PFEB icon

Innovator US Equity Power Buffer ETF February

65 hedge funds and large institutions have $119M invested in Innovator US Equity Power Buffer ETF February in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 3 closing their positions.

Holders
65
Holders Change
+22
Holders Change %
+51.16%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
25
Increased
21
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
WP
1
WealthPLAN Partners
Nebraska
$26.7M 957,927 +110,999 +13%
BMM
2
Berkshire Money Management
Massachusetts
$11.6M 419,801 +419,801 New
AllianceBernstein
3
AllianceBernstein
Tennessee
$10.7M 387,449 +387,449 New
Osaic Holdings
4
Osaic Holdings
Arizona
$7.95M 288,979 +242,423 +521%
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$7M 254,248 +149,598 +143%
OMC
6
Old Mission Capital
Illinois
$5.78M 209,831 +160,596 +326%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$4.68M 169,900 +23,745 +16%
PCM
8
Penserra Capital Management
California
$4.47M 162,564 +52,440 +48%
HighTower Advisors
9
HighTower Advisors
Illinois
$4.46M 161,968 +52,145 +47%
WIA
10
World Investment Advisors
California
$2.31M 83,002 -4,357 -5%
SEP
11
Southland Equity Partners
Missouri
$2.3M 83,429 +83,429 New
BPA
12
Beacon Pointe Advisors
California
$2.18M 79,328 +52,122 +192%
BA
13
Bellwether Advisors
Nebraska
$2.1M 76,265 +23,408 +44%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.96M 71,153 +25,759 +57%
DI
15
DFPG Investments
Utah
$1.54M 55,525 -4,475 -7%
KAS
16
Kestra Advisory Services
Texas
$1.53M 55,557 +20,561 +59%
SW
17
SlateStone Wealth
Florida
$1.18M 42,980 -25,522 -37%
CRWM
18
Castle Rock Wealth Management
California
$1.06M 38,015 +38,015 New
SIA
19
Soltis Investment Advisors
Utah
$1.04M 37,930 -138,642 -79%
HFA
20
Hoover Financial Advisors
Pennsylvania
$1.01M 36,055 +36,055 New
GCP
21
Gill Capital Partners
Colorado
$978K 35,552 +22,164 +166%
BMD
22
Better Money Decisions
New Mexico
$972K 35,331 +35,331 New
Truist Financial
23
Truist Financial
North Carolina
$936K 34,000
VA
24
Valmark Advisers
Ohio
$846K 30,745 +30,745 New
BCM
25
Beck Capital Management
Texas
$832K 30,230