BJUN icon

Innovator US Equity Buffer ETF June
BJUN

Overview Fund Activity

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
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

1
PCM
1
Penserra Capital Management
California
$13M
2
SB
2
Strategic Blueprint
Georgia
$3.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.95M
4
BCM
4
Brookstone Capital Management
Illinois
$16.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$603K

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
SWA
3
Stratos Wealth Advisors
Ohio
$707K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$67.2K
Name Holding Trade Value Shares
Change 		Shares
Change %
AIA
51
Alera Investment Advisors
Illinois
$382K – – –
SWM
52
Spire Wealth Management
Virginia
$381K +$12.6K +310 +3%
ML
53
McAdam LLC
Pennsylvania
$353K – – –
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$342K +$49.1K +1,209 +17%
FA
55
FSA Advisors
Michigan
$339K -$326 -8 -0.1%
WP
56
WealthShield Partners
North Carolina
$338K +$210K +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 +$204K +5,000 New
HI
67
Harbour Investments
Wisconsin
$194K +$21.2K +520 +12%
Barclays
68
Barclays
United Kingdom
$154K +$154K +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 -$374K -9,190 -85%
SWM
72
Sugarloaf Wealth Management
Georgia
$25.4K – – –
IA
73
IFP Advisors
Florida
$24.9K +$12.2K +300 +96%
UBS Group
74
UBS Group
Switzerland
$19.3K +$11.6K +286 +152%
AIC
75
Archer Investment Corporation
Indiana
$10.2K – – –
1 2
3
4