Innovator US Equity Power Buffer ETF February
PFEB
183 hedge funds and large institutions have $536M invested in Innovator US Equity Power Buffer ETF February in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 76 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
5.15% more ownership
Funds ownership: 69.44% → 74.59% (+5.2%)
2% more funds holding
Funds holding: 180 → 183 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
55% less capital inflows, than outflows
Capital inflows: $38.8M | Capital outflows: $85.4M
63% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$11.6M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$7.95M |
| 3 |
Gradient Investments
Arden Hills,
Minnesota
|
+$2.68M |
| 4 |
Diversify Advisory Services
Sandy,
Utah
|
+$1.74M |
| 5 |
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brookstone Capital Management
Wheaton,
Illinois
|
-$31.4M |
| 2 |
Lincoln National Corp
Radnor,
Pennsylvania
|
-$15.6M |
| 3 |
Miracle Mile Advisors
Los Angeles,
California
|
-$7.62M |
| 4 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
-$7.54M |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
-$2.74M |
PFEB Hedge Fund Activity: Q2 2024 in Review
183 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2024, worth a combined $536M — down 8.2% from $584M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new PFEB positions and 10 closed out — a net gain of 7 holders — while 28 added to existing stakes and 76 trimmed.
The largest buyer was Osaic Holdings, adding an estimated $11.6M. The largest seller was Brookstone Capital Management, cutting an estimated $31.4M.
- 183 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2024, up from 180 in Q1 2024.
- Funds reported $536M of Innovator US Equity Power Buffer ETF February stock for Q2 2024, down 8.2% quarter-over-quarter.
- 17 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2024 and 10 closed out, a net change of +7 holders.
- The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2024 was Osaic Holdings, an estimated $11.6M added.
- The largest Innovator US Equity Power Buffer ETF February seller in Q2 2024 was Brookstone Capital Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q2 2024.