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Innovator US Equity Power Buffer ETF February
PFEB

181 hedge funds and large institutions have $414M invested in Innovator US Equity Power Buffer ETF February in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 20

3% more funds holding

Funds holding: 176 → 181 (+5)

2.54% less ownership

Funds ownership: 77.45% → 74.91% (-2.5%)

18% less capital invested

Capital invested by funds: $502M → $414M (-$87.9M)

89% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 88

Holders
181
Holders Change
+5
Holders Change %
+2.84%
% of All Funds
2.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
10
Reduced
88
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$6.54M
2
W
WPWealth
Texas
+$1.84M
3
WIA
World Investment Advisors
California
+$701K
4
HF
HRT Financial
New York
+$613K
5
FFA
Farther Finance Advisors
California
+$496K

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$82.3M
2
AllianceBernstein
AllianceBernstein
Tennessee
-$3.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.94M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.44M
5
CAC
Certified Advisory Corp
Florida
-$2.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
126
Beacon Financial Advisory
Ohio
$340K -$109K -3,000 -24%
TSS
127
Two Sigma Securities
New York
$337K +$334K +9,158 New
FCM
128
Firestone Capital Management
Florida
$328K – – –
BFS
129
BridgePort Financial Solutions
Iowa
$327K +$326K +8,936 New
Q1WB
130
Quest 10 Wealth Builders
Virginia
$327K +$324K +8,878 New
RAS
131
RPS Advisory Solutions
Kentucky
$317K – – –
SP
132
Sequent Planning
Nebraska
$315K +$66K +1,811 +27%
CFP
133
Cypress Financial Planning
New Jersey
$305K – – –
RWM
134
Riverchase Wealth Management
Texas
$305K +$302K +8,278 New
SSW
135
Smith Shellnut Wilson
Mississippi
$302K – – –
SS
136
Sunbelt Securities
Texas
$296K – – –
MA
137
Mutual Advisors
Nebraska
$283K – – –
CCG
138
Catalina Capital Group
California
$280K – – –
SOS
139
Silver Oak Securities
Tennessee
$274K +$13K +356 +5%
Creative Planning
140
Creative Planning
Kansas
$274K – – –
OWA
141
Outlook Wealth Advisors
Texas
$272K – – –
IFG
142
Independent Financial Group
California
$262K – – –
GTAM
143
Global Trust Asset Management
Florida
$258K – – –
DIM
144
Delta Investment Management
California
$256K – – –
Mariner
145
Mariner
Kansas
$230K -$187K -5,132 -45%
MWP
146
Madison Wealth Partners
Wisconsin
$228K – – –
SWP
147
Summit Wealth Partners
Florida
$226K -$46.4K -1,272 -17%
VIM
148
Vista Investment Management
Pennsylvania
$224K – – –
PIAS
149
PCA Investment Advisory Services
Ohio
$223K – – –
CAPTRUST Financial Advisors
150
CAPTRUST Financial Advisors
North Carolina
$220K -$321K -8,806 -60%
4 5
6
7 8

PFEB Hedge Fund Activity: Q4 2024 in Review

181 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2024, worth a combined $414M — down 18% from $502M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new PFEB positions and 20 closed out — a net gain of 7 holders — while 10 added to existing stakes and 88 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $6.54M. The largest seller was Gradient Investments, cutting an estimated $82.3M.

  • 181 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2024, up from 176 in Q3 2024.
  • Funds reported $414M of Innovator US Equity Power Buffer ETF February stock for Q4 2024, down 18% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2024 and 20 closed out, a net change of +7 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2024 was Penserra Capital Management, an estimated $6.54M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q4 2024 was Gradient Investments, an estimated $82.3M sold.

Based on aggregated 13F filings for Q4 2024.