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Innovator US Equity Buffer ETF June
BJUN

80 hedge funds and large institutions have $124M invested in Innovator US Equity Buffer ETF June in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more capital invested

Capital invested by funds: $65.5M → $124M (+$58.3M)

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

33% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 12

4% more funds holding

Funds holding: 77 → 80 (+3)

2.79% more ownership

Funds ownership: 70.25% → 73.04% (+2.8%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.16%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
16
Increased
32
Reduced
17
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Brookstone Capital Management
Illinois
+$14.3M
2
LF
Lantz Financial
Illinois
+$9.78M
3
WIM
WealthPlan Investment Management
Nebraska
+$6.07M
4
Cerity Partners
Cerity Partners
New York
+$4.05M
5
WP
WealthPLAN Partners
Nebraska
+$3.72M

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$2.15M
2
AGA
Accuvest Global Advisors
Utah
-$1.96M
3
CIAS
Capital Investment Advisory Services
North Carolina
-$1.47M
4
OMC
Old Mission Capital
Illinois
-$1.29M
5
Jane Street
Jane Street
New York
-$1.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
51
Advisornet Financial
Minnesota
$380K +$185K +4,874 +101%
AIA
52
Alera Investment Advisors
Illinois
$367K – – –
SWM
53
Spire Wealth Management
Virginia
$353K +$229K +6,012 +198%
ML
54
McAdam LLC
Pennsylvania
$339K – – –
FA
55
FSA Advisors
Michigan
$326K +$114K +3,011 +56%
SAG
56
SageView Advisory Group
California
$313K +$304K +8,000 New
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$282K -$20.4K -536 -7%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$268K – – –
ASN
59
Advisory Services Network
Georgia
$265K +$258K +6,779 New
CPA
60
Clear Point Advisors
New York
$237K – – –
TWM
61
Tradition Wealth Management
Minnesota
$236K +$230K +6,036 New
CFS
62
CRA Financial Services
New Jersey
$235K – – –
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$205K -$5.32K -140 -3%
Focus Partners Wealth
64
Focus Partners Wealth
Massachusetts
$204K +$199K +5,228 New
TF
65
Trek Financial
Arizona
$204K +$198K +5,215 New
AAS
66
Avantax Advisory Services
Texas
$202K -$65.2K -1,715 -25%
CWS
67
Cypress Wealth Services
California
$200K +$195K +5,125 New
HI
68
Harbour Investments
Wisconsin
$166K +$22.7K +598 +16%
SPIA
69
Steward Partners Investment Advisory
New York
$142K +$115K +3,022 +488%
WP
70
WealthShield Partners
North Carolina
$123K – – –
OCM
71
Orion Capital Management
California
$117K -$152K -4,000 -57%
SS
72
Sunbelt Securities
Texas
$82.1K – – –
ATPW
73
Ashton Thomas Private Wealth
Arizona
$27.9K +$27.1K +713 New
SWM
74
Sugarloaf Wealth Management
Georgia
$24.4K – – –
IA
75
IFP Advisors
Florida
$12.2K -$39.9K -1,050 -77%
1 2
3
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BJUN Hedge Fund Activity: Q2 2024 in Review

80 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2024, worth a combined $124M — up 89% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BJUN positions and 12 closed out — a net gain of 4 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Brookstone Capital Management, adding an estimated $14.3M. The largest seller was Osaic Holdings, cutting an estimated $2.15M.

  • 80 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2024, up from 77 in Q1 2024.
  • Funds reported $124M of Innovator US Equity Buffer ETF June stock for Q2 2024, up 89% quarter-over-quarter.
  • 16 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2024 and 12 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q2 2024 was Brookstone Capital Management, an estimated $14.3M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q2 2024 was Osaic Holdings, an estimated $2.15M sold.

Based on aggregated 13F filings for Q2 2024.