PFEB icon

Innovator US Equity Power Buffer ETF February

205 hedge funds and large institutions have $635M invested in Innovator US Equity Power Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 49 increasing their positions, 75 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
-1
Holders Change %
-0.49%
% of All Funds
2.75%
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
49
Reduced
75
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SPWM
101
Straight Path Wealth Management
Michigan
$633K
FCFC
102
First Commonwealth Financial Corp
Pennsylvania
$618K +$63.2K +1,663 +11%
FFN
103
Focus Financial Network
Minnesota
$613K -$131K -3,454 -18%
HA
104
Helium Advisors
Washington
$583K
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$580K -$44.5K -1,169 -7%
AWM
106
Axxcess Wealth Management
California
$554K
SF
107
Seros Financial
Arizona
$549K
PF
108
Phoenix Financial
Israel
$546K
VBFP
109
Valtinson Bruner Financial Planning
Minnesota
$541K -$34.1K -897 -6%
TWP
110
Triad Wealth Partners
Kansas
$539K -$19.2K -505 -3%
KFGG
111
Keystone Financial Group (Georgia)
Georgia
$534K -$27.3K -711 -5%
SWM
112
Spire Wealth Management
Virginia
$521K -$47.7K -1,255 -8%
FFG
113
Foundry Financial Group
New Hampshire
$519K
NRC
114
New Republic Capital
North Carolina
$515K
CAL
115
Capital Analysts LLC
Pennsylvania
$511K
Mariner
116
Mariner
Kansas
$491K
WTFG
117
Wood Tarver Financial Group
Idaho
$485K -$472K -12,451 -49%
JCM
118
Jacobi Capital Management
Pennsylvania
$476K
BEI
119
Benjamin Edwards Inc
Missouri
$476K +$5.06K +133 +1%
CPIG
120
Chicago Partners Investment Group
Illinois
$471K -$15.2K -393 -3%
TSW
121
Three Seasons Wealth
Utah
$458K
SCA
122
Stuart Chaussee & Associates
California
$432K +$432K +11,365 New
CFP
123
Cypress Financial Planning
New Jersey
$428K +$10.7K +281 +3%
SOS
124
Silver Oak Securities
Tennessee
$426K -$12.8K -336 -3%
Betterment LLC
125
Betterment LLC
New York
$423K -$31.2K -820 -7%