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Innovator US Equity Power Buffer ETF February

92 hedge funds and large institutions have $201M invested in Innovator US Equity Power Buffer ETF February in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 39 increasing their positions, 8 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

388% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 8

167% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 12

136% more capital invested

Capital invested by funds: $85.2M → $201M (+$116M)

26% more funds holding

Funds holding: 7392 (+19)

0.73% less ownership

Funds ownership: 65.68%64.95% (-0.73%)

Holders
92
Holders Change
+19
Holders Change %
+26.03%
% of All Funds
1.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
39
Reduced
8
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$47.4M +$36.5M +1,257,350 +351%
BCM
2
Brookstone Capital Management
Illinois
$19.5M +$19.5M +672,814 New
XF
3
XML Financial
Maryland
$11.3M +$11.2M +386,050 New
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$10.9M +$5.69M +196,080 +112%
GSIS
5
Global Strategic Investment Solutions
Arizona
$9.32M +$9.22M +317,627 New
PCM
6
Penserra Capital Management
California
$8.2M +$1.33M +45,756 +20%
AWM
7
AE Wealth Management
Kansas
$5.72M +$5.21M +179,488 +1,171%
Osaic Holdings
8
Osaic Holdings
Arizona
$5.68M +$2.33M +80,367 +57%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$4.22M +$1M +34,595 +32%
SEP
10
Southland Equity Partners
Missouri
$3.81M +$768K +26,428 +26%
WP
11
WealthPLAN Partners
Nebraska
$3.62M -$7.68M -264,415 -67%
WIM
12
WealthPlan Investment Management
Nebraska
$3.62M +$3.76M +129,330 New
IA
13
IFP Advisors
Florida
$3.57M +$4.04M +139,180 +2,563%
BA
14
Bellwether Advisors
Nebraska
$3.22M +$10.7K +367 +0.3%
CAN
15
Cetera Advisor Networks
California
$3.2M +$2.75M +94,622 +653%
BPA
16
Beacon Pointe Advisors
California
$2.94M +$1.6M +54,942 +122%
LNC
17
Lincoln National Corp
Pennsylvania
$2.87M +$2.34M +80,445 +462%
WIA
18
World Investment Advisors
California
$2.7M +$54.3K +1,870 +2%
MFG
19
MTM Financial Group
Pennsylvania
$2.51M +$2.48M +85,457 New
DHGWA
20
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2.16M +$2.08M +71,474 +3,568%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.99M +$567K +19,509 +40%
KAS
22
Kestra Advisory Services
Texas
$1.99M +$405K +13,952 +26%
Truist Financial
23
Truist Financial
North Carolina
$1.78M +$778K +26,801 +79%
GCP
24
Gill Capital Partners
Colorado
$1.69M +$753K +25,938 +82%
MCM
25
MAI Capital Management
Ohio
$1.67M +$1.65M +56,960 New

PFEB Hedge Fund Activity: Q1 2022 in Review

92 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2022, worth a combined $201M — up 136% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new PFEB positions and 12 closed out — a net gain of 20 holders — while 39 added to existing stakes and 8 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $36.5M. The largest seller was WealthPLAN Partners, cutting an estimated $7.68M.

  • 92 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2022, up from 73 in Q4 2021.
  • Funds reported $201M of Innovator US Equity Power Buffer ETF February stock for Q1 2022, up 136% quarter-over-quarter.
  • 32 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2022 and 12 closed out, a net change of +20 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2022 was AllianceBernstein, an estimated $36.5M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2022 was WealthPLAN Partners, an estimated $7.68M sold.

Based on aggregated 13F filings for Q1 2022.