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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$2.62M |
| 2 |
SB
Strategic Blueprint
Atlanta,
Georgia
|
+$2.05M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$882K |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$872K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WIM
WealthPlan Investment Management
Omaha,
Nebraska
|
-$6.24M |
| 2 |
WP
WealthPLAN Partners
Omaha,
Nebraska
|
-$3.83M |
| 3 |
SWA
Stratos Wealth Advisors
Beachwood,
Ohio
|
-$973K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$955K |
| 5 |
CIAS
Capital Investment Advisory Services
Raleigh,
North Carolina
|
-$363K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FNWA
76
Financial Network Wealth Advisors
Murray,
Utah
| $3.66K | -$396 | -10 | -10% |
|
|
IF
77
Integrity Financial
Cheyenne,
Wyoming
| $2.56K | – | – | – |
|
|
WIM
78
WealthPlan Investment Management
Omaha,
Nebraska
| – | -$6.24M | -159,546 | Closed |
|
|
WP
79
WealthPLAN Partners
Omaha,
Nebraska
| – | -$3.83M | -97,890 | Closed |
|
|
80
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$955K | -24,437 | Closed |
|
|
SAG
81
SageView Advisory Group
Newport Beach,
California
| – | -$313K | -8,000 | Closed |
|
|
OCM
82
Orion Capital Management
Coronado,
California
| – | -$117K | -3,000 | Closed |
|
|
ATPW
83
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| – | -$27.9K | -713 | Closed |
|
|
GI
84
Gradient Investments
Arden Hills,
Minnesota
| – | -$1.61K | -41 | Closed |
|
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.