BJUN icon

Innovator US Equity Buffer ETF June

80 hedge funds and large institutions have $133M invested in Innovator US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+22
Holders Change %
+37.93%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
MML Investors Services
51
MML Investors Services
Massachusetts
$346K +$346K +10,307 New
AIA
52
Alera Investment Advisors
Illinois
$322K +$96.3K +2,869 +43%
RA
53
RFG Advisory
Alabama
$316K
LF
54
Lantz Financial
Illinois
$302K +$32.9K +982 +12%
ML
55
McAdam LLC
Pennsylvania
$291K
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$281K +$281K +8,363 New
WP
57
WealthShield Partners
North Carolina
$278K
CFS
58
CRA Financial Services
New Jersey
$266K +$266K +7,925 New
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$258K +7,678 New
LNC
60
Lincoln National Corp
Pennsylvania
$256K +$256K +7,620 New
OCM
61
Orion Capital Management
California
$235K -$33.6K -1,000 -13%
AAS
62
Avantax Advisory Services
Texas
$233K -$4.19K -125 -2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$230K +$72.4K +2,159 +46%
Truist Financial
64
Truist Financial
North Carolina
$213K -$3.19K -95 -1%
PWMG
65
Pinnacle Wealth Management Group
Michigan
$211K +$211K +6,300 New
AWS
66
Atria Wealth Solutions
New York
$202K +$202K +6,030 New
SFG
67
Steward Financial Group
Texas
$180K +$180K +5,380 New
PIAS
68
PCA Investment Advisory Services
Ohio
$117K +$117K +3,500 New
SWM
69
Spire Wealth Management
Virginia
$102K +$26.8K +800 +36%
BCM
70
Bourgeon Capital Management
Connecticut
$84.8K +$84.8K +2,528 New
HI
71
Harbour Investments
Wisconsin
$74.3K +$74.3K +2,215 New
SS
72
Sunbelt Securities
Texas
$74.1K
IA
73
IFP Advisors
Florida
$61.5K +$35.2K +1,050 +134%
UBS Group
74
UBS Group
Switzerland
$30.3K +$9.5K +283 +46%
SWM
75
Sugarloaf Wealth Management
Georgia
$21K +$21K +625 New