Innovator US Equity Power Buffer ETF February
PFEB
85 hedge funds and large institutions have $157M invested in Innovator US Equity Power Buffer ETF February in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 8 increasing their positions, 33 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
0% more funds holding
Funds holding: 85 → 85 (0)
4% less capital invested
Capital invested by funds: $163M → $157M (-$6.07M)
1.14% less ownership
Funds ownership: 69.36% → 68.23% (-1.1%)
76% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$3.46M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.15M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$1.36M |
| 4 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
+$1.14M |
| 5 |
Cerity Partners
New York
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GSIS
Global Strategic Investment Solutions
Scottsdale,
Arizona
|
-$8.25M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$4.76M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$2.49M |
| 4 |
WIA
World Investment Advisors
Santa Barbara,
California
|
-$2.36M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$772K |
PFEB Hedge Fund Activity: Q4 2022 in Review
85 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2022, worth a combined $157M — down 3.7% from $163M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new PFEB positions and 11 closed out — a net gain of 3 holders — while 8 added to existing stakes and 33 trimmed.
The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $3.46M. The largest seller was Global Strategic Investment Solutions, exiting entirely with an estimated $8.25M sold.
- 85 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $157M of Innovator US Equity Power Buffer ETF February stock for Q4 2022, down 3.7% quarter-over-quarter.
- 14 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2022 and 11 closed out, a net change of +3 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2022 was Soltis Investment Advisors, an estimated $3.46M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q4 2022 was Global Strategic Investment Solutions, an estimated $8.25M sold.
Based on aggregated 13F filings for Q4 2022.