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Innovator US Equity Power Buffer ETF February
PFEB

Overview Fund Activity

177 hedge funds and large institutions have $581M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+39
Holders Change %
+28.26%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
51
Increased
79
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
1
Gradient Investments
Minnesota
$74.1M
2
BCM
2
Brookstone Capital Management
Illinois
$37.3M
3
AllianceBernstein
3
AllianceBernstein
Tennessee
$104M
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$13.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.8M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$63.2K
2
SIA
2
Soltis Investment Advisors
Utah
$205K
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$5.74M
4
OMC
4
Old Mission Capital
Illinois
$0
5
TI
5
tru Independence
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
101
Orion Capital Management
California
$529K +$17.1K +500 +3%
CPCM
102
Cardinal Point Capital Management
Ontario, Canada
$529K – – –
AWAG
103
ARS Wealth Advisors Group
Florida
$529K +$529K +15,476 New
WIM
104
WealthPlan Investment Management
Nebraska
$523K +$274K +8,026 +110%
AA
105
Advisory Alpha
Michigan
$522K +$522K +15,294 New
FFN
106
Focus Financial Network
Minnesota
$496K +$25.8K +770 +5%
OC
107
Oppenheimer & Co
New York
$496K +$496K +14,508 New
FCM
108
Firestone Capital Management
Florida
$491K – – –
FFG
109
Foundry Financial Group
New Hampshire
$468K – – –
SWM
110
Spire Wealth Management
Virginia
$467K +$68 +2 +0%
BRWA
111
B. Riley Wealth Advisors
Florida
$464K +$178K +5,850 +62%
NRC
112
New Republic Capital
North Carolina
$463K – – –
AF
113
Allworth Financial
California
$461K +$461K +13,495 New
AIA
114
Alera Investment Advisors
Illinois
$458K – – –
SPWM
115
Straight Path Wealth Management
Michigan
$453K +$453K +13,259 New
SWM
116
Sugarloaf Wealth Management
Georgia
$442K +$217K +6,339 +96%
AAP
117
Arax Advisory Partners
Colorado
$437K +$65.7K +1,922 +18%
VA
118
Valmark Advisers
Ohio
$436K +$124K +3,617 +40%
PWA
119
Pillar Wealth Advisors
Pennsylvania
$428K +$76.6K +2,242 +22%
CPIG
120
Chicago Partners Investment Group
Illinois
$426K +$29.9K +885 +8%
BFA
121
Beacon Financial Advisory
Ohio
$418K +$418K +12,250 New
SB
122
Strategic Blueprint
Georgia
$417K +$1.03K +30 +0.2%
BFEC
123
Benjamin F. Edwards & Company
Missouri
$417K -$42.7K -1,249 -9%
CWS
124
Cypress Wealth Services
California
$412K – – –
IA
125
IFP Advisors
Florida
$392K +$244K +7,129 +164%
3 4
5
6 7