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Innovator US Equity Buffer ETF June

71 hedge funds and large institutions have $61.5M invested in Innovator US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 7271 (-1)

7.14% less ownership

Funds ownership: 66.49%59.35% (-7.1%)

13% less capital invested

Capital invested by funds: $70.5M → $61.5M (-$9.02M)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
9
Reduced
29
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DFA
26
DHJJ Financial Advisors
Illinois
$742K -$16.7K -491 -2%
AWA
27
Arkadios Wealth Advisors
Georgia
$705K -$41.9K -1,234 -6%
CA
28
Cetera Advisors
Colorado
$628K -$188K -5,554 -24%
KAS
29
Kestra Advisory Services
Texas
$578K +$12.4K +366 +2%
BCM
30
Brookstone Capital Management
Illinois
$566K -$5.34M -157,493 -91%
BPA
31
Beacon Pointe Advisors
California
$557K -$135K -3,974 -20%
RIS
32
Retirement Income Solutions
Michigan
$542K
SEP
33
Southland Equity Partners
Missouri
$449K
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$446K +$4.07K +120 +1%
BFA
35
Beacon Financial Advisory
Ohio
$436K
AAP
36
Arax Advisory Partners
Colorado
$432K -$136 -4 -0%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$407K -$17K -500 -4%
MML Investors Services
38
MML Investors Services
Massachusetts
$375K -$12.1K -358 -3%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$359K -$10.6K -313 -3%
AIA
40
Alera Investment Advisors
Illinois
$342K
TC
41
TownSquare Capital
Utah
$339K
RA
42
RFG Advisory
Alabama
$336K
OMC
43
Old Mission Capital
Illinois
$311K -$5.9K -174 -2%
ML
44
McAdam LLC
Pennsylvania
$310K
WP
45
WealthShield Partners
North Carolina
$296K
CFS
46
CRA Financial Services
New Jersey
$283K
LF
47
Lantz Financial
Illinois
$275K -$678 -20 -0.3%
LNC
48
Lincoln National Corp
Pennsylvania
$272K
OCM
49
Orion Capital Management
California
$250K
AAS
50
Avantax Advisory Services
Texas
$246K -$42.2K -1,243 -15%

BJUN Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2023, worth a combined $61.5M — down 13% from $70.5M a quarter earlier.

Fund positioning in BJUN was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 29 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $936K. The largest seller was Brookstone Capital Management, cutting an estimated $5.34M.

  • 71 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2023, down from 72 in Q3 2023.
  • Funds reported $61.5M of Innovator US Equity Buffer ETF June stock for Q4 2023, down 13% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q4 2023 was Penserra Capital Management, an estimated $936K added.
  • The largest Innovator US Equity Buffer ETF June seller in Q4 2023 was Brookstone Capital Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2023.