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Innovator US Equity Buffer ETF June

19 hedge funds and large institutions have $34M invested in Innovator US Equity Buffer ETF June in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 3 increasing their positions, 3 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

455% more capital invested

Capital invested by funds: $6.14M → $34M (+$27.9M)

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

73% more funds holding

Funds holding: 1119 (+8)

62.37% more ownership

Funds ownership: 8.69%71.06% (+62%)

0% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 3

Holders
19
Holders Change
+8
Holders Change %
+72.73%
% of All Funds
0.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
3
Reduced
3
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$22.6M +$21.6M +804,124 New
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$2.11M +$1.93M +71,848 New
MWM
3
Maltin Wealth Management
New Jersey
$2.04M +$1.69M +62,755 +628%
BCM
4
Beck Capital Management
Texas
$1.92M +$1.84M +68,374 New
IA
5
IFP Advisors
Florida
$926K -$26.5K -984 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$896K +$320K +11,879 +59%
RIS
7
Retirement Income Solutions
Michigan
$601K
PCS
8
Personal CFO Solutions
New Jersey
$548K +$525K +19,509 New
Citadel Advisors
9
Citadel Advisors
Florida
$382K +$365K +13,576 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$381K -$1.13M -42,019 -76%
LNC
11
Lincoln National Corp
Pennsylvania
$347K +$332K +12,346 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$286K -$111K -4,118 -29%
OMC
13
Old Mission Capital
Illinois
$231K +$221K +8,217 New
AAP
14
Arax Advisory Partners
Colorado
$223K
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$200K +$192K +7,143 New
EP
16
Eudaimonia Partners
Tennessee
$97K +$92.9K +3,450 New
WCG
17
Weaver Consulting Group
California
$95K +$8.07K +300 +10%
CAN
18
Cetera Advisor Networks
California
$94K +$89.6K +3,328 New
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$45K +$43K +1,599 New
ACM
20
Arlington Capital Management
Illinois
-$1.92M -76,625 Closed
BFC
21
Bedel Financial Consulting
Indiana
-$48K -1,925 Closed
UBS Group
22
UBS Group
Switzerland
-$15K -615 Closed

BJUN Hedge Fund Activity: Q2 2020 in Review

19 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2020, worth a combined $34M — up 455% from $6.14M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BJUN positions and 3 closed out — a net gain of 8 holders — while 3 added to existing stakes and 3 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $21.6M. The largest seller was Arlington Capital Management, exiting entirely with an estimated $1.92M sold.

  • 19 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2020, up from 11 in Q1 2020.
  • Funds reported $34M of Innovator US Equity Buffer ETF June stock for Q2 2020, up 455% quarter-over-quarter.
  • 11 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2020 and 3 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q2 2020 was Berkshire Money Management, an estimated $21.6M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q2 2020 was Arlington Capital Management, an estimated $1.92M sold.

Based on aggregated 13F filings for Q2 2020.