Innovator US Equity Power Buffer ETF February
PFEB
92 hedge funds and large institutions have $201M invested in Innovator US Equity Power Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 12 closing their positions.
388% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 8
167% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 12
136% more capital invested
Capital invested by funds: $85.2M → $201M (+$116M)
26% more funds holding
Funds holding: 73 → 92 (+19)
0.73% less ownership
Funds ownership: 65.68% → 64.95% (-0.73%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$36.5M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$19.5M |
| 3 |
XF
XML Financial
Bethesda,
Maryland
|
+$11.2M |
| 4 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
+$9.22M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$5.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$7.68M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
-$3.17M |
| 3 |
CP
Castleview Partners
Dallas,
Texas
|
-$2.6M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.69M |
| 5 |
SPWM
Straight Path Wealth Management
Jenison,
Michigan
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIM
101
Vista Investment Management
Pittsburgh,
Pennsylvania
| – | -$215K | -7,360 | Closed |
|
|
SCA
102
Snowden Capital Advisors
New York
| – | -$87K | -3,000 | Closed |
|
103
UBS Group
Zurich,
Switzerland
| – | -$77K | -2,633 | Closed |
|
104
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$26K | -900 | Closed |
|
PFEB Hedge Fund Activity: Q1 2022 in Review
92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2022, worth a combined $201M — up 136% from $85.2M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new PFEB positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 8 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $36.5M. The largest seller was WealthPLAN Partners, cutting an estimated $7.68M.
- 92 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2022, up from 73 in Q4 2021.
- Funds reported $201M of Innovator US Equity Power Buffer ETF February stock for Q1 2022, up 136% quarter-over-quarter.
- 32 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2022 and 12 closed out, a net change of +20 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2022 was AllianceBernstein, an estimated $36.5M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $7.68M sold.
Based on aggregated 13F filings for Q1 2022.