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Innovator US Equity Power Buffer ETF February

208 hedge funds and large institutions have $623M invested in Innovator US Equity Power Buffer ETF February in 2025 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 89 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 15

89% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 47

50% more capital invested

Capital invested by funds: $414M → $623M (+$208M)

15% more funds holding

Funds holding: 181208 (+27)

2.02% less ownership

Funds ownership: 74.91%72.89% (-2%)

Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
46
Increased
89
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$133M +$35.2M +958,199 +35%
PCM
2
Penserra Capital Management
California
$47.5M +$1.68M +45,873 +4%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$40.7M +$27M +736,250 +184%
BCM
4
Brookstone Capital Management
Illinois
$36.2M +$31.8M +867,137 +605%
Osaic Holdings
5
Osaic Holdings
Arizona
$25.9M -$2.33M -63,545 -8%
RCMF
6
RK Capital Management (Florida)
Florida
$23.2M +$23.8M +648,186 New
AWM
7
AE Wealth Management
Kansas
$16.4M +$13.3M +363,158 +389%
Wealth Enhancement Advisory Services
8
Wealth Enhancement Advisory Services
Minnesota
$15.2M +$13.8M +375,356 +771%
Raymond James Financial
9
Raymond James Financial
Florida
$14.2M +$4.88M +132,939 +51%
KAS
10
Kestra Advisory Services
Texas
$12M -$253K -6,899 -2%
Kovitz Investment Group Partners
11
Kovitz Investment Group Partners
Illinois
$11.8M +$4.04M +110,070 +50%
CG
12
Caprock Group
Idaho
$11.7M +$12M +325,964 New
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$8.97M +$2.87M +78,043 +45%
William Blair & Company
14
William Blair & Company
Illinois
$8.18M +$7.81M +212,574 +1,338%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.7M +$5.21M +141,943 +195%
LPL Financial
16
LPL Financial
California
$7.63M +$3.54M +96,387 +83%
BPA
17
Beacon Pointe Advisors
California
$6.87M +$2.1M +57,320 +43%
SEP
18
Southland Equity Partners
Missouri
$5.89M +$641K +17,461 +12%
HighTower Advisors
19
HighTower Advisors
Illinois
$5.59M +$1.74M +47,324 +44%
BWM
20
BCS Wealth Management
Tennessee
$5.51M +$761K +20,724 +16%
WIA
21
World Investment Advisors
California
$4.5M +$676K +18,399 +17%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$4.32M +$645K +17,562 +17%
CRWM
23
Castle Rock Wealth Management
California
$3.78M
WCG
24
Weaver Consulting Group
California
$3.72M -$2.06K -56 -0.1%
SPC
25
Sigma Planning Corp
Michigan
$3.69M +$41.4K +1,127 +1%

PFEB Hedge Fund Activity: Q1 2025 in Review

208 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q1 2025, worth a combined $623M — up 50% from $414M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new PFEB positions and 15 closed out — a net gain of 31 holders — while 89 added to existing stakes and 47 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $35.2M. The largest seller was Janney Montgomery Scott, cutting an estimated $10.2M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q1 2025, up from 181 in Q4 2024.
  • Funds reported $623M of Innovator US Equity Power Buffer ETF February stock for Q1 2025, up 50% quarter-over-quarter.
  • 46 funds opened new Innovator US Equity Power Buffer ETF February positions in Q1 2025 and 15 closed out, a net change of +31 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q1 2025 was AllianceBernstein, an estimated $35.2M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q1 2025 was Janney Montgomery Scott, an estimated $10.2M sold.

Based on aggregated 13F filings for Q1 2025.