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Innovator US Equity Power Buffer ETF February

92 hedge funds and large institutions have $201M invested in Innovator US Equity Power Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

136% more capital invested

Capital invested by funds: $85.2M → $201M (+$116M)

26% more funds holding

Funds holding: 7392 (+19)

0.73% less ownership

Funds ownership: 65.68%64.95% (-0.73%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
39
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
76
Money Concepts Capital
Florida
$211K +$209K +7,200 New
DAS
77
Dynamic Advisor Solutions
Arizona
$208K
SAF
78
Smith Anglin Financial
Texas
$205K +$203K +6,992 New
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$134K -$30.9K -1,064 -19%
CP
80
Castleview Partners
Texas
$92K -$2.6M -89,432 -97%
Morgan Stanley
81
Morgan Stanley
New York
$85K
CFD
82
Creative Financial Designs
Indiana
$73K +$72.6K +2,500 New
BWM
83
Baystate Wealth Management
Massachusetts
$59K
IF
84
Integrity Financial
Wyoming
$50K +$49.7K +1,710 New
OCM
85
Orion Capital Management
California
$44K +$43.6K +1,500 New
AF
86
Advisornet Financial
Minnesota
$38K +$37.8K +1,300 New
SAM
87
Strategic Asset Management
Minnesota
$37K +$37.1K +1,277 New
SWM
88
Sugarloaf Wealth Management
Georgia
$22K
Koshinski Asset Management
89
Koshinski Asset Management
Illinois
$18.9K
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$14K +$14.5K +500 New
OIA
91
Optimum Investment Advisors
Illinois
$7K +$7.26K +250 New
PFA
92
Professional Financial Advisors
Nebraska
$4K +$4.09K +141 New
MWM
93
Maltin Wealth Management
New Jersey
-$3.17M -108,624 Closed
SPWM
94
Straight Path Wealth Management
Michigan
-$1.64M -56,031 Closed
Wolverine Trading
95
Wolverine Trading
Illinois
-$815K -27,870 Closed
OMC
96
Old Mission Capital
Illinois
-$689K -23,557 Closed
CA
97
Corrado Advisors
New Jersey
-$364K -12,455 Closed
CG
98
Caprock Group
Idaho
-$327K -11,199 Closed
Citadel Advisors
99
Citadel Advisors
Florida
-$294K -10,044 Closed
ACM
100
Anfield Capital Management
California
-$286K -9,785 Closed

PFEB Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2022, worth a combined $201M — up 136% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFEB positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.5M. The largest seller was WealthPLAN Partners, cutting an estimated $7.68M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $201M of Innovator US Equity Power Buffer ETF February stock for Q1 2022, up 136% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2022 was AllianceBernstein, an estimated $36.5M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2022.