We are live on ! Find out more
PFEB icon

Innovator US Equity Power Buffer ETF February

144 hedge funds and large institutions have $470M invested in Innovator US Equity Power Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 63 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

4% more capital invested

Capital invested by funds: $451M → $470M (+$19M)

1% less funds holding

Funds holding: 145144 (-1)

5.47% less ownership

Funds ownership: 79.26%73.79% (-5.5%)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

63% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 63

Holders
144
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
14
Increased
23
Reduced
63
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Pillar Wealth Advisors
Pennsylvania
$317K
IA
102
IFP Advisors
Florida
$311K -$196K -6,572 -39%
TI
103
tru Independence
Oregon
$307K +$21K +704 +8%
TFS
104
Thoroughbred Financial Services
Tennessee
$307K
HI
105
Harbour Investments
Wisconsin
$292K
VIM
106
Vista Investment Management
Pennsylvania
$288K -$10.4K -350 -4%
HAS
107
HBW Advisory Services
California
$287K -$1.31M -44,016 -83%
OWA
108
Outlook Wealth Advisors
Texas
$273K
RA
109
RFG Advisory
Alabama
$272K
AIA
110
Alera Investment Advisors
Illinois
$266K
SWP
111
Summit Wealth Partners
Florida
$265K -$40.9K -1,373 -14%
SS
112
Sunbelt Securities
Texas
$264K -$59.6K -2,000 -19%
BWM
113
Brown Wealth Management
Illinois
$253K +$245K +8,211 New
SAG
114
SageView Advisory Group
California
$249K
TSS
115
Two Sigma Securities
New York
$242K +$234K +7,853 New
CWM
116
Congress Wealth Management
Massachusetts
$239K
FFA
117
Fragasso Financial Advisors
Pennsylvania
$237K
BCI
118
Brinker Capital Investments
Pennsylvania
$237K +$229K +7,682 New
OPS
119
Orion Portfolio Solutions
Nebraska
$237K +$229K +7,682 New
RFG
120
Range Financial Group
Oregon
$229K -$7.6M -255,186 -97%
GTAM
121
Global Trust Asset Management
Florida
$216K
PFPT
122
Pinnacle Financial Partners (Tennessee)
Tennessee
$212K +$206K +6,900 New
ICG
123
InterOcean Capital Group
Tennessee
$210K -$1.25M -41,855 -86%
SWM
124
Sugarloaf Wealth Management
Georgia
$203K
SB
125
Strategic Blueprint
Georgia
$201K +$194K +6,527 New

PFEB Hedge Fund Activity: Q2 2023 in Review

144 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2023, worth a combined $470M — up 4.2% from $451M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PFEB positions and 12 closed out — a net gain of 2 holders — while 23 added to existing stakes and 63 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $8.09M. The largest seller was Range Financial Group, cutting an estimated $7.6M.

  • 144 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2023, down from 145 in Q1 2023.
  • Funds reported $470M of Innovator US Equity Power Buffer ETF February stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2023 and 12 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2023 was Janney Montgomery Scott, an estimated $8.09M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q2 2023 was Range Financial Group, an estimated $7.6M sold.

Based on aggregated 13F filings for Q2 2023.