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Innovator US Equity Buffer ETF June

77 hedge funds and large institutions have $65.5M invested in Innovator US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

10.9% more ownership

Funds ownership: 59.35%70.25% (+11%)

8% more funds holding

Funds holding: 7177 (+6)

7% more capital invested

Capital invested by funds: $61.5M → $65.5M (+$4.03M)

82% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 34

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
6
Reduced
34
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MPCL
26
My Personal CFO LLC
Washington
$823K
Citadel Advisors
27
Citadel Advisors
Florida
$821K +$801K +21,831 New
SWA
28
Stratos Wealth Advisors
Ohio
$790K -$6.97K -190 -0.9%
CAPTRUST Financial Advisors
29
CAPTRUST Financial Advisors
North Carolina
$787K
DFA
30
DHJJ Financial Advisors
Illinois
$770K -$11.5K -314 -2%
SPC
31
Sigma Planning Corp
Michigan
$607K +$592K +16,141 New
RIS
32
Retirement Income Solutions
Michigan
$567K -$3.81K -104 -0.7%
BPA
33
Beacon Pointe Advisors
California
$555K -$30.7K -837 -5%
CA
34
Cetera Advisors
Colorado
$541K -$117K -3,178 -18%
LPL Financial
35
LPL Financial
California
$536K +$523K +14,266 New
AWM
36
AE Wealth Management
Kansas
$502K -$635K -17,325 -56%
SEP
37
Southland Equity Partners
Missouri
$473K
AAP
38
Arax Advisory Partners
Colorado
$455K
BFA
39
Beacon Financial Advisory
Ohio
$449K -$10.2K -278 -2%
AWA
40
Arkadios Wealth Advisors
Georgia
$412K -$323K -8,804 -45%
KAS
41
Kestra Advisory Services
Texas
$406K -$197K -5,381 -33%
MML Investors Services
42
MML Investors Services
Massachusetts
$400K +$4.66K +127 +1%
BCM
43
Brookstone Capital Management
Illinois
$398K -$193K -5,270 -33%
SAM
44
Secure Asset Management
Michigan
$383K +$373K +10,180 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$378K
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$359K +$128K +3,491 +58%
AIA
47
Alera Investment Advisors
Illinois
$353K -$6.78K -185 -2%
ML
48
McAdam LLC
Pennsylvania
$326K
RA
49
RFG Advisory
Alabama
$319K -$33.7K -919 -10%
GS
50
GTS Securities
New York
$319K +$311K +8,485 New

BJUN Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q1 2024, worth a combined $65.5M — up 6.6% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BJUN positions and 8 closed out — a net gain of 6 holders — while 6 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.31M. The largest seller was Kickstand Ventures, exiting entirely with an estimated $6.32M sold.

  • 77 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $65.5M of Innovator US Equity Buffer ETF June stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF June positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q1 2024 was Penserra Capital Management, an estimated $2.31M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q1 2024 was Kickstand Ventures, an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2024.