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Innovator US Equity Power Buffer ETF February

208 hedge funds and large institutions have $666M invested in Innovator US Equity Power Buffer ETF February in 2025 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 76 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

7% more capital invested

Capital invested by funds: $623M → $666M (+$43.4M)

1.98% more ownership

Funds ownership: 72.89%74.87% (+2%)

0% more funds holding

Funds holding: 208208 (0)

33% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 76

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
51
Reduced
76
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
1
AllianceBernstein
Tennessee
$140M -$1.51M -41,569 -1%
PCM
2
Penserra Capital Management
California
$58.6M +$7.89M +217,256 +16%
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$44M +$757K +20,835 +2%
Osaic Holdings
4
Osaic Holdings
Arizona
$43.9M +$15.7M +433,085 +60%
BCM
5
Brookstone Capital Management
Illinois
$37.6M -$772K -21,269 -2%
OMC
6
Old Mission Capital
Illinois
$19.5M +$18.1M +499,137 +3,817%
Wealth Enhancement Advisory Services
7
Wealth Enhancement Advisory Services
Minnesota
$15.1M -$1.07M -29,473 -7%
Raymond James Financial
8
Raymond James Financial
Florida
$14.4M -$619K -17,047 -4%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$12.9M +$396K +10,898 +3%
KAS
10
Kestra Advisory Services
Texas
$12.6M -$107K -2,955 -0.9%
RCMF
11
RK Capital Management (Florida)
Florida
$12.3M -$11.8M -324,093 -50%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$9.59M +$73.9K +2,036 +0.8%
William Blair & Company
13
William Blair & Company
Illinois
$8.73M +$43.1K +1,187 +0.5%
LPL Financial
14
LPL Financial
California
$8.44M +$327K +9,009 +4%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.32M +$145K +3,988 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$6.71M +$740K +20,381 +13%
BPA
17
Beacon Pointe Advisors
California
$6.7M -$570K -15,709 -8%
SEP
18
Southland Equity Partners
Missouri
$6.69M +$424K +11,668 +7%
WIA
19
World Investment Advisors
California
$6.03M +$1.19M +32,837 +26%
BWM
20
BCS Wealth Management
Tennessee
$5.64M -$200K -5,498 -4%
CA
21
CoreCap Advisors
Michigan
$5.48M +$2.04M +56,197 +64%
FFA
22
Farther Finance Advisors
California
$4.74M +$3.53M +97,213 +353%
GIM
23
Guild Investment Management
California
$4.73M +$3.03M +83,345 +203%
AWM
24
AE Wealth Management
Kansas
$4.36M -$12.4M -341,773 -75%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$4.06M -$498K -13,718 -11%

PFEB Hedge Fund Activity: Q2 2025 in Review

208 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Power Buffer ETF February (PFEB) for Q2 2025, worth a combined $666M — up 7% from $623M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new PFEB positions and 20 closed out — a net gain of 2 holders — while 51 added to existing stakes and 76 trimmed.

The largest buyer was Old Mission Capital, adding an estimated $18.1M. The largest seller was AE Wealth Management, cutting an estimated $12.4M.

  • 208 institutional investors held Innovator US Equity Power Buffer ETF February (PFEB) as of Q2 2025, unchanged from Q1 2025.
  • Funds reported $666M of Innovator US Equity Power Buffer ETF February stock for Q2 2025, up 7% quarter-over-quarter.
  • 22 funds opened new Innovator US Equity Power Buffer ETF February positions in Q2 2025 and 20 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Power Buffer ETF February buyer in Q2 2025 was Old Mission Capital, an estimated $18.1M added.
  • The largest Innovator US Equity Power Buffer ETF February seller in Q2 2025 was AE Wealth Management, an estimated $12.4M sold.

Based on aggregated 13F filings for Q2 2025.