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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$6.54M |
| 2 |
W
WPWealth
Fort Worth,
Texas
|
+$1.84M |
| 3 |
WIA
World Investment Advisors
Santa Barbara,
California
|
+$701K |
| 4 |
HF
HRT Financial
New York
|
+$613K |
| 5 |
FFA
Farther Finance Advisors
San Francisco,
California
|
+$496K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
-$82.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$3.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.94M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.44M |
| 5 |
CAC
Certified Advisory Corp
Altamonte Springs,
Florida
|
-$2.39M |
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.