We are live on ! Find out more
BJUN icon

Innovator US Equity Buffer ETF June
BJUN

77 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.35% less ownership

Funds ownership: 73.04% → 70.69% (-2.3%)

4% less funds holding

Funds holding: 80 → 77 (-3)

13% less capital invested

Capital invested by funds: $124M → $107M (-$16.5M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

32% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 25

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Penserra Capital Management
California
+$2.62M
2
SB
Strategic Blueprint
Georgia
+$2.05M
3
Osaic Holdings
Osaic Holdings
Arizona
+$882K
4
BCM
Brookstone Capital Management
Illinois
+$872K
5
Citadel Advisors
Citadel Advisors
Florida
+$586K

Top Sellers

Rank Fund Capital Flow
1
WIM
WealthPlan Investment Management
Nebraska
-$6.24M
2
WP
WealthPLAN Partners
Nebraska
-$3.83M
3
SWA
Stratos Wealth Advisors
Ohio
-$973K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$955K
5
CIAS
Capital Investment Advisory Services
North Carolina
-$363K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
51
Alera Investment Advisors
Illinois
$382K – – –
SWM
52
Spire Wealth Management
Virginia
$381K +$12.3K +310 +3%
ML
53
McAdam LLC
Pennsylvania
$353K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$342K +$47.8K +1,209 +17%
FA
55
FSA Advisors
Michigan
$339K -$316 -8 -0.1%
WP
56
WealthShield Partners
North Carolina
$338K +$204K +5,150 +163%
ASN
57
Advisory Services Network
Georgia
$265K – – –
CPA
58
Clear Point Advisors
New York
$247K – – –
TWM
59
Tradition Wealth Management
Minnesota
$246K – – –
CFS
60
CRA Financial Services
New Jersey
$245K – – –
Focus Partners Wealth
61
Focus Partners Wealth
Massachusetts
$213K – – –
TF
62
Trek Financial
Arizona
$212K – – –
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$212K – – –
AAS
64
Avantax Advisory Services
Texas
$210K – – –
CWS
65
Cypress Wealth Services
California
$209K – – –
VA
66
Valmark Advisers
Ohio
$204K +$198K +5,000 New
HI
67
Harbour Investments
Wisconsin
$194K +$20.6K +520 +12%
Barclays
68
Barclays
United Kingdom
$154K +$150K +3,793 New
SPIA
69
Steward Partners Investment Advisory
New York
$148K – – –
SS
70
Sunbelt Securities
Texas
$85.5K – – –
CIAS
71
Capital Investment Advisory Services
North Carolina
$67.2K -$363K -9,190 -85%
SWM
72
Sugarloaf Wealth Management
Georgia
$25.4K – – –
IA
73
IFP Advisors
Florida
$24.9K +$11.9K +300 +96%
UBS Group
74
UBS Group
Switzerland
$19.3K +$11.3K +286 +152%
AIC
75
Archer Investment Corporation
Indiana
$10.2K – – –
1 2
3
4

BJUN Hedge Fund Activity: Q3 2024 in Review

77 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q3 2024, worth a combined $107M — down 13% from $124M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BJUN and 5 opened new positions — a net loss of 2 holders — while 25 trimmed existing stakes and 17 added.

The largest buyer was Penserra Capital Management, adding an estimated $2.62M. The largest seller was WealthPlan Investment Management, exiting entirely with an estimated $6.24M sold.

  • 77 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q3 2024, down from 80 in Q2 2024.
  • Funds reported $107M of Innovator US Equity Buffer ETF June stock for Q3 2024, down 13% quarter-over-quarter.
  • 5 funds opened new Innovator US Equity Buffer ETF June positions in Q3 2024 and 7 closed out, a net change of -2 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q3 2024 was Penserra Capital Management, an estimated $2.62M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q3 2024 was WealthPlan Investment Management, an estimated $6.24M sold.

Based on aggregated 13F filings for Q3 2024.