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Innovator US Equity Buffer ETF June

58 hedge funds and large institutions have $106M invested in Innovator US Equity Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $41.8M → $106M (+$64.4M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

22.36% more ownership

Funds ownership: 56.22%78.58% (+22%)

5% more funds holding

Funds holding: 5558 (+3)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
26
Focus Financial Network
Minnesota
$482K
AAP
27
Arax Advisory Partners
Colorado
$395K
RJFSA
28
Raymond James Financial Services Advisors
Florida
$314K -$6.08K -193 -2%
RA
29
RFG Advisory
Alabama
$301K +$296K +9,411 New
ASN
30
Advisory Services Network
Georgia
$296K
CA
31
Cetera Advisors
Colorado
$291K -$2.58K -82 -0.9%
BPA
32
Beacon Pointe Advisors
California
$285K +$280K +8,900 New
ML
33
McAdam LLC
Pennsylvania
$278K +$273K +8,672 New
SPC
34
Sigma Planning Corp
Michigan
$272K
WP
35
WealthShield Partners
North Carolina
$266K
NFG
36
Nations Financial Group
Iowa
$265K
LF
37
Lantz Financial
Illinois
$257K -$11.3K -358 -4%
OCM
38
Orion Capital Management
California
$256K
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$251K -$2.93K -93 -1%
PCS
40
Personal CFO Solutions
New Jersey
$247K -$56.6K -1,796 -19%
BFA
41
Beacon Financial Advisory
Ohio
$228K
AAS
42
Avantax Advisory Services
Texas
$226K +$223K +7,075 New
AIA
43
Alera Investment Advisors
Illinois
$215K +$2.83K +90 +1%
Citadel Advisors
44
Citadel Advisors
Florida
$207K -$70.3K -2,232 -26%
Truist Financial
45
Truist Financial
North Carolina
$206K +$203K +6,437 New
BA
46
Bellwether Advisors
Nebraska
$188K
BFEC
47
Benjamin F. Edwards & Company
Missouri
$150K
SWM
48
Spire Wealth Management
Virginia
$71.4K +$30.7K +975 +78%
SS
49
Sunbelt Securities
Texas
$70.2K +$69.6K +2,210 New
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$54K -$99.8K -3,168 -65%

BJUN Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q1 2023, worth a combined $106M — up 154% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BJUN positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Cerity Partners, adding an estimated $62.1M. The largest seller was Beck Capital Management, exiting entirely with an estimated $1.36M sold.

  • 58 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q1 2023, up from 55 in Q4 2022.
  • Funds reported $106M of Innovator US Equity Buffer ETF June stock for Q1 2023, up 154% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF June positions in Q1 2023 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q1 2023 was Cerity Partners, an estimated $62.1M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q1 2023 was Beck Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2023.