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ZFEB

Innovator Equity Defined Protection ETF - 1 Yr February
ZFEB

78 hedge funds and large institutions have $71.6M invested in Innovator Equity Defined Protection ETF - 1 Yr February in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 6 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 76 → 78 (+2)

2.02% more ownership

Funds ownership: 55.64% → 57.66% (+2%)

3% less capital invested

Capital invested by funds: $73.6M → $71.6M (-$2M)

79% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 29

Holders
78
Holders Change
+2
Holders Change %
+2.63%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
6
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AAS
Ameritas Advisory Services
Nebraska
+$2.46M
2
M1FG
Mach-1 Financial Group
Arkansas
+$1.74M
3
AWM
Axxcess Wealth Management
California
+$516K
4
LPL Financial
LPL Financial
California
+$354K
5
FFA
Farther Finance Advisors
California
+$262K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$1.3M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.21M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.16M
4
RWP
Reliant Wealth Planning
Kentucky
-$960K
5
Raymond James Financial
Raymond James Financial
Florida
-$948K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
26
Old Mission Capital
Illinois
$930K -$682K -27,653 -43%
OC
27
Optima Capital
Oregon
$915K -$88.6K -3,593 -9%
IFG
28
Independent Financial Group
California
$819K – – –
Osaic Holdings
29
Osaic Holdings
Arizona
$787K +$249K +10,113 +47%
APW
30
Atlantic Private Wealth
North Carolina
$746K – – –
CB
31
Chris Bulman
California
$671K -$201K -8,167 -23%
W
32
WPWealth
Texas
$659K – – –
IWM
33
IMG Wealth Management
Florida
$606K – – –
AWM
34
Axxcess Wealth Management
California
$522K +$516K +20,915 New
CVA
35
Central Valley Advisors
California
$497K – – –
VFPW
36
Vantage Financial Partners (Wisconsin)
Wisconsin
$484K – – –
KWM
37
KFG Wealth Management
Indiana
$470K – – –
ABWM
38
Alpine Bank Wealth Management
Colorado
$468K – – –
CA
39
Continuum Advisory
Idaho
$463K -$3.26K -132 -0.7%
DC
40
Davenport & Co
Virginia
$443K – – –
CCFM
41
Clear Creek Financial Management
Washington
$442K -$41.9K -1,697 -9%
Citadel Advisors
42
Citadel Advisors
Florida
$385K +$30.9K +1,254 +9%
SWP
43
Sagespring Wealth Partners
Tennessee
$371K -$1.36K -55 -0.4%
SB
44
Strategic Blueprint
Georgia
$367K -$620K -25,146 -63%
TC
45
Truvestments Capital
Florida
$364K – – –
EWM
46
Evolution Wealth Management
Florida
$362K – – –
CWS
47
Cypress Wealth Services
California
$339K – – –
CF
48
Crosspoint Financial
California
$328K – – –
Truist Financial
49
Truist Financial
North Carolina
$313K – – –
SWP
50
Summit Wealth Partners
Florida
$306K -$285K -11,541 -48%
1
2
3 4

ZFEB Hedge Fund Activity: Q3 2025 in Review

78 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) for Q3 2025, worth a combined $71.6M — down 2.7% from $73.6M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ZFEB positions and 7 closed out — a net gain of 2 holders — while 6 added to existing stakes and 29 trimmed.

The largest buyer was Ameritas Advisory Services, opening a new position worth an estimated $2.46M. The largest seller was AE Wealth Management, cutting an estimated $1.3M.

  • 78 institutional investors held Innovator Equity Defined Protection ETF - 1 Yr February (ZFEB) as of Q3 2025, up from 76 in Q2 2025.
  • Funds reported $71.6M of Innovator Equity Defined Protection ETF - 1 Yr February stock for Q3 2025, down 2.7% quarter-over-quarter.
  • 9 funds opened new Innovator Equity Defined Protection ETF - 1 Yr February positions in Q3 2025 and 7 closed out, a net change of +2 holders.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr February buyer in Q3 2025 was Ameritas Advisory Services, an estimated $2.46M added.
  • The largest Innovator Equity Defined Protection ETF - 1 Yr February seller in Q3 2025 was AE Wealth Management, an estimated $1.3M sold.

Based on aggregated 13F filings for Q3 2025.