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Innovator US Equity Power Buffer ETF February
PFEB

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 9 closing their positions.

Holders
177
Holders Change
+39
Holders Change %
+28.26%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
51
Increased
79
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$74.1M
2
BCM
2
Brookstone Capital Management
Illinois
$37.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$104M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$13.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.2K
2
SIA
2
Soltis Investment Advisors
Utah
$205K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.74M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSA
51
McAlister Sweet & Associates
Texas
$1.8M +$114K +3,341 +7%
SFA
52
Sequoia Financial Advisors
Ohio
$1.76M – – –
ASN
53
Advisory Services Network
Georgia
$1.74M +$899K +26,314 +107%
WCM
54
Weaver Capital Management
Georgia
$1.66M +$602K +17,633 +57%
GSIS
55
Global Strategic Investment Solutions
Arizona
$1.65M +$6.18K +181 +0.4%
GCP
56
Gill Capital Partners
Colorado
$1.52M +$58.9K +1,746 +4%
AAS
57
Avantax Advisory Services
Texas
$1.37M +$115K +3,366 +9%
AWS
58
Atria Wealth Solutions
New York
$1.37M +$1.37M +40,094 New
LWA
59
Lineweaver Wealth Advisors
Ohio
$1.29M -$14.7K -431 -1%
Betterment LLC
60
Betterment LLC
New York
$1.27M +$531K +15,530 +71%
FA
61
FSA Advisors
Michigan
$1.23M +$205K +6,009 +20%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.22M -$449K -13,149 -27%
FNWA
63
Financial Network Wealth Advisors
Utah
$1.18M +$786K +23,005 +200%
TF
64
Trek Financial
Arizona
$1.18M +$753K +22,044 +177%
WA
65
Wealth Alliance
New York
$1.17M – – –
AWM
66
Apollon Wealth Management
South Carolina
$1.15M – – –
CWG
67
Cornerstone Wealth Group
North Carolina
$1.14M +$1.14M +33,308 New
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$1.13M +$128K +3,751 +13%
DI
69
Diligent Investors
California
$1.09M +$383K +11,220 +54%
MIM
70
Macroview Investment Management
Maryland
$1.09M +$1.09M +31,788 New
KWS
71
Keystone Wealth Services
California
$1.06M -$410 -12 -0%
CA
72
Continuum Advisory
Idaho
$1.04M +$342K +9,981 +49%
W
73
WPWealth
Texas
$1.03M +$1.03M +30,285 New
BWM
74
BCGM Wealth Management
Indiana
$1.01M +$106K +3,090 +12%
CFS
75
CRA Financial Services
New Jersey
$1.01M +$633K +18,525 +169%
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