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Innovator US Equity Buffer ETF June
BJUN

77 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.35% less ownership

Funds ownership: 73.04% → 70.69% (-2.3%)

4% less funds holding

Funds holding: 80 → 77 (-3)

13% less capital invested

Capital invested by funds: $124M → $107M (-$16.5M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.62M
2
SB
Strategic Blueprint
Georgia
+$2.05M
3
Osaic Holdings
Osaic Holdings
Arizona
+$882K
4
BCM
Brookstone Capital Management
Illinois
+$872K
5
Citadel Advisors
Citadel Advisors
Florida
+$586K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$6.24M
2
WP
WealthPLAN Partners
Nebraska
-$3.83M
3
SWA
Stratos Wealth Advisors
Ohio
-$973K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$955K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
26
Principal Securities
Iowa
$856K – – –
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$852K – – –
MPCL
28
My Personal CFO LLC
Washington
$830K -$59.3K -1,500 -7%
SCA
29
Snowden Capital Advisors
New York
$771K – – –
BPA
30
Beacon Pointe Advisors
California
$745K -$3.32K -84 -0.5%
SWA
31
Stratos Wealth Advisors
Ohio
$707K -$973K -24,611 -59%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$694K -$190K -4,801 -22%
SPC
33
Sigma Planning Corp
Michigan
$642K -$20.6K -522 -3%
RIS
34
Retirement Income Solutions
Michigan
$614K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$603K +$586K +14,827 New
OMC
36
Old Mission Capital
Illinois
$566K +$550K +13,909 New
FFN
37
Focus Financial Network
Minnesota
$565K – – –
SAM
38
Secure Asset Management
Michigan
$562K – – –
SOS
39
Silver Oak Securities
Tennessee
$560K -$5.18K -131 -0.9%
AAP
40
Arax Advisory Partners
Colorado
$556K – – –
LPL Financial
41
LPL Financial
California
$546K -$46.2K -1,167 -8%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$542K -$29.8K -753 -5%
AWM
43
AE Wealth Management
Kansas
$537K -$237 -6 -0%
MML Investors Services
44
MML Investors Services
Massachusetts
$480K -$435 -11 -0.1%
BFA
45
Beacon Financial Advisory
Ohio
$464K -$26K -658 -5%
SEP
46
Southland Equity Partners
Missouri
$460K – – –
Jane Street
47
Jane Street
New York
$440K +$427K +10,800 New
CB
48
Chris Bulman
California
$406K -$36.7K -928 -9%
AF
49
Advisornet Financial
Minnesota
$396K – – –
AWA
50
Arkadios Wealth Advisors
Georgia
$389K -$18.6K -471 -5%
1
2
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BJUN Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q3 2024, worth a combined $107M — down 13% from $124M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BJUN and 5 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.62M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $6.24M sold.

  • 77 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $107M of Innovator US Equity Buffer ETF June stock for Q3 2024, down 13% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF June positions in Q3 2024 and 7 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q3 2024 was Penserra Capital Management, an estimated $2.62M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q3 2024 was WealthPlan Investment Management, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2024.