Innovator US Equity Buffer ETF June
BJUN
55 hedge funds and large institutions have $41.8M invested in Innovator US Equity Buffer ETF June in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 8 increasing their positions, 23 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
0.19% more ownership
Funds ownership: 56.03% → 56.22% (+0.19%)
0% more funds holding
Funds holding: 55 → 55 (0)
3% less capital invested
Capital invested by funds: $42.9M → $41.8M (-$1.13M)
65% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$3.91M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.32M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$940K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$440K |
| 5 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$290K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
BCS Wealth Management
Johnson City,
Tennessee
|
-$993K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$666K |
| 3 |
Wolverine Trading
Chicago,
Illinois
|
-$662K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$582K |
| 5 |
CPIG
Chicago Partners Investment Group
Chicago,
Illinois
|
-$571K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
51
Spire Wealth Management
Mclean,
Virginia
| $38K | – | – | – |
|
|
USCWA
52
U.S. Capital Wealth Advisors
Austin,
Texas
| $15.3K | +$15.3K | +500 | New |
|
|
AIC
53
Archer Investment Corporation
Carmel,
Indiana
| $7.64K | – | – | – |
|
|
MCC
54
Money Concepts Capital
Palm Beach Gardens,
Florida
| $1.53K | +$1.52K | +50 | New |
|
|
IF
55
Integrity Financial
Cheyenne,
Wyoming
| $520 | – | – | – |
|
|
56
Wolverine Trading
Chicago,
Illinois
| – | -$662K | -22,690 | Closed |
|
|
CPIG
57
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$571K | -18,895 | Closed |
|
|
KF
58
Krilogy Financial
St. Louis,
Missouri
| – | -$515K | -17,830 | Closed |
|
|
ML
59
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$250K | -8,672 | Closed |
|
60
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$238K | -8,243 | Closed |
|
|
TFS
61
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$236K | -8,176 | Closed |
|
|
HI
62
Harbour Investments
Madison,
Wisconsin
| – | -$190K | -6,386 | Closed |
|
BJUN Hedge Fund Activity: Q4 2022 in Review
55 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2022, worth a combined $41.8M — down 2.6% from $42.9M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new BJUN positions and 7 closed out — a net gain of 2 holders — while 8 added to existing stakes and 23 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $3.91M. The largest seller was BCS Wealth Management, cutting an estimated $993K.
- 55 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2022, unchanged from Q3 2022.
- Funds reported $41.8M of Innovator US Equity Buffer ETF June stock for Q4 2022, down 2.6% quarter-over-quarter.
- 9 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2022 and 7 closed out, a net change of +2 holders.
- The largest Innovator US Equity Buffer ETF June buyer in Q4 2022 was Cerity Partners, an estimated $3.91M added.
- The largest Innovator US Equity Buffer ETF June seller in Q4 2022 was BCS Wealth Management, an estimated $993K sold.
Based on aggregated 13F filings for Q4 2022.