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Innovator US Equity Power Buffer ETF February
PFEB

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181 → 208 (+27)

2.02% less ownership

Funds ownership: 74.91% → 72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.2M
2
BCM
Brookstone Capital Management
Illinois
+$31.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$27M
4
RCMF
RK Capital Management (Florida)
Florida
+$23.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.33M
3
W
WPWealth
Texas
-$1.27M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.11M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
76
Avantax Advisory Services
Texas
$1.23M +$99K +2,696 +8%
NFG
77
Nations Financial Group
Iowa
$1.23M +$1.26M +34,347 New
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.22M -$21K -572 -2%
CWG
79
Cornerstone Wealth Group
North Carolina
$1.15M +$87.8K +2,390 +8%
PIAS
80
PCA Investment Advisory Services
Ohio
$1.12M +$931K +25,356 +419%
AWS
81
Atria Wealth Solutions
New York
$1.12M +$790K +21,525 +222%
CA
82
Corrado Advisors
New Jersey
$1.04M +$1.06M +28,907 New
CFS
83
CRA Financial Services
New Jersey
$1.03M +$76.4K +2,080 +8%
FFA
84
Farther Finance Advisors
California
$991K +$512K +13,949 +103%
OIA
85
OneDigital Investment Advisors
Kansas
$980K +$597K +16,253 +146%
NWMP
86
Noble Wealth Management PBC
Colorado
$943K +$967K +26,327 New
CIA
87
Cape Investment Advisory
Georgia
$928K +$69.8K +1,900 +8%
BA
88
Bellwether Advisors
Nebraska
$927K +$897K +24,428 +1,691%
VA
89
Valmark Advisers
Ohio
$906K +$514K +14,004 +124%
WTFG
90
Wood Tarver Financial Group
Idaho
$904K +$540K +14,695 +139%
FIA
91
Foundations Investment Advisors
Arizona
$903K +$82.7K +2,253 +10%
CAC
92
Certified Advisory Corp
Florida
$873K +$895K +24,383 New
AWM
93
Apollon Wealth Management
South Carolina
$842K -$275K -7,500 -24%
OCM
94
Orion Capital Management
California
$827K +$297K +8,097 +54%
BIM
95
Bullseye Investment Management
Ohio
$824K +$83.2K +2,266 +11%
KWS
96
Keystone Wealth Services
California
$781K -$3.85K -105 -0.5%
AQR Capital Management
97
AQR Capital Management
Connecticut
$780K +$243K +6,622 +44%
Cerity Partners
98
Cerity Partners
New York
$775K +$80.8K +2,200 +11%
AIA
99
AssuredPartners Investment Advisors
Florida
$741K -$101K -2,739 -12%
BWM
100
BCGM Wealth Management
Indiana
$705K -$367K -10,000 -34%
2 3
4
5 6

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.