We are live on ! Find out more
PFEB icon

Innovator US Equity Power Buffer ETF February
PFEB

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181 → 208 (+27)

2.02% less ownership

Funds ownership: 74.91% → 72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.2M
2
BCM
Brookstone Capital Management
Illinois
+$31.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$27M
4
RCMF
RK Capital Management (Florida)
Florida
+$23.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.33M
3
W
WPWealth
Texas
-$1.27M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.11M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
51
Visionary Wealth Advisors
Illinois
$1.84M -$24.3K -663 -1%
AIC
52
Archer Investment Corporation
Indiana
$1.84M +$1.89M +51,400 New
FWM
53
FSR Wealth Management
Illinois
$1.84M +$1.89M +51,352 New
W
54
WorthPointe
California
$1.82M -$277K -7,544 -13%
WA
55
Wealth Alliance
New York
$1.79M +$573K +15,603 +45%
TC
56
TownSquare Capital
Utah
$1.77M -$14.8K -402 -0.8%
SWA
57
Stratos Wealth Advisors
Ohio
$1.76M -$1.06M -28,946 -37%
JFG
58
JDM Financial Group
Texas
$1.76M +$1.8M +49,090 New
TF
59
Trek Financial
Arizona
$1.73M +$542K +14,764 +44%
DAS
60
Diversify Advisory Services
Utah
$1.7M -$290K -7,900 -14%
FA
61
FSA Advisors
Michigan
$1.65M +$474K +12,898 +39%
WCM
62
Weaver Capital Management
Georgia
$1.52M -$28.3K -770 -2%
CW
63
CreativeOne Wealth
Kansas
$1.52M -$47.6K -1,296 -3%
GIM
64
Guild Investment Management
California
$1.47M +$1.51M +41,000 New
CAM
65
Cresset Asset Management
Illinois
$1.41M +$638K +17,371 +79%
KWM
66
Kingsview Wealth Management
Oregon
$1.4M +$833K +22,679 +138%
GSIS
67
Global Strategic Investment Solutions
Arizona
$1.38M -$285K -7,761 -17%
LWA
68
Lineweaver Wealth Advisors
Ohio
$1.35M – – –
PWMG
69
Pinnacle Wealth Management Group
Michigan
$1.35M +$688K +18,740 +98%
Focus Partners Wealth
70
Focus Partners Wealth
Massachusetts
$1.34M +$549K +14,950 +66%
MMA
71
Miracle Mile Advisors
California
$1.32M +$260K +7,092 +24%
NA
72
NewEdge Advisors
Louisiana
$1.28M -$162K -4,421 -11%
PFGIA
73
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M +$106K +2,879 +9%
BAM
74
Belpointe Asset Management
Nevada
$1.25M -$55.3K -1,505 -4%
AWM
75
Atticus Wealth Management
Florida
$1.24M +$318K +8,647 +33%
1 2
3
4 5

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.