Innovator US Equity Power Buffer ETF February
PFEB
43 hedge funds and large institutions have $63.9M invested in Innovator US Equity Power Buffer ETF February in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
10% more funds holding
Funds holding: 39 → 43 (+4)
9.13% more ownership
Funds ownership: 54.61% → 63.74% (+9.1%)
1% more capital invested
Capital invested by funds: $63.5M → $63.9M (+$433K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
+$21M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.99M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$2.75M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$533K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$478K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$16.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$8.48M |
| 3 |
VBFP
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
|
-$2.56M |
| 4 |
PI
Parkside Investments
Deerfield,
Illinois
|
-$1.87M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$1.54M |
PFEB Hedge Fund Activity: Q4 2020 in Review
43 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2020, worth a combined $63.9M — up 0.68% from $63.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new PFEB positions and 5 closed out — a net gain of 5 holders — while 12 added to existing stakes and 9 trimmed.
The largest buyer was WealthPLAN Partners, adding an estimated $21M. The largest seller was SlateStone Wealth, cutting an estimated $16.7M.
- 43 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2020, up from 39 in Q3 2020.
- Funds reported $63.9M of Innovator US Equity Power Buffer ETF February stock for Q4 2020, up 0.68% quarter-over-quarter.
- 10 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2020 and 5 closed out, a net change of +5 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2020 was WealthPLAN Partners, an estimated $21M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q4 2020 was SlateStone Wealth, an estimated $16.7M sold.
Based on aggregated 13F filings for Q4 2020.