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Innovator US Equity Power Buffer ETF February
PFEB

181 hedge funds and large institutions have $414M invested in Innovator US Equity Power Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 → 181 (+5)

2.54% less ownership

Funds ownership: 77.45% → 74.91% (-2.5%)

18% less capital invested

Capital invested by funds: $502M → $414M (-$87.9M)

89% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 88

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
10
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.54M
2
W
WPWealth
Texas
+$1.84M
3
WIA
World Investment Advisors
California
+$701K
4
HF
HRT Financial
New York
+$613K
5
FFA
Farther Finance Advisors
California
+$496K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$82.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
5
CAC
Certified Advisory Corp
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
Whipplewood Advisors
Colorado
$483K +$479K +13,132 New
IA
102
IFP Advisors
Florida
$476K -$594K -16,300 -56%
Betterment LLC
103
Betterment LLC
New York
$472K -$227K -6,240 -33%
AAP
104
Arax Advisory Partners
Colorado
$468K -$1.9K -52 -0.4%
SPWM
105
Straight Path Wealth Management
Michigan
$465K – – –
JCM
106
Jacobi Capital Management
Pennsylvania
$461K – – –
HA
107
Helium Advisors
Washington
$459K +$455K +12,480 New
DFA
108
DHJJ Financial Advisors
Illinois
$457K -$207K -5,686 -31%
SB
109
Strategic Blueprint
Georgia
$446K -$28.4K -779 -6%
MFS
110
Mattson Financial Services
Michigan
$445K -$120K -3,289 -21%
TWP
111
Triad Wealth Partners
Kansas
$443K -$24.4K -669 -5%
WIM
112
WealthPlan Investment Management
Nebraska
$443K -$45.7K -1,254 -9%
GI
113
Gradient Investments
Minnesota
$443K -$82.3M -2,256,764 -99%
SWM
114
Sugarloaf Wealth Management
Georgia
$436K – – –
HWM
115
HB Wealth Management
Georgia
$421K +$106K +2,896 +34%
CPIG
116
Chicago Partners Investment Group
Illinois
$420K – – –
LBC
117
Leigh Baldwin & Co
New York
$420K +$416K +11,400 New
VA
118
Valmark Advisers
Ohio
$416K -$53.1K -1,456 -11%
OIA
119
OneDigital Investment Advisors
Kansas
$409K -$1.85M -50,857 -82%
CAL
120
Capital Analysts LLC
Pennsylvania
$395K – – –
WTFG
121
Wood Tarver Financial Group
Idaho
$387K +$384K +10,541 New
BEI
122
Benjamin Edwards Inc
Missouri
$382K -$66.5K -1,825 -15%
TFS
123
Thoroughbred Financial Services
Tennessee
$368K – – –
RA
124
RFG Advisory
Alabama
$357K -$366K -10,036 -51%
AWS
125
Atria Wealth Solutions
New York
$357K -$9.11K -250 -3%
3 4
5
6 7

PFEB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2024, worth a combined $414M — down 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFEB positions and 20 closed out — a net gain of 7 holders — while 10 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.54M. The largest seller was Gradient Investments, cutting an estimated $82.3M.

  • 181 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $414M of Innovator US Equity Power Buffer ETF February stock for Q4 2024, down 18% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $6.54M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2024 was Gradient Investments, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.