Innovator US Equity Buffer ETF June
BJUN
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.
44% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 9
3% more funds holding
Funds holding: 77 → 79 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$1.93M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$863K |
| 3 |
CW
CreativeOne Wealth
Overland Park,
Kansas
|
+$336K |
| 4 |
BMM
Berkshire Money Management
Dalton,
Massachusetts
|
+$262K |
| 5 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$16.3M |
| 2 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$686K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$622K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$603K |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
-$577K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $13K | -$12.4K | -300 | -49% |
|
|
AIC
77
Archer Investment Corporation
Carmel,
Indiana
| $10.4K | – | – | – |
|
|
WTFG
78
Wood Tarver Financial Group
Boise,
Idaho
| $8K | +$8.31K | +201 | New |
|
|
IF
79
Integrity Financial
Cheyenne,
Wyoming
| $2.62K | – | – | – |
|
|
80
Citadel Advisors
Miami,
Florida
| – | -$603K | -14,827 | Closed |
|
|
OMC
81
Old Mission Capital
Chicago,
Illinois
| – | -$566K | -13,909 | Closed |
|
|
SEP
82
Southland Equity Partners
Wildwood,
Missouri
| – | -$460K | -11,293 | Closed |
|
|
CB
83
Chris Bulman
Roseville,
California
| – | -$406K | -9,977 | Closed |
|
|
TWM
84
Tradition Wealth Management
Edina,
Minnesota
| – | -$246K | -6,036 | Closed |
|
85
Focus Partners Wealth
Boston,
Massachusetts
| – | -$213K | -5,228 | Closed |
|
|
VA
86
Valmark Advisers
Akron,
Ohio
| – | -$204K | -5,000 | Closed |
|
87
UBS Group
Zurich,
Switzerland
| – | -$19.3K | -474 | Closed |
|
|
FNWA
88
Financial Network Wealth Advisors
Murray,
Utah
| – | -$3.66K | -90 | Closed |
|
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.