Innovator US Equity Power Buffer ETF February
PFEB
67 hedge funds and large institutions have $129M invested in Innovator US Equity Power Buffer ETF February in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
9% more capital invested
Capital invested by funds: $119M → $129M (+$10.2M)
3% more funds holding
Funds holding: 65 → 67 (+2)
2.6% more ownership
Funds ownership: 60.19% → 62.79% (+2.6%)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
+$9.24M |
| 2 |
MWM
Maltin Wealth Management
Ridgewood,
New Jersey
|
+$3.29M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$2.49M |
| 4 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
+$1.09M |
| 5 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$489K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$4.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.2M |
| 3 |
LWA
Lineweaver Wealth Advisors
Valley View,
Ohio
|
-$813K |
| 4 |
SW
SlateStone Wealth
Jupiter,
Florida
|
-$648K |
| 5 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$559K |
PFEB Hedge Fund Activity: Q2 2021 in Review
67 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2021, worth a combined $129M — up 8.6% from $119M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new PFEB positions and 5 closed out — a net gain of 2 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Avalon Capital Management, opening a new position worth an estimated $9.24M. The largest seller was Old Mission Capital, cutting an estimated $4.6M.
- 67 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2021, up from 65 in Q1 2021.
- Funds reported $129M of Innovator US Equity Power Buffer ETF February stock for Q2 2021, up 8.6% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2021 and 5 closed out, a net change of +2 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2021 was Avalon Capital Management, an estimated $9.24M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q2 2021 was Old Mission Capital, an estimated $4.6M sold.
Based on aggregated 13F filings for Q2 2021.