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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$72.4M |
| 2 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$32.5M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
+$16M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$11.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$9.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$15.8M |
| 2 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
-$9.28M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
-$4.45M |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$1.3M |
| 5 |
TI
tru Independence
Portland,
Oregon
|
-$980K |
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.