Innovator US Equity Power Buffer ETF February
PFEB
139 hedge funds and large institutions have $335M invested in Innovator US Equity Power Buffer ETF February in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 63 reducing their positions, and 9 closing their positions.
100% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 9
5% more funds holding
Funds holding: 132 → 139 (+7)
0.99% less ownership
Funds ownership: 72.87% → 71.88% (-0.99%)
1% less capital invested
Capital invested by funds: $339M → $335M (-$3.98M)
62% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 63
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$13.2M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$9.44M |
| 3 |
SIA
Soltis Investment Advisors
St. George,
Utah
|
+$8.89M |
| 4 |
PCM
Penserra Capital Management
Orinda,
California
|
+$5.95M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$23M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$8.07M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$7.14M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.13M |
| 5 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$2.57M |
PFEB Hedge Fund Activity: Q4 2023 in Review
139 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q4 2023, worth a combined $335M — down 1.2% from $339M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PFEB positions and 9 closed out — a net gain of 9 holders — while 24 added to existing stakes and 63 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $13.2M. The largest seller was AllianceBernstein, cutting an estimated $23M.
- 139 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q4 2023, up from 132 in Q3 2023.
- Funds reported $335M of Innovator US Equity Power Buffer ETF February stock for Q4 2023, down 1.2% quarter-over-quarter.
- 18 funds opened new Innovator US Equity Power Buffer ETF February positions in Q4 2023 and 9 closed out, a net change of +9 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q4 2023 was JP Morgan Chase, an estimated $13.2M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q4 2023 was AllianceBernstein, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2023.