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Innovator US Equity Buffer ETF June

55 hedge funds and large institutions have $41.8M invested in Innovator US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 23 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

0.19% more ownership

Funds ownership: 56.03%56.22% (+0.19%)

0% more funds holding

Funds holding: 5555 (0)

3% less capital invested

Capital invested by funds: $42.9M → $41.8M (-$1.13M)

65% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 23

Holders
55
Holders Change
Holders Change %
0%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
8
Reduced
23
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SEP
26
Southland Equity Partners
Missouri
$568K
RIS
27
Retirement Income Solutions
Michigan
$464K
FFN
28
Focus Financial Network
Minnesota
$460K
AAP
29
Arax Advisory Partners
Colorado
$377K +$3.26K +107 +0.9%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$306K -$18.3K -600 -6%
PCS
31
Personal CFO Solutions
New Jersey
$290K +$290K +9,500 New
ASN
32
Advisory Services Network
Georgia
$283K
CA
33
Cetera Advisors
Colorado
$280K
Citadel Advisors
34
Citadel Advisors
Florida
$266K +$265K +8,691 New
SPC
35
Sigma Planning Corp
Michigan
$260K -$4.88K -160 -2%
LF
36
Lantz Financial
Illinois
$256K -$28.8K -943 -10%
WP
37
WealthShield Partners
North Carolina
$254K
NFG
38
Nations Financial Group
Iowa
$253K
BCM
39
Brookstone Capital Management
Illinois
$253K -$309K -10,128 -55%
OCM
40
Orion Capital Management
California
$244K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$243K +$10.1K +330 +4%
NA
42
NewEdge Advisors
Louisiana
$241K +$241K +7,890 New
BFA
43
Beacon Financial Advisory
Ohio
$218K
AIA
44
Alera Investment Advisors
Illinois
$203K +$202K +6,628 New
BA
45
Bellwether Advisors
Nebraska
$180K -$16.1K -528 -8%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$149K -$449K -14,722 -75%
BFEC
47
Benjamin F. Edwards & Company
Missouri
$144K
IA
48
IFP Advisors
Florida
$80K
UBS Group
49
UBS Group
Switzerland
$50.3K -$92.7K -3,039 -65%
MPCL
50
My Personal CFO LLC
Washington
$39.7K +$31 +1 New

BJUN Hedge Fund Activity: Q4 2022 in Review

55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2022, worth a combined $41.8M — down 2.6% from $42.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BJUN positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.

The largest buyer was Cerity Partners, opening a new position worth an estimated $3.91M. The largest seller was BCS Wealth Management, cutting an estimated $993K.

  • 55 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2022, unchanged from Q3 2022.
  • Funds reported $41.8M of Innovator US Equity Buffer ETF June stock for Q4 2022, down 2.6% quarter-over-quarter.
  • 9 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +2 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q4 2022 was Cerity Partners, an estimated $3.91M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q4 2022 was BCS Wealth Management, an estimated $993K sold.

Based on aggregated 13F filings for Q4 2022.