Innovator US Equity Power Buffer ETF February
PFEB
63 hedge funds and large institutions have $101M invested in Innovator US Equity Power Buffer ETF February in 2021 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 28 reducing their positions, and 4 closing their positions.
4.42% less ownership
Funds ownership: 62.79% → 58.37% (-4.4%)
6% less funds holding
Funds holding: 67 → 63 (-4)
22% less capital invested
Capital invested by funds: $129M → $101M (-$28.4M)
64% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 28
75% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 4
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$872K |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$506K |
| 3 |
SEP
Southland Equity Partners
Wildwood,
Missouri
|
+$257K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$176K |
| 5 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$144K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$12.6M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$6.5M |
| 3 |
ACM
Avalon Capital Management
Port Of Redwood City,
California
|
-$3.84M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.47M |
| 5 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$776K |
PFEB Hedge Fund Activity: Q3 2021 in Review
63 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q3 2021, worth a combined $101M — down 22% from $129M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of PFEB and 1 opened new positions — a net loss of 3 holders — while 28 trimmed existing stakes and 10 added.
The largest buyer was Penserra Capital Management, adding an estimated $872K. The largest seller was WealthPLAN Partners, cutting an estimated $12.6M.
- 63 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q3 2021, down from 67 in Q2 2021.
- Funds reported $101M of Innovator US Equity Power Buffer ETF February stock for Q3 2021, down 22% quarter-over-quarter.
- 1 fund opened new Innovator US Equity Power Buffer ETF February positions in Q3 2021 and 4 closed out, a net change of -3 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q3 2021 was Penserra Capital Management, an estimated $872K added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q3 2021 was WealthPLAN Partners, an estimated $12.6M sold.
Based on aggregated 13F filings for Q3 2021.