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Innovator US Equity Power Buffer ETF February

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181208 (+27)

2.02% less ownership

Funds ownership: 74.91%72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
176
CAPTRUST Financial Advisors
North Carolina
$214K
MAM
177
Milestone Asset Management
Pennsylvania
$208K -$4.7K -128 -2%
Q1WB
178
Quest 10 Wealth Builders
Virginia
$207K -$114K -3,104 -35%
MCM
179
Mitchell Capital Management
Kansas
$204K +$209K +5,700 New
SS
180
Sunbelt Securities
Texas
$179K -$112K -3,047 -38%
CIAS
181
Capital Investment Advisory Services
North Carolina
$143K +$146K +3,976 +13,253%
AF
182
Allworth Financial
California
$131K -$429K -11,690 -76%
EWM
183
Evermay Wealth Management
Virginia
$131K +$134K +3,657 New
HBW
184
Hazlett, Burt & Watson
West Virginia
$123K
CCM
185
Coldstream Capital Management
Washington
$115K +$118K +3,206 New
JP Morgan Chase
186
JP Morgan Chase
New York
$112K -$53.3K -1,452 -32%
FNWA
187
Financial Network Wealth Advisors
Utah
$110K +$19.6K +534 +21%
PS
188
Principal Securities
Iowa
$107K
Royal Bank of Canada
189
Royal Bank of Canada
Ontario, Canada
$98K +$93.4K +2,544 +1,360%
LRWM
190
Lord & Richards Wealth Management
Colorado
$81.1K +$83.2K +2,265 New
WWMSC
191
Wagner Wealth Management (South Carolina)
South Carolina
$71.6K
RCA
192
Runnymede Capital Advisors
Ohio
$69.8K -$55.2K -1,502 -44%
AF
193
Advisornet Financial
Minnesota
$64.4K -$4.96K -135 -7%
IMC
194
Investment Management Corporation
Virginia
$57.3K
BWM
195
Bernard Wealth Management
Michigan
$44K +$32.8K +893 +267%
CHC
196
City Holding Co
West Virginia
$25.1K
Bank of Montreal
197
Bank of Montreal
Ontario, Canada
$24.2K
Wells Fargo
198
Wells Fargo
California
$21.5K
TCA
199
Trifecta Capital Advisors
Illinois
$19.4K +$19.9K +541 New
PSFG
200
Park Square Financial Group
Georgia
$16.8K +$17.2K +468 New

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.