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Innovator US Equity Buffer ETF June
BJUN

77 hedge funds and large institutions have $65.5M invested in Innovator US Equity Buffer ETF June in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 6 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

10.9% more ownership

Funds ownership: 59.35% → 70.25% (+11%)

8% more funds holding

Funds holding: 71 → 77 (+6)

7% more capital invested

Capital invested by funds: $61.5M → $65.5M (+$4.03M)

82% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 34

Holders
77
Holders Change
+6
Holders Change %
+8.45%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
6
Reduced
34
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.31M
2
AGA
Accuvest Global Advisors
Utah
+$1.92M
3
Jane Street
Jane Street
New York
+$1.19M
4
PI
PFG Investments
New York
+$1.15M
5
OMC
Old Mission Capital
Illinois
+$934K

Top Sellers

Rank Fund Capital Flow
1
KV
Kickstand Ventures
New York
-$6.32M
2
Osaic Holdings
Osaic Holdings
Arizona
-$647K
3
AWM
AE Wealth Management
Kansas
-$635K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$446K
5
TC
TownSquare Capital
Utah
-$339K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$291K -$134K -3,649 -32%
LF
52
Lantz Financial
Illinois
$289K -$73 -2 -0%
LNC
53
Lincoln National Corp
Pennsylvania
$287K – – –
OCM
54
Orion Capital Management
California
$263K – – –
AAS
55
Avantax Advisory Services
Texas
$259K – – –
BFEC
56
Benjamin F. Edwards & Company
Missouri
$258K – – –
BMM
57
Berkshire Money Management
Massachusetts
$251K +$245K +6,669 New
Truist Financial
58
Truist Financial
North Carolina
$231K -$7.41K -202 -3%
CPA
59
Clear Point Advisors
New York
$228K – – –
CFS
60
CRA Financial Services
New Jersey
$227K -$69.7K -1,900 -24%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$202K +$197K +5,380 New
FA
62
FSA Advisors
Michigan
$201K +$196K +5,334 New
AF
63
Advisornet Financial
Minnesota
$182K – – –
JP Morgan Chase
64
JP Morgan Chase
New York
$146K +$142K +3,873 New
HI
65
Harbour Investments
Wisconsin
$137K – – –
WP
66
WealthShield Partners
North Carolina
$118K -$189K -5,150 -62%
SWM
67
Spire Wealth Management
Virginia
$114K – – –
SS
68
Sunbelt Securities
Texas
$79K -$15.9K -434 -17%
PS
69
Principal Securities
Iowa
$61.1K – – –
IA
70
IFP Advisors
Florida
$51.2K – – –
SWM
71
Sugarloaf Wealth Management
Georgia
$23.5K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$23.3K – – –
GI
73
Gradient Investments
Minnesota
$9.78K -$24K -655 -72%
AIC
74
Archer Investment Corporation
Indiana
$9.4K – – –
UBS Group
75
UBS Group
Switzerland
$3.53K -$36.4K -993 -91%
1 2
3
4

BJUN Hedge Fund Activity: Q1 2024 in Review

77 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q1 2024, worth a combined $65.5M — up 6.6% from $61.5M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BJUN positions and 8 closed out — a net gain of 6 holders — while 6 added to existing stakes and 34 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $2.31M. The largest seller was Kickstand Ventures, exiting entirely with an estimated $6.32M sold.

  • 77 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q1 2024, up from 71 in Q4 2023.
  • Funds reported $65.5M of Innovator US Equity Buffer ETF June stock for Q1 2024, up 6.6% quarter-over-quarter.
  • 14 funds opened new Innovator US Equity Buffer ETF June positions in Q1 2024 and 8 closed out, a net change of +6 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q1 2024 was Penserra Capital Management, an estimated $2.31M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q1 2024 was Kickstand Ventures, an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2024.