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Innovator US Equity Buffer ETF June

80 hedge funds and large institutions have $133M invested in Innovator US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

38% more funds holding

Funds holding: 5880 (+22)

26% more capital invested

Capital invested by funds: $106M → $133M (+$27.3M)

0.53% less ownership

Funds ownership: 78.58%78.05% (-0.53%)

Holders
80
Holders Change
+22
Holders Change %
+37.93%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
26
World Investment Advisors
California
$826K +$796K +24,627 New
CBFP
27
Cedar Brook Financial Partners
Ohio
$821K +$791K +24,470 New
IIA
28
Integral Investment Advisors
California
$811K -$20.2K -625 -3%
CA
29
Cetera Advisors
Colorado
$808K +$485K +15,007 +165%
FFN
30
Focus Financial Network
Minnesota
$769K +$255K +7,882 +52%
MPCL
31
My Personal CFO LLC
Washington
$735K +$708K +21,900 New
DFA
32
DHJJ Financial Advisors
Illinois
$722K +$1.16K +36 +0.2%
SWA
33
Stratos Wealth Advisors
Ohio
$706K +$680K +21,048 New
CA
34
CoreCap Advisors
Michigan
$705K +$679K +21,009 New
CAPTRUST Financial Advisors
35
CAPTRUST Financial Advisors
North Carolina
$702K +$676K +20,929 New
AWA
36
Arkadios Wealth Advisors
Georgia
$686K -$15.4K -475 -2%
Citadel Advisors
37
Citadel Advisors
Florida
$660K +$427K +13,219 +205%
KAS
38
Kestra Advisory Services
Texas
$643K -$35.9K -1,110 -5%
SEP
39
Southland Equity Partners
Missouri
$624K
SPC
40
Sigma Planning Corp
Michigan
$574K +$278K +8,601 +101%
FANJ
41
Financial Architects (New Jersey)
New Jersey
$567K +$547K +16,909 New
AF
42
Advisornet Financial
Minnesota
$515K +$496K +15,347 New
RIS
43
Retirement Income Solutions
Michigan
$509K
ASN
44
Advisory Services Network
Georgia
$433K +$118K +3,654 +40%
BFA
45
Beacon Financial Advisory
Ohio
$410K +$165K +5,100 +72%
AAP
46
Arax Advisory Partners
Colorado
$406K -$7.6K -235 -2%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$399K +$131K +4,049 +52%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$368K -$962K -29,771 -73%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$360K +$29K +898 +9%
BPA
50
Beacon Pointe Advisors
California
$359K +$58.1K +1,799 +20%

BJUN Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2023, worth a combined $133M — up 26% from $106M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BJUN positions and 4 closed out — a net gain of 22 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $47.4M. The largest seller was Cerity Partners, cutting an estimated $65.6M.

  • 80 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $133M of Innovator US Equity Buffer ETF June stock for Q2 2023, up 26% quarter-over-quarter.
  • 26 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2023 and 4 closed out, a net change of +22 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q2 2023 was Gradient Investments, an estimated $47.4M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q2 2023 was Cerity Partners, an estimated $65.6M sold.

Based on aggregated 13F filings for Q2 2023.