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Innovator US Equity Power Buffer ETF February
PFEB

179 hedge funds and large institutions have $584M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

233% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 24

74% more capital invested

Capital invested by funds: $335M → $584M (+$249M)

29% more funds holding

Funds holding: 139 → 179 (+40)

2.46% less ownership

Funds ownership: 71.89% → 69.42% (-2.5%)

Holders
179
Holders Change
+40
Holders Change %
+28.78%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
80
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$72.4M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$16M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.17M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
SIA
Soltis Investment Advisors
Utah
-$9.28M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.45M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
TI
tru Independence
Oregon
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
76
CRA Financial Services
New Jersey
$1.01M +$619K +18,525 +169%
MML Investors Services
77
MML Investors Services
Massachusetts
$974K -$289K -8,639 -23%
Citadel Advisors
78
Citadel Advisors
Florida
$969K +$948K +28,371 New
AWM
79
Atticus Wealth Management
Florida
$886K +$32.8K +982 +4%
CIA
80
Cape Investment Advisory
Georgia
$885K -$93.5K -2,800 -10%
OIA
81
OneDigital Investment Advisors
Kansas
$786K +$217K +6,500 +39%
ICG
82
InterOcean Capital Group
Tennessee
$774K +$548K +16,417 +264%
CAM
83
Cresset Asset Management
Illinois
$750K +$734K +21,969 New
FIA
84
Foundations Investment Advisors
Arizona
$738K +$495K +14,824 +219%
RA
85
RFG Advisory
Alabama
$707K +$480K +14,368 +227%
FFG
86
Frisch Financial Group
New York
$705K +$689K +20,637 New
DAS
87
Diversify Advisory Services
Utah
$682K +$668K +20,000 New
RJA
88
Raymond James & Associates
Florida
$656K +$641K +19,197 New
PWMG
89
Pinnacle Wealth Management Group
Michigan
$650K +$636K +19,031 New
DFA
90
DHJJ Financial Advisors
Illinois
$632K +$254K +7,600 +70%
BFC
91
Bedel Financial Consulting
Indiana
$627K -$7.05K -211 -1%
AGA
92
Accuvest Global Advisors
Utah
$583K +$570K +17,060 New
LWM
93
Lakeridge Wealth Management
Ohio
$582K +$570K +17,050 New
GS
94
GTS Securities
New York
$580K +$567K +16,983 New
KWM
95
Kingsview Wealth Management
Oregon
$572K +$46.7K +1,397 +9%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$562K -$129K -3,854 -19%
VBFP
97
Valtinson Bruner Financial Planning
Minnesota
$543K – – –
KWA
98
Kingswood Wealth Advisors
California
$543K +$531K +15,908 New
FCFC
99
First Commonwealth Financial Corp
Pennsylvania
$543K +$531K +15,897 New
William Blair & Company
100
William Blair & Company
Illinois
$543K +$20.2K +605 +4%
2 3
4
5 6

PFEB Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2024, worth a combined $584M — up 74% from $335M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFEB positions and 9 closed out — a net gain of 43 holders — while 80 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $72.4M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 179 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $584M of Innovator US Equity Power Buffer ETF February stock for Q1 2024, up 74% quarter-over-quarter.
  • 52 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2024 and 9 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $72.4M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2024 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.