Innovator US Equity Buffer ETF June
BJUN
80 hedge funds and large institutions have $133M invested in Innovator US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.
550% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 4
100% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 15
38% more funds holding
Funds holding: 58 → 80 (+22)
26% more capital invested
Capital invested by funds: $106M → $133M (+$27.3M)
0.53% less ownership
Funds ownership: 78.58% → 78.05% (-0.53%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$47.4M |
| 2 |
PCS
Personal CFO Solutions
Chester,
New Jersey
|
+$8.77M |
| 3 |
T
TCWP
Beachwood,
Ohio
|
+$6.81M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$3.44M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
-$65.6M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$962K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$353K |
| 4 |
BA
Bellwether Advisors
Lincoln,
Nebraska
|
-$188K |
| 5 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$85.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| $20.8K | +$20K | +619 | New |
|
|
CSPIA
77
Cary Street Partners Investment Advisory
Richmond,
Virginia
| $16.8K | – | – | – |
|
|
AIC
78
Archer Investment Corporation
Carmel,
Indiana
| $8.39K | – | – | – |
|
|
IPW
79
Impact Partnership Wealth
Marietta,
Georgia
| $5.57K | +$5.37K | +166 | New |
|
|
IF
80
Integrity Financial
Cheyenne,
Wyoming
| $2.11K | +$1.49K | +46 | +271% |
|
|
BA
81
Bellwether Advisors
Lincoln,
Nebraska
| – | -$188K | -5,888 | Closed |
|
82
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$54K | -1,695 | Closed |
|
|
BAM
83
Belpointe Asset Management
Reno,
Nevada
| – | -$40.4K | -1,262 | Closed |
|
|
AWM
84
Avior Wealth Management
Omaha,
Nebraska
| – | -$17.1K | -535 | Closed |
|
BJUN Hedge Fund Activity: Q2 2023 in Review
80 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2023, worth a combined $133M — up 26% from $106M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new BJUN positions and 4 closed out — a net gain of 22 holders — while 30 added to existing stakes and 15 trimmed.
The largest buyer was Gradient Investments, opening a new position worth an estimated $47.4M. The largest seller was Cerity Partners, cutting an estimated $65.6M.
- 80 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2023, up from 58 in Q1 2023.
- Funds reported $133M of Innovator US Equity Buffer ETF June stock for Q2 2023, up 26% quarter-over-quarter.
- 26 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2023 and 4 closed out, a net change of +22 holders.
- The largest Innovator US Equity Buffer ETF June buyer in Q2 2023 was Gradient Investments, an estimated $47.4M added.
- The largest Innovator US Equity Buffer ETF June seller in Q2 2023 was Cerity Partners, an estimated $65.6M sold.
Based on aggregated 13F filings for Q2 2023.