PFEB icon

Innovator US Equity Power Buffer ETF February

143 hedge funds and large institutions have $467M invested in Innovator US Equity Power Buffer ETF February in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 62 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
-1
Holders Change %
-0.69%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
14
Increased
23
Reduced
62
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
HBW
126
Hazlett, Burt & Watson
West Virginia
$150K
UBS Group
127
UBS Group
Switzerland
$124K +$124K +4,018 New
CFD
128
Creative Financial Designs
Indiana
$108K
PP
129
PFS Partners
New Jersey
$99K -$31 -1 -0%
WIM
130
WealthPlan Investment Management
Nebraska
$92.9K -$143K -4,633 -61%
Morgan Stanley
131
Morgan Stanley
New York
$89.1K
FA
132
Fiduciary Alliance
South Carolina
$73.3K +$73.3K +2,382 New
AF
133
Advisornet Financial
Minnesota
$63.9K
WP
134
WealthShield Partners
North Carolina
$52.3K -$47.8K -1,553 -48%
WP
135
WealthPLAN Partners
Nebraska
$28.9K
CHC
136
City Holding Co
West Virginia
$21.6K
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$15.4K
AF
138
Allworth Financial
California
$11.6K +$11.6K +378 New
IRAG
139
Investment Research & Advisory Group
Georgia
$9.24K +$9.24K +300 New
Royal Bank of Canada
140
Royal Bank of Canada
Ontario, Canada
$9K -$246K -8,161 -96%
BWM
141
Baystate Wealth Management
Massachusetts
$7.98K
OIA
142
Optimum Investment Advisors
Illinois
$7.7K
LFG
143
Larson Financial Group
Missouri
$585 +$585 +19 New
FCFC
144
First Commonwealth Financial Corp
Pennsylvania
-$1.37M -46,718 Closed
BBHC
145
Brown Brothers Harriman & Co
New York
-$748K -25,600 Closed
AWS
146
Atria Wealth Solutions
New York
-$487K -16,656 Closed
MCC
147
Money Concepts Capital
Florida
-$141K -13,752 Closed
MHS
148
M Holdings Securities
Oregon
-$277K -9,475 Closed
IP
149
Investment Partners
Ohio
-$249K -8,512 Closed
PWMG
150
Pinnacle Wealth Management Group
Michigan
-$220K -7,530 Closed