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Innovator US Equity Power Buffer ETF February
PFEB

179 hedge funds and large institutions have $584M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

233% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 24

74% more capital invested

Capital invested by funds: $335M → $584M (+$249M)

29% more funds holding

Funds holding: 139 → 179 (+40)

2.46% less ownership

Funds ownership: 71.89% → 69.42% (-2.5%)

Holders
179
Holders Change
+40
Holders Change %
+28.78%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
80
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$72.4M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$16M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.17M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
SIA
Soltis Investment Advisors
Utah
-$9.28M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.45M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
TI
tru Independence
Oregon
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
126
IFP Advisors
Florida
$392K +$238K +7,129 +164%
Mariner
127
Mariner
Kansas
$389K +$380K +11,378 New
CFP
128
Cypress Financial Planning
New Jersey
$368K +$102K +3,040 +39%
CAL
129
Capital Analysts LLC
Pennsylvania
$367K +$359K +10,746 New
OWA
130
Outlook Wealth Advisors
Texas
$353K +$135K +4,042 +64%
TFS
131
Thoroughbred Financial Services
Tennessee
$341K – – –
CG
132
Castellan Group
Kentucky
$340K +$333K +9,965 New
WP
133
WealthPLAN Partners
Nebraska
$340K +$332K +9,946 New
SOS
134
Silver Oak Securities
Tennessee
$333K -$88.1K -2,636 -21%
SWP
135
Summit Wealth Partners
Florida
$324K +$316K +9,473 New
PA
136
PFG Advisors
Arizona
$310K +$303K +9,081 New
Royal Bank of Canada
137
Royal Bank of Canada
Ontario, Canada
$293K +$154K +4,611 +117%
BWM
138
Brown Wealth Management
Illinois
$288K +$7.55K +226 +3%
DIM
139
Delta Investment Management
California
$281K +$274K +8,213 New
SSW
140
Smith Shellnut Wilson
Mississippi
$281K +$274K +8,212 New
SS
141
Sunbelt Securities
Texas
$275K – – –
CCG
142
Catalina Capital Group
California
$272K +$20K +600 +8%
MA
143
Mutual Advisors
Nebraska
$267K -$3.01K -90 -1%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$263K – – –
Bank of America
145
Bank of America
North Carolina
$258K +$252K +7,550 New
Creative Planning
146
Creative Planning
Kansas
$254K -$98.2K -2,941 -28%
PS
147
Principal Securities
Iowa
$244K +$239K +7,150 New
GTAM
148
Global Trust Asset Management
Florida
$239K – – –
NFG
149
Nations Financial Group
Iowa
$238K -$89.2K -2,670 -28%
OCFG
150
O'Connor Financial Group
Illinois
$237K +$232K +6,937 New
4 5
6
7 8

PFEB Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2024, worth a combined $584M — up 74% from $335M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFEB positions and 9 closed out — a net gain of 43 holders — while 80 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $72.4M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 179 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $584M of Innovator US Equity Power Buffer ETF February stock for Q1 2024, up 74% quarter-over-quarter.
  • 52 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2024 and 9 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $72.4M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2024 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.