ZFEB

Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB

Overview Fund Activity

75 hedge funds and large institutions have $72.8M invested in Innovator Equity Defined Protection ETF - 1 Yr February in 2025 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
75
Holders Change
+22
Holders Change %
+41.51%
% of All Funds
1.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
21
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PG
Prostatis Group
Maryland
$2.59M
2
HAS
HBW Advisory Services
California
$1.73M
3
OMC
Old Mission Capital
Illinois
$1.58M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.43M
5
RWP
Reliant Wealth Planning
Kentucky
$960K

Top Sellers

1
FFS
Founders Financial Securities
Maryland
$0
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$4.56M
3
TCM
Triumph Capital Management
Colorado
$0
4
AIC
Archer Investment Corporation
Indiana
$1.36M
5
AWM
AE Wealth Management
Kansas
$4.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWP
26
Reliant Wealth Planning
Kentucky
$960K +$960K +39,381 New
CB
27
Chris Bulman
California
$854K +$299K +12,270 +54%
APW
28
Atlantic Private Wealth
North Carolina
$729K +$54.3K +2,229 +8%
W
29
WPWealth
Texas
$644K – – –
LPL Financial
30
LPL Financial
California
$593K +$593K +24,324 New
IWM
31
IMG Wealth Management
Florida
$591K +$16.2K +664 +3%
SWP
32
Summit Wealth Partners
Florida
$581K – – –
Osaic Holdings
33
Osaic Holdings
Arizona
$522K +$106K +4,336 +25%
CVA
34
Central Valley Advisors
California
$485K +$485K +19,892 New
CCFM
35
Clear Creek Financial Management
Washington
$473K +$473K +19,401 New
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$473K +$178K +7,287 +60%
KWM
37
KFG Wealth Management
Indiana
$459K +$26.5K +1,085 +6%
ABWM
38
Alpine Bank Wealth Management
Colorado
$457K +$457K +18,750 New
CA
39
Continuum Advisory
Idaho
$456K +$270K +11,060 +145%
DC
40
Davenport & Co
Virginia
$432K +$432K +17,734 New
SWP
41
Sagespring Wealth Partners
Tennessee
$364K +$364K +14,924 New
TC
42
Truvestments Capital
Florida
$356K – – –
EWM
43
Evolution Wealth Management
Florida
$354K +$354K +14,519 New
BTWM
44
Brass Tax Wealth Management
Ohio
$350K +$85.3K +3,500 +32%
Citadel Advisors
45
Citadel Advisors
Florida
$345K +$345K +14,152 New
SWGC
46
Summit Wealth Group (Colorado)
Colorado
$344K +$344K +14,123 New
CWS
47
Cypress Wealth Services
California
$331K +$331K +13,574 New
AIA
48
AssuredPartners Investment Advisors
Florida
$322K +$322K +13,220 New
CF
49
Crosspoint Financial
California
$320K – – –
HF
50
HRT Financial
New York
$314K +$314K +12,889 New
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