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Innovator US Equity Power Buffer ETF February
PFEB

181 hedge funds and large institutions have $414M invested in Innovator US Equity Power Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 → 181 (+5)

2.54% less ownership

Funds ownership: 77.45% → 74.91% (-2.5%)

18% less capital invested

Capital invested by funds: $502M → $414M (-$87.9M)

89% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 88

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
10
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.54M
2
W
WPWealth
Texas
+$1.84M
3
WIA
World Investment Advisors
California
+$701K
4
HF
HRT Financial
New York
+$613K
5
FFA
Farther Finance Advisors
California
+$496K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$82.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
5
CAC
Certified Advisory Corp
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
51
Susquehanna International Group
Pennsylvania
$1.28M -$39.1K -1,072 -3%
WA
52
Wealth Alliance
New York
$1.26M – – –
TF
53
Trek Financial
Arizona
$1.24M -$31.2K -856 -2%
FA
54
FSA Advisors
Michigan
$1.2M -$25.3K -695 -2%
PFGIA
55
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M -$3.97K -109 -0.3%
KWM
56
KFG Wealth Management
Indiana
$1.18M -$585K -16,043 -33%
AAS
57
Avantax Advisory Services
Texas
$1.17M -$149K -4,079 -11%
AWM
58
Apollon Wealth Management
South Carolina
$1.14M -$98.4K -2,700 -8%
DI
59
Diligent Investors
California
$1.12M -$13.7K -375 -1%
BWM
60
BCGM Wealth Management
Indiana
$1.09M – – –
MMA
61
Miracle Mile Advisors
California
$1.09M -$161K -4,427 -13%
CWG
62
Cornerstone Wealth Group
North Carolina
$1.09M -$118K -3,234 -10%
CA
63
Continuum Advisory
Idaho
$1.08M -$12.8K -350 -1%
MML Investors Services
64
MML Investors Services
Massachusetts
$1.06M +$11.6K +317 +1%
Jane Street
65
Jane Street
New York
$1.03M -$1.31M -35,932 -56%
CFS
66
CRA Financial Services
New Jersey
$983K – – –
AWM
67
Atticus Wealth Management
Florida
$955K – – –
CIA
68
Cape Investment Advisory
Georgia
$883K -$72.9K -2,000 -8%
AIA
69
AssuredPartners Investment Advisors
Florida
$862K +$854K +23,431 New
FIA
70
Foundations Investment Advisors
Arizona
$845K -$9.84K -270 -1%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$828K -$5.47K -150 -0.7%
CAM
72
Cresset Asset Management
Illinois
$808K – – –
KWS
73
Keystone Wealth Services
California
$806K -$197K -5,414 -20%
BRWA
74
B. Riley Wealth Advisors
Florida
$777K – – –
BIM
75
Bullseye Investment Management
Ohio
$764K -$766K -21,007 -50%
1 2
3
4 5

PFEB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2024, worth a combined $414M — down 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFEB positions and 20 closed out — a net gain of 7 holders — while 10 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.54M. The largest seller was Gradient Investments, cutting an estimated $82.3M.

  • 181 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $414M of Innovator US Equity Power Buffer ETF February stock for Q4 2024, down 18% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $6.54M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2024 was Gradient Investments, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.