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Innovator US Equity Buffer ETF June
BJUN

71 hedge funds and large institutions have $61.5M invested in Innovator US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

1% less funds holding

Funds holding: 72 → 71 (-1)

7.14% less ownership

Funds ownership: 66.49% → 59.35% (-7.1%)

13% less capital invested

Capital invested by funds: $70.5M → $61.5M (-$9.02M)

69% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 29

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
9
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$936K
2
HighTower Advisors
HighTower Advisors
Illinois
+$261K
3
AWS
Atria Wealth Solutions
New York
+$210K
4
CA
CoreCap Advisors
Michigan
+$73.2K
5
UBS Group
UBS Group
Switzerland
+$36.9K

Top Sellers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
-$5.34M
2
AGA
Accuvest Global Advisors
Utah
-$2.46M
3
KV
Kickstand Ventures
New York
-$2.16M
4
BMM
Berkshire Money Management
Massachusetts
-$1.41M
5
Osaic Holdings
Osaic Holdings
Arizona
-$931K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
51
Benjamin F. Edwards & Company
Missouri
$245K – – –
Truist Financial
52
Truist Financial
North Carolina
$226K – – –
PWMG
53
Pinnacle Wealth Management Group
Michigan
$225K – – –
AWS
54
Atria Wealth Solutions
New York
$221K +$210K +6,190 New
CPA
55
Clear Point Advisors
New York
$217K +$206K +6,070 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$216K +$21.8K +642 +12%
ASN
57
Advisory Services Network
Georgia
$187K -$260K -7,669 -59%
AF
58
Advisornet Financial
Minnesota
$173K -$356K -10,500 -68%
HI
59
Harbour Investments
Wisconsin
$130K – – –
SWM
60
Spire Wealth Management
Virginia
$109K – – –
SS
61
Sunbelt Securities
Texas
$90.5K – – –
PS
62
Principal Securities
Iowa
$58K +$55.1K +1,625 New
IA
63
IFP Advisors
Florida
$48.6K -$16K -472 -26%
UBS Group
64
UBS Group
Switzerland
$38.8K +$36.9K +1,087 New
GI
65
Gradient Investments
Minnesota
$32.7K -$21.1K -621 -40%
SWM
66
Sugarloaf Wealth Management
Georgia
$22.3K – – –
SPIA
67
Steward Partners Investment Advisory
New York
$22.1K – – –
AIC
68
Archer Investment Corporation
Indiana
$8.92K – – –
IF
69
Integrity Financial
Wyoming
$2.25K – – –
US Bancorp
70
US Bancorp
Minnesota
$2.18K +$2.07K +61 New
GTAM
71
Global Trust Asset Management
Florida
$2.14K +$2.04K +60 New
AGA
72
Accuvest Global Advisors
Utah
– -$2.46M -74,896 Closed
BMM
73
Berkshire Money Management
Massachusetts
– -$1.41M -42,986 Closed
CBFP
74
Cedar Brook Financial Partners
Ohio
– -$570K -17,375 Closed
SPC
75
Sigma Planning Corp
Michigan
– -$518K -15,794 Closed
1 2
3
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BJUN Hedge Fund Activity: Q4 2023 in Review

71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2023, worth a combined $61.5M — down 13% from $70.5M a quarter earlier.

Fund positioning in BJUN was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 29 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $936K. The largest seller was Brookstone Capital Management, cutting an estimated $5.34M.

  • 71 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2023, down from 72 in Q3 2023.
  • Funds reported $61.5M of Innovator US Equity Buffer ETF June stock for Q4 2023, down 13% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2023 and 6 closed out, a net change of 0 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q4 2023 was Penserra Capital Management, an estimated $936K added.
  • The largest Innovator US Equity Buffer ETF June seller in Q4 2023 was Brookstone Capital Management, an estimated $5.34M sold.

Based on aggregated 13F filings for Q4 2023.