Innovator US Equity Power Buffer ETF February
PFEB
87 hedge funds and large institutions have $194M invested in Innovator US Equity Power Buffer ETF February in 2022 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 9 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
7.89% more ownership
Funds ownership: 64.95% → 72.84% (+7.9%)
4% less capital invested
Capital invested by funds: $201M → $194M (-$7.27M)
5% less funds holding
Funds holding: 92 → 87 (-5)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$7.78M |
| 2 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.6M |
| 3 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$2.29M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.11M |
| 5 |
FMWA
Forvis Mazars Wealth Advisors
Springfield,
Missouri
|
+$2.03M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$2.7M |
| 2 |
Jane Street
New York
|
-$1.43M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$1.14M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$792K |
PFEB Hedge Fund Activity: Q2 2022 in Review
87 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2022, worth a combined $194M — down 3.6% from $201M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of PFEB and 7 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 24 added.
The largest buyer was Brookstone Capital Management, adding an estimated $7.78M. The largest seller was World Investment Advisors, exiting entirely with an estimated $2.7M sold.
- 87 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2022, down from 92 in Q1 2022.
- Funds reported $194M of Innovator US Equity Power Buffer ETF February stock for Q2 2022, down 3.6% quarter-over-quarter.
- 7 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2022 and 9 closed out, a net change of -2 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2022 was Brookstone Capital Management, an estimated $7.78M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q2 2022 was World Investment Advisors, an estimated $2.7M sold.
Based on aggregated 13F filings for Q2 2022.