PFEB icon

Innovator US Equity Power Buffer ETF February

177 hedge funds and large institutions have $581M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 79 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
+39
Holders Change %
+28.26%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
51
Increased
79
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JWBC
151
John W. Brooker & Co
California
$217K
MWP
152
Madison Wealth Partners
Wisconsin
$211K +$211K +6,185 New
VIM
153
Vista Investment Management
Pennsylvania
$208K +$208K +6,092 New
PIAS
154
PCA Investment Advisory Services
Ohio
$207K +$207K +6,050 New
SIA
155
Soltis Investment Advisors
Utah
$205K -$9.49M -277,885 -98%
MAM
156
Milestone Asset Management
Pennsylvania
$203K +$203K +5,944 New
CP
157
Castleview Partners
Texas
$152K
HBW
158
Hazlett, Burt & Watson
West Virginia
$149K
AF
159
Advisornet Financial
Minnesota
$138K +$66.7K +1,954 +94%
CFD
160
Creative Financial Designs
Indiana
$120K
CPA
161
Clear Point Advisors
New York
$119K
HI
162
Harbour Investments
Wisconsin
$75.7K -$249K -7,282 -77%
WWM
163
Wagner Wealth Management
South Carolina
$68.3K
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$63.2K -$16.2M -473,151 -100%
Morgan Stanley
165
Morgan Stanley
New York
$44.9K -$33.3K -976 -43%
EWM
166
Evermay Wealth Management
Virginia
$37.6K +$37.6K +1,100 New
CB
167
CNB Bank
Pennsylvania
$35K +$35K +1,024 New
CHC
168
City Holding Co
West Virginia
$23.9K
Bank of Montreal
169
Bank of Montreal
Ontario, Canada
$23.1K +$6.02K +176 +35%
UBS Group
170
UBS Group
Switzerland
$20.5K -$57.6K -1,685 -74%
NS
171
NBC Securities
Alabama
$15K +$15K +450 New
EWA
172
EverSource Wealth Advisors
Alabama
$12.9K +$12.9K +383 New
SPIA
173
Steward Partners Investment Advisory
New York
$12.3K +$12.3K +359 New
ACM
174
Anfield Capital Management
California
$11.8K +$11.8K +345 New
OIA
175
Optimum Investment Advisors
Illinois
$8.54K