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Innovator US Equity Buffer ETF June
BJUN

Overview Fund Activity

80 hedge funds and large institutions have $124M invested in Innovator US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
16
Increased
32
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
1
Brookstone Capital Management
Illinois
$15.3M
2
LF
2
Lantz Financial
Illinois
$10.4M
3
WIM
3
WealthPlan Investment Management
Nebraska
$6.24M
4
Cerity Partners
4
Cerity Partners
New York
$6.24M
5
WP
5
WealthPLAN Partners
Nebraska
$3.83M

Top Sellers

1
OWA
1
Outlook Wealth Advisors
Texas
$16.2M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.92M
3
AGA
3
Accuvest Global Advisors
Utah
$0
4
CIAS
4
Capital Investment Advisory Services
North Carolina
$424K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
26
CoreCap Advisors
Michigan
$1.04M -$514K -13,162 -33%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$955K +$955K +24,437 New
IIA
28
Integral Investment Advisors
California
$932K – – –
MPCL
29
My Personal CFO LLC
Washington
$856K – – –
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$854K -$135K -3,450 -14%
DFA
31
DHJJ Financial Advisors
Illinois
$832K +$31.9K +815 +4%
PS
32
Principal Securities
Iowa
$821K +$758K +19,395 +1,194%
CAPTRUST Financial Advisors
33
CAPTRUST Financial Advisors
North Carolina
$818K – – –
SCA
34
Snowden Capital Advisors
New York
$741K +$741K +18,954 New
BPA
35
Beacon Pointe Advisors
California
$719K +$142K +3,632 +25%
SPC
36
Sigma Planning Corp
Michigan
$637K +$6.02K +154 +1%
RIS
37
Retirement Income Solutions
Michigan
$589K – – –
LPL Financial
38
LPL Financial
California
$570K +$12.3K +315 +2%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$550K +$157K +4,024 +40%
FFN
40
Focus Financial Network
Minnesota
$550K -$358K -9,038 -39%
SOS
41
Silver Oak Securities
Tennessee
$544K +$544K +13,931 New
SAM
42
Secure Asset Management
Michigan
$540K +$142K +3,630 +36%
AAP
43
Arax Advisory Partners
Colorado
$534K +$60.5K +1,548 +13%
AWM
44
AE Wealth Management
Kansas
$516K -$5.47K -140 -1%
BFA
45
Beacon Financial Advisory
Ohio
$471K +$4.61K +118 +1%
MML Investors Services
46
MML Investors Services
Massachusetts
$462K +$46.3K +1,184 +11%
SEP
47
Southland Equity Partners
Missouri
$441K -$50.2K -1,285 -10%
CB
48
Chris Bulman
California
$426K +$426K +10,905 New
CIAS
49
Capital Investment Advisory Services
North Carolina
$424K -$1.51M -38,580 -78%
AWA
50
Arkadios Wealth Advisors
Georgia
$392K -$36.3K -929 -8%
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