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Innovator US Equity Buffer ETF June

43 hedge funds and large institutions have $60.2M invested in Innovator US Equity Buffer ETF June in 2021 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 6

243% more capital invested

Capital invested by funds: $17.5M → $60.2M (+$42.6M)

155.99% more ownership

Funds ownership: 53.26%209.25% (+156%)

100% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 5

95% more funds holding

Funds holding: 2243 (+21)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
43
Holders Change
+21
Holders Change %
+95.45%
% of All Funds
0.75%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
10
Reduced
5
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$13.1M +$13M +402,811 New
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$11.3M +$11M +341,527 New
RA
3
RiverTree Advisors
Florida
$6.03M +$5.94M +184,822 New
MWM
4
Maltin Wealth Management
New Jersey
$2.59M -$2.77M -86,173 -52%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$2.35M +$2.07M +64,382 +856%
BCM
6
Beck Capital Management
Texas
$2.1M +$1.19K +37 +0.1%
Osaic Holdings
7
Osaic Holdings
Arizona
$2.09M +$861K +26,776 +71%
BWM
8
BCS Wealth Management
Tennessee
$1.74M +$1.71M +53,192 New
SIS
9
Sound Income Strategies
Florida
$1.59M +$1.57M +48,891 New
OIA
10
OneDigital Investment Advisors
Kansas
$1.43M +$1.41M +43,690 New
HighTower Advisors
11
HighTower Advisors
Illinois
$1.19M +$1.17M +36,430 New
OWA
12
Outlook Wealth Advisors
Texas
$1.17M +$1.15M +35,727 New
IA
13
IFP Advisors
Florida
$1.14M +$44.6K +1,388 +4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.01M +$994K +30,900 New
DFA
15
DHJJ Financial Advisors
Illinois
$895K +$7.91K +246 +0.9%
Citadel Advisors
16
Citadel Advisors
Florida
$769K -$1.62M -50,379 -68%
CAN
17
Cetera Advisor Networks
California
$687K +$678K +21,075 New
CPIG
18
Chicago Partners Investment Group
Illinois
$671K +$653K +20,295 New
AWA
19
Arkadios Wealth Advisors
Georgia
$648K +$640K +19,900 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$636K +$628K +19,527 New
KAS
21
Kestra Advisory Services
Texas
$610K +$602K +18,714 New
CIAS
22
Capital Investment Advisory Services
North Carolina
$549K +$268K +8,347 +98%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$542K +$535K +16,632 New
RIS
24
Retirement Income Solutions
Michigan
$499K -$94.1K -2,925 -16%
BPA
25
Beacon Pointe Advisors
California
$489K +$482K +15,000 New

BJUN Hedge Fund Activity: Q2 2021 in Review

43 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q2 2021, worth a combined $60.2M — up 243% from $17.5M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new BJUN positions and 6 closed out — a net gain of 21 holders — while 10 added to existing stakes and 5 trimmed.

The largest buyer was Berkshire Money Management, opening a new position worth an estimated $13M. The largest seller was Maltin Wealth Management, cutting an estimated $2.77M.

  • 43 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q2 2021, up from 22 in Q1 2021.
  • Funds reported $60.2M of Innovator US Equity Buffer ETF June stock for Q2 2021, up 243% quarter-over-quarter.
  • 27 funds opened new Innovator US Equity Buffer ETF June positions in Q2 2021 and 6 closed out, a net change of +21 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q2 2021 was Berkshire Money Management, an estimated $13M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q2 2021 was Maltin Wealth Management, an estimated $2.77M sold.

Based on aggregated 13F filings for Q2 2021.