We are live on ! Find out more
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.

New
Increased
Maintained
Reduced
Closed

550% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 4

100% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 15

38% more funds holding

Funds holding: 5880 (+22)

26% more capital invested

Capital invested by funds: $106M → $133M (+$27.3M)

0.53% less ownership

Funds ownership: 78.58%78.05% (-0.53%)

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
Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$346K +$333K +10,307 New
AIA
52
Alera Investment Advisors
Illinois
$322K +$92.7K +2,869 +43%
RA
53
RFG Advisory
Alabama
$316K
LF
54
Lantz Financial
Illinois
$302K +$31.7K +982 +12%
ML
55
McAdam LLC
Pennsylvania
$291K
JP Morgan Chase
56
JP Morgan Chase
New York
$281K +$270K +8,363 New
WP
57
WealthShield Partners
North Carolina
$278K
CFS
58
CRA Financial Services
New Jersey
$266K +$256K +7,925 New
VFPW
59
Vantage Financial Partners (Wisconsin)
Wisconsin
$258K +$248K +7,678 New
LNC
60
Lincoln National Corp
Pennsylvania
$256K +$246K +7,620 New
OCM
61
Orion Capital Management
California
$235K -$32.3K -1,000 -13%
AAS
62
Avantax Advisory Services
Texas
$233K -$4.04K -125 -2%
BFEC
63
Benjamin F. Edwards & Company
Missouri
$230K +$69.8K +2,159 +46%
Truist Financial
64
Truist Financial
North Carolina
$213K -$3.07K -95 -1%
PWMG
65
Pinnacle Wealth Management Group
Michigan
$211K +$204K +6,300 New
AWS
66
Atria Wealth Solutions
New York
$202K +$195K +6,030 New
SFG
67
Steward Financial Group
Texas
$180K +$174K +5,380 New
PIAS
68
PCA Investment Advisory Services
Ohio
$117K +$113K +3,500 New
SWM
69
Spire Wealth Management
Virginia
$102K +$25.9K +800 +36%
BCM
70
Bourgeon Capital Management
Connecticut
$84.8K +$81.7K +2,528 New
HI
71
Harbour Investments
Wisconsin
$74.3K +$71.6K +2,215 New
SS
72
Sunbelt Securities
Texas
$74.1K
IA
73
IFP Advisors
Florida
$61.5K +$33.9K +1,050 +134%
UBS Group
74
UBS Group
Switzerland
$30.3K +$9.15K +283 +46%
SWM
75
Sugarloaf Wealth Management
Georgia
$21K +$20.2K +625 New

BJUN Hedge Fund Activity: Q2 2023 in Review

80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2023, worth a combined $133M — up 26% from $106M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new BJUN positions and 4 closed out — a net gain of 22 holders — while 30 added to existing stakes and 15 trimmed.

The largest buyer was Gradient Investments, opening a new position worth an estimated $47.4M. The largest seller was Cerity Partners, cutting an estimated $65.6M.

  • 80 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2023, up from 58 in Q1 2023.
  • Funds reported $133M of Innovator US Equity Buffer ETF June stock for Q2 2023, up 26% quarter-over-quarter.
  • 26 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2023 and 4 closed out, a net change of +22 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q2 2023 was Gradient Investments, an estimated $47.4M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q2 2023 was Cerity Partners, an estimated $65.6M sold.

Based on aggregated 13F filings for Q2 2023.