Innovator US Equity Power Buffer ETF February
PFEB
145 hedge funds and large institutions have $451M invested in Innovator US Equity Power Buffer ETF February in 2023 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 52 increasing their positions, 12 reducing their positions, and 7 closing their positions.
886% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 7
333% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 12
188% more capital invested
Capital invested by funds: $157M → $451M (+$294M)
71% more funds holding
Funds holding: 85 → 145 (+60)
11.04% more ownership
Funds ownership: 68.23% → 79.26% (+11%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$56M |
| 2 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$50.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$26.9M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$20.6M |
| 5 |
SFG
Steward Financial Group
Colleyville,
Texas
|
+$19.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$3.53M |
| 2 |
IA
IFP Advisors
Tampa,
Florida
|
-$3.23M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$2.08M |
| 4 |
Creative Planning
Overland Park,
Kansas
|
-$1.7M |
| 5 |
BMD
Better Money Decisions
Santa Fe,
New Mexico
|
-$1.15M |
PFEB Hedge Fund Activity: Q1 2023 in Review
145 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2023, worth a combined $451M — up 188% from $157M a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new PFEB positions and 7 closed out — a net gain of 62 holders — while 52 added to existing stakes and 12 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $56M. The largest seller was Soltis Investment Advisors, exiting entirely with an estimated $3.53M sold.
- 145 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2023, up from 85 in Q4 2022.
- Funds reported $451M of Innovator US Equity Power Buffer ETF February stock for Q1 2023, up 188% quarter-over-quarter.
- 69 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2023 and 7 closed out, a net change of +62 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2023 was AllianceBernstein, an estimated $56M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q1 2023 was Soltis Investment Advisors, an estimated $3.53M sold.
Based on aggregated 13F filings for Q1 2023.