Innovator US Equity Buffer ETF June
BJUN
71 hedge funds and large institutions have $61.5M invested in Innovator US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 6 closing their positions.
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
1% less funds holding
Funds holding: 72 → 71 (-1)
7.14% less ownership
Funds ownership: 66.49% → 59.35% (-7.1%)
13% less capital invested
Capital invested by funds: $70.5M → $61.5M (-$9.02M)
69% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$936K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$261K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
+$210K |
| 4 |
CA
CoreCap Advisors
Southfield,
Michigan
|
+$73.2K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$36.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$5.34M |
| 2 |
AGA
Accuvest Global Advisors
Provo,
Utah
|
-$2.46M |
| 3 |
KV
Kickstand Ventures
Pittsford,
New York
|
-$2.16M |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
-$1.41M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$931K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VFPW
76
Vantage Financial Partners (Wisconsin)
Elm Grove,
Wisconsin
| – | -$234K | -7,139 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$98 | -3 | Closed |
|
BJUN Hedge Fund Activity: Q4 2023 in Review
71 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q4 2023, worth a combined $61.5M — down 13% from $70.5M a quarter earlier.
Fund positioning in BJUN was balanced in Q4 2023: 6 funds opened new positions, 6 closed out, 9 added to existing stakes and 29 trimmed.
The largest buyer was Penserra Capital Management, adding an estimated $936K. The largest seller was Brookstone Capital Management, cutting an estimated $5.34M.
- 71 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q4 2023, down from 72 in Q3 2023.
- Funds reported $61.5M of Innovator US Equity Buffer ETF June stock for Q4 2023, down 13% quarter-over-quarter.
- 6 funds opened new Innovator US Equity Buffer ETF June positions in Q4 2023 and 6 closed out, a net change of 0 holders.
- The largest Innovator US Equity Buffer ETF June buyer in Q4 2023 was Penserra Capital Management, an estimated $936K added.
- The largest Innovator US Equity Buffer ETF June seller in Q4 2023 was Brookstone Capital Management, an estimated $5.34M sold.
Based on aggregated 13F filings for Q4 2023.