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Innovator US Equity Buffer ETF June

79 hedge funds and large institutions have $92M invested in Innovator US Equity Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 7 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

3% more funds holding

Funds holding: 7779 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.12% less ownership

Funds ownership: 70.69%68.57% (-2.1%)

14% less capital invested

Capital invested by funds: $107M → $92M (-$15.3M)

79% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 33

Holders
79
Holders Change
+2
Holders Change %
+2.6%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
7
Reduced
33
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
51
FSA Advisors
Michigan
$339K
CW
52
CreativeOne Wealth
Kansas
$337K +$336K +8,126 New
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$334K -$15K -362 -4%
AWA
54
Arkadios Wealth Advisors
Georgia
$327K -$68.7K -1,660 -17%
ASN
55
Advisory Services Network
Georgia
$281K
BMM
56
Berkshire Money Management
Massachusetts
$263K +$262K +6,329 New
Wealth Enhancement Advisory Services
57
Wealth Enhancement Advisory Services
Minnesota
$251K +$250K +6,039 New
CFS
58
CRA Financial Services
New Jersey
$250K
Goldman Sachs
59
Goldman Sachs
New York
$246K +$245K +5,926 New
CPA
60
Clear Point Advisors
New York
$240K -$12.4K -300 -5%
Mercer Global Advisors
61
Mercer Global Advisors
Colorado
$218K
TF
62
Trek Financial
Arizona
$217K
CWS
63
Cypress Wealth Services
California
$213K
AAS
64
Avantax Advisory Services
Texas
$200K -$14.5K -350 -7%
HI
65
Harbour Investments
Wisconsin
$198K
Barclays
66
Barclays
United Kingdom
$157K -$290 -7 -0.2%
SPIA
67
Steward Partners Investment Advisory
New York
$151K
WP
68
WealthShield Partners
North Carolina
$131K -$213K -5,150 -62%
BA
69
Bellwether Advisors
Nebraska
$128K +$127K +3,076 New
OCM
70
Orion Capital Management
California
$125K +$124K +3,000 New
SS
71
Sunbelt Securities
Texas
$87.4K
CIAS
72
Capital Investment Advisory Services
North Carolina
$68.1K -$414 -10 -0.6%
CFG
73
Chapman Financial Group
Hawaii
$35.3K +$35.2K +850 New
SWM
74
Sugarloaf Wealth Management
Georgia
$25.9K
JP Morgan Chase
75
JP Morgan Chase
New York
$17.9K +$17.9K +432 New

BJUN Hedge Fund Activity: Q4 2024 in Review

79 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2024, worth a combined $92M — down 14% from $107M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BJUN positions and 9 closed out — a net gain of 4 holders — while 7 added to existing stakes and 33 trimmed.

The largest buyer was Penserra Capital Management, adding an estimated $1.93M. The largest seller was Brookstone Capital Management, cutting an estimated $16.3M.

  • 79 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2024, up from 77 in Q3 2024.
  • Funds reported $92M of Innovator US Equity Buffer ETF June stock for Q4 2024, down 14% quarter-over-quarter.
  • 13 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2024 and 9 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q4 2024 was Penserra Capital Management, an estimated $1.93M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q4 2024 was Brookstone Capital Management, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2024.