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Innovator US Equity Power Buffer ETF February

208 hedge funds and large institutions have $666M invested in Innovator US Equity Power Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $623M → $666M (+$43.4M)

1.98% more ownership

Funds ownership: 72.89%74.87% (+2%)

0% more funds holding

Funds holding: 208208 (0)

33% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 76

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
51
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
101
PTM Wealth Management
United States
$653K -$33.3K -917 -5%
IFG
102
Independent Financial Group
California
$651K +$109K +3,000 +21%
SPWM
103
Straight Path Wealth Management
Michigan
$633K
FCFC
104
First Commonwealth Financial Corp
Pennsylvania
$618K +$60.4K +1,663 +11%
FFN
105
Focus Financial Network
Minnesota
$613K -$125K -3,454 -18%
HA
106
Helium Advisors
Washington
$583K
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$580K -$42.4K -1,169 -7%
AWM
108
Axxcess Wealth Management
California
$554K
SF
109
Seros Financial
Arizona
$549K
PF
110
Phoenix Financial
Israel
$546K
VBFP
111
Valtinson Bruner Financial Planning
Minnesota
$541K -$32.6K -897 -6%
TWP
112
Triad Wealth Partners
Kansas
$539K -$18.3K -505 -3%
KFGG
113
Keystone Financial Group (Georgia)
Georgia
$534K -$25.8K -711 -5%
SWM
114
Spire Wealth Management
Virginia
$521K -$45.6K -1,255 -8%
FFG
115
Foundry Financial Group
New Hampshire
$519K
NRC
116
New Republic Capital
North Carolina
$515K
CAL
117
Capital Analysts LLC
Pennsylvania
$511K
Mariner
118
Mariner
Kansas
$491K
WTFG
119
Wood Tarver Financial Group
Idaho
$485K -$452K -12,451 -49%
JCM
120
Jacobi Capital Management
Pennsylvania
$476K
BEI
121
Benjamin Edwards Inc
Missouri
$476K +$4.83K +133 +1%
CPIG
122
Chicago Partners Investment Group
Illinois
$471K -$14.3K -393 -3%
TSW
123
Three Seasons Wealth
Utah
$458K
SCA
124
Stuart Chaussee & Associates
California
$432K +$413K +11,365 New
CFP
125
Cypress Financial Planning
New Jersey
$428K +$10.2K +281 +3%

PFEB Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2025, worth a combined $666M — up 7% from $623M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PFEB positions and 20 closed out — a net gain of 2 holders — while 51 added to existing stakes and 76 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $18.1M. The largest seller was AE Wealth Management, cutting an estimated $12.4M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $666M of Innovator US Equity Power Buffer ETF February stock for Q2 2025, up 7% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2025 and 20 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2025 was Old Mission Capital, an estimated $18.1M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q2 2025 was AE Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2025.