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Innovator US Equity Power Buffer ETF February
PFEB

181 hedge funds and large institutions have $414M invested in Innovator US Equity Power Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 → 181 (+5)

2.54% less ownership

Funds ownership: 77.45% → 74.91% (-2.5%)

18% less capital invested

Capital invested by funds: $502M → $414M (-$87.9M)

89% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 88

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
10
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.54M
2
W
WPWealth
Texas
+$1.84M
3
WIA
World Investment Advisors
California
+$701K
4
HF
HRT Financial
New York
+$613K
5
FFA
Farther Finance Advisors
California
+$496K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$82.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
5
CAC
Certified Advisory Corp
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
76
Chapman Financial Group
Hawaii
$750K +$743K +20,380 New
Citadel Advisors
77
Citadel Advisors
Florida
$742K +$138K +3,787 +23%
Cerity Partners
78
Cerity Partners
New York
$715K – – –
PWMG
79
Pinnacle Wealth Management Group
Michigan
$700K – – –
BFC
80
Bedel Financial Consulting
Indiana
$667K -$15.6K -428 -2%
LWM
81
Lakeridge Wealth Management
Ohio
$627K – – –
HF
82
HRT Financial
New York
$618K +$613K +16,804 New
KWM
83
Kingsview Wealth Management
Oregon
$603K -$70.9K -1,945 -11%
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$602K – – –
FFN
85
Focus Financial Network
Minnesota
$587K -$6.31K -173 -1%
KWA
86
Kingswood Wealth Advisors
California
$585K – – –
William Blair & Company
87
William Blair & Company
Illinois
$585K – – –
VBFP
88
Valtinson Bruner Financial Planning
Minnesota
$573K +$14.4K +395 +3%
AF
89
Allworth Financial
California
$571K – – –
CPCM
90
Cardinal Point Capital Management
Ontario, Canada
$570K – – –
AQR Capital Management
91
AQR Capital Management
Connecticut
$558K – – –
OCM
92
Orion Capital Management
California
$552K -$18.2K -500 -3%
FCFC
93
First Commonwealth Financial Corp
Pennsylvania
$542K – – –
KFGG
94
Keystone Financial Group (Georgia)
Georgia
$529K +$524K +14,379 New
AWAG
95
ARS Wealth Advisors Group
Florida
$526K -$12.8K -352 -2%
SF
96
Seros Financial
Arizona
$508K +$527K +14,450 New
FFG
97
Foundry Financial Group
New Hampshire
$503K -$1.53K -42 -0.3%
SWM
98
Spire Wealth Management
Virginia
$501K – – –
FFA
99
Farther Finance Advisors
California
$501K +$496K +13,607 New
NRC
100
New Republic Capital
North Carolina
$499K – – –
2 3
4
5 6

PFEB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2024, worth a combined $414M — down 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFEB positions and 20 closed out — a net gain of 7 holders — while 10 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.54M. The largest seller was Gradient Investments, cutting an estimated $82.3M.

  • 181 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $414M of Innovator US Equity Power Buffer ETF February stock for Q4 2024, down 18% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $6.54M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2024 was Gradient Investments, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.