M +31,788 New
KWS
72
Keystone Wealth Services
California
$1.06M -$401 -12 -0%
CA
73
Continuum Advisory
Idaho
$1.04M +$333K +9,981 +49%
W
74
WPWealth
Texas
$1.03M +$1.01M +30,285 New
BWM
75
BCGM Wealth Management
Indiana
$1.01M +$103K +3,090 +12%
1 2
3
4 5

PFEB Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2024, worth a combined $584M — up 74% from $335M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFEB positions and 9 closed out — a net gain of 43 holders — while 80 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $72.4M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 179 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $584M of Innovator US Equity Power Buffer ETF February stock for Q1 2024, up 74% quarter-over-quarter.
  • 52 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2024 and 9 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $72.4M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2024 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.