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Innovator US Equity Power Buffer ETF February
PFEB

73 hedge funds and large institutions have $85.2M invested in Innovator US Equity Power Buffer ETF February in 2021 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 10 increasing their positions, 24 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 4

16% more funds holding

Funds holding: 63 → 73 (+10)

7.31% more ownership

Funds ownership: 58.37% → 65.68% (+7.3%)

15% less capital invested

Capital invested by funds: $101M → $85.2M (-$15.6M)

58% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 24

Holders
73
Holders Change
+10
Holders Change %
+15.87%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
10
Reduced
24
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
Penserra Capital Management
California
+$1.3M
2
AWM
Apollon Wealth Management
South Carolina
+$890K
3
Wolverine Trading
Wolverine Trading
Illinois
+$808K
4
Citadel Advisors
Citadel Advisors
Florida
+$291K
5
CPIG
Chicago Partners Investment Group
Illinois
+$254K

Top Sellers

1
BMM
Berkshire Money Management
Massachusetts
-$12.3M
2
ACM
Avalon Capital Management
California
-$5.56M
3
WP
WealthPLAN Partners
Nebraska
-$2.96M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$826K
5
AllianceBernstein
AllianceBernstein
Tennessee
-$826K
Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
76
Stone House Investment Management
Pennsylvania
– -$310K -10,937 Closed
T
77
TRUADVICE
Florida
– -$276K -9,513 Closed
1 2 3
4

PFEB Hedge Fund Activity: Q4 2021 in Review

73 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2021, worth a combined $85.2M — down 15% from $101M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new PFEB positions and 4 closed out — a net gain of 11 holders — while 10 added to existing stakes and 24 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.3M. The largest seller was Berkshire Money Management, exiting entirely with an estimated $12.3M sold.

  • 73 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2021, up from 63 in Q3 2021.
  • Funds reported $85.2M of Innovator US Equity Power Buffer ETF February stock for Q4 2021, down 15% quarter-over-quarter.
  • 15 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2021 and 4 closed out, a net change of +11 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2021 was Penserra Capital Management, an estimated $1.3M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2021 was Berkshire Money Management, an estimated $12.3M sold.

Based on aggregated 13F filings for Q4 2021.