We are live on ! Find out more
PFEB icon

Innovator US Equity Power Buffer ETF February
PFEB

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181 → 208 (+27)

2.02% less ownership

Funds ownership: 74.91% → 72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AllianceBernstein
AllianceBernstein
Tennessee
+$35.2M
2
BCM
Brookstone Capital Management
Illinois
+$31.8M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$27M
4
RCMF
RK Capital Management (Florida)
Florida
+$23.8M
5
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$13.8M

Top Sellers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$10.2M
2
Osaic Holdings
Osaic Holdings
Arizona
-$2.33M
3
W
WPWealth
Texas
-$1.27M
4
FMWA
Forvis Mazars Wealth Advisors
Missouri
-$1.11M
5
SWA
Stratos Wealth Advisors
Ohio
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFN
101
Focus Financial Network
Minnesota
$702K +$134K +3,636 +23%
HAS
102
HBW Advisory Services
California
$692K +$709K +19,314 New
CA
103
Continuum Advisory
Idaho
$672K -$394K -10,722 -36%
AWA
104
Arkadios Wealth Advisors
Georgia
$653K +$669K +18,217 New
BFC
105
Bedel Financial Consulting
Indiana
$635K -$6.76K -184 -1%
DFA
106
DHJJ Financial Advisors
Illinois
$626K +$185K +5,049 +41%
LWM
107
Lakeridge Wealth Management
Ohio
$614K +$2.94K +80 +0.5%
PWM
108
PTM Wealth Management
United States
$602K +$661K +17,992 New
SPWM
109
Straight Path Wealth Management
Michigan
$596K +$147K +4,003 +32%
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$588K +$1.98K +54 +0.3%
W
111
WPWealth
Texas
$563K -$1.27M -34,698 -69%
HA
112
Helium Advisors
Washington
$549K +$105K +2,855 +23%
VBFP
113
Valtinson Bruner Financial Planning
Minnesota
$542K -$17K -464 -3%
SWM
114
Spire Wealth Management
Virginia
$536K +$49.3K +1,342 +10%
TWP
115
Triad Wealth Partners
Kansas
$526K +$96.9K +2,639 +22%
KFGG
116
Keystone Financial Group (Georgia)
Georgia
$524K +$9.33K +254 +2%
FCFC
117
First Commonwealth Financial Corp
Pennsylvania
$523K -$5.07K -138 -0.9%
AWM
118
Axxcess Wealth Management
California
$522K +$536K +14,585 New
RA
119
RFG Advisory
Alabama
$521K +$177K +4,823 +50%
SF
120
Seros Financial
Arizona
$518K – – –
PF
121
Phoenix Financial
Israel
$515K +$528K +14,375 New
IFG
122
Independent Financial Group
California
$506K +$257K +7,000 +98%
FFG
123
Foundry Financial Group
New Hampshire
$489K – – –
NRC
124
New Republic Capital
North Carolina
$485K – – –
CAL
125
Capital Analysts LLC
Pennsylvania
$481K +$98.8K +2,692 +25%
3 4
5
6 7

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.