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Innovator US Equity Power Buffer ETF February
PFEB

179 hedge funds and large institutions have $584M invested in Innovator US Equity Power Buffer ETF February in 2024 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 80 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

478% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 9

233% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 24

74% more capital invested

Capital invested by funds: $335M → $584M (+$249M)

29% more funds holding

Funds holding: 139 → 179 (+40)

2.46% less ownership

Funds ownership: 71.89% → 69.42% (-2.5%)

Holders
179
Holders Change
+40
Holders Change %
+28.78%
% of All Funds
2.58%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
52
Increased
80
Reduced
24
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GI
Gradient Investments
Minnesota
+$72.4M
2
BCM
Brookstone Capital Management
Illinois
+$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$16M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$11.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$9.17M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$15.8M
2
SIA
Soltis Investment Advisors
Utah
-$9.28M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$4.45M
4
OMC
Old Mission Capital
Illinois
-$1.3M
5
TI
tru Independence
Oregon
-$980K
Name Holding Trade Value Shares
Change 		Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$104M +$16M +479,775 +19%
GI
2
Gradient Investments
Minnesota
$74.1M +$72.4M +2,166,427 +102,142%
BCM
3
Brookstone Capital Management
Illinois
$37.3M +$32.5M +974,209 +828%
PCM
4
Penserra Capital Management
California
$34.2M +$2.56M +76,680 +8%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.8M +$9.17M +274,595 +90%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$19.3M +$7.07M +211,615 +60%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.8M +$7.61M +227,686 +71%
LNC
8
Lincoln National Corp
Pennsylvania
$15.6M +$1.85M +55,256 +14%
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
$13.1M +$11.3M +337,864 +725%
KAS
10
Kestra Advisory Services
Texas
$12.1M +$6.68M +199,833 +129%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$9.06M +$2.97M +88,986 +51%
MMA
12
Miracle Mile Advisors
California
$8.87M -$355K -10,627 -4%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.56M +$6.83M +204,422 +443%
SWPG
14
Strategic Wealth Partners Group
Illinois
$8.12M +$4.12M +123,402 +108%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.11M +$5.04M +150,962 +264%
BPA
16
Beacon Pointe Advisors
California
$6.6M +$2.92M +87,389 +83%
Mercer Global Advisors
17
Mercer Global Advisors
Colorado
$5.74M -$4.45M -133,172 -44%
HighTower Advisors
18
HighTower Advisors
Illinois
$5.41M +$2.68M +80,281 +103%
SEP
19
Southland Equity Partners
Missouri
$5.22M +$351K +10,497 +7%
BWM
20
BCS Wealth Management
Tennessee
$4.84M +$2.77M +82,847 +141%
SPC
21
Sigma Planning Corp
Michigan
$4.52M +$2.84M +85,140 +180%
AWM
22
AE Wealth Management
Kansas
$4.51M +$3.04M +91,039 +223%
Cerity Partners
23
Cerity Partners
New York
$4.31M +$3.34M +99,856 +378%
CAN
24
Cetera Advisor Networks
California
$4.22M +$535K +16,021 +15%
FMWA
25
Forvis Mazars Wealth Advisors
Missouri
$4.2M +$721K +21,578 +21%
1
2 3 4 5

PFEB Hedge Fund Activity: Q1 2024 in Review

179 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2024, worth a combined $584M — up 74% from $335M a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new PFEB positions and 9 closed out — a net gain of 43 holders — while 80 added to existing stakes and 24 trimmed.

The largest buyer was Gradient Investments, adding an estimated $72.4M. The largest seller was JP Morgan Chase, cutting an estimated $15.8M.

  • 179 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2024, up from 139 in Q4 2023.
  • Funds reported $584M of Innovator US Equity Power Buffer ETF February stock for Q1 2024, up 74% quarter-over-quarter.
  • 52 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2024 and 9 closed out, a net change of +43 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2024 was Gradient Investments, an estimated $72.4M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2024 was JP Morgan Chase, an estimated $15.8M sold.

Based on aggregated 13F filings for Q1 2024.