PFEB icon

Innovator US Equity Power Buffer ETF February
PFEB

Overview Fund Activity

205 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.75%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
49
Reduced
75
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
OMC
1
Old Mission Capital
Illinois
$19.5M
2
PCM
2
Penserra Capital Management
California
$58.6M
3
FFA
3
Farther Finance Advisors
California
$4.74M
4
GIM
4
Guild Investment Management
California
$4.73M
5
CA
5
CoreCap Advisors
Michigan
$5.48M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$4.36M
2
RCMF
2
RK Capital Management (Florida)
Florida
$12.3M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$16.9M
4
SPC
4
Sigma Planning Corp
Michigan
$208K
5
FWM
5
FSR Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
76
Cornerstone Wealth Group
North Carolina
$1.22M – – –
NA
77
NewEdge Advisors
Louisiana
$1.22M -$144K -3,795 -11%
PIAS
78
PCA Investment Advisory Services
Ohio
$1.19M – – –
CA
79
Continuum Advisory
Idaho
$1.17M +$459K +12,086 +64%
CA
80
Corrado Advisors
New Jersey
$1.1M -$3.23K -85 -0.3%
CFS
81
CRA Financial Services
New Jersey
$1.09M – – –
CFG
82
Chapman Financial Group
Hawaii
$1.09M +$1.09M +28,712 New
TF
83
Trek Financial
Arizona
$1.07M -$772K -20,298 -42%
Cerity Partners
84
Cerity Partners
New York
$1.01M +$190K +5,000 +23%
CIA
85
Cape Investment Advisory
Georgia
$965K -$19K -500 -2%
VA
86
Valmark Advisers
Ohio
$942K -$20K -526 -2%
KWS
87
Keystone Wealth Services
California
$931K +$102K +2,687 +12%
CAC
88
Certified Advisory Corp
Florida
$914K -$13.2K -346 -1%
AWM
89
Apollon Wealth Management
South Carolina
$893K – – –
OCM
90
Orion Capital Management
California
$840K -$38K -1,000 -4%
BIM
91
Bullseye Investment Management
Ohio
$824K – – –
AWA
92
Arkadios Wealth Advisors
Georgia
$760K +$67.3K +1,770 +10%
BWM
93
BCGM Wealth Management
Indiana
$749K – – –
HAS
94
HBW Advisory Services
California
$722K -$12.2K -322 -2%
LWM
95
Lakeridge Wealth Management
Ohio
$720K +$68.4K +1,800 +11%
EWM
96
Elmwood Wealth Management
California
$719K +$719K +18,910 New
MOS
97
MGO One Seven
Ohio
$718K +$718K +18,881 New
BFC
98
Bedel Financial Consulting
Indiana
$674K – – –
DFA
99
DHJJ Financial Advisors
Illinois
$659K -$5.13K -135 -0.8%
PWM
100
PTM Wealth Management
United States
$653K -$35K -917 -5%
2 3
4
5 6