We are live on ! Find out more
BJUN icon

Innovator US Equity Buffer ETF June

46 hedge funds and large institutions have $62.1M invested in Innovator US Equity Buffer ETF June in 2021 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 4346 (+3)

3% more capital invested

Capital invested by funds: $60.2M → $62.1M (+$1.9M)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

138.17% less ownership

Funds ownership: 209.25%71.07% (-138%)

Holders
46
Holders Change
+3
Holders Change %
+6.98%
% of All Funds
0.81%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
6
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BMM
1
Berkshire Money Management
Massachusetts
$14M +$816K +24,640 +6%
VBFP
2
Valtinson Bruner Financial Planning
Minnesota
$11.5M -$20.8K -627 -0.2%
RA
3
RiverTree Advisors
Florida
$5.97M -$84.8K -2,560 -1%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.71M +$358K +10,821 +15%
MWM
5
Maltin Wealth Management
New Jersey
$2.54M -$68.7K -2,076 -3%
Osaic Holdings
6
Osaic Holdings
Arizona
$2.46M +$353K +10,656 +17%
BCM
7
Beck Capital Management
Texas
$2.11M
AA
8
Advisory Alpha
Michigan
$1.78M +$1.8M +54,428 New
BWM
9
BCS Wealth Management
Tennessee
$1.73M -$15.1K -455 -0.9%
OIA
10
OneDigital Investment Advisors
Kansas
$1.33M -$99.3K -3,000 -7%
HighTower Advisors
11
HighTower Advisors
Illinois
$1.22M +$30.3K +916 +3%
OWA
12
Outlook Wealth Advisors
Texas
$1.15M -$22.3K -672 -2%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.13M +$499K +15,083 +77%
OMC
14
Old Mission Capital
Illinois
$1.07M +$709K +21,406 +192%
DFA
15
DHJJ Financial Advisors
Illinois
$899K
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$845K -$170K -5,130 -17%
Citadel Advisors
17
Citadel Advisors
Florida
$773K
CPIG
18
Chicago Partners Investment Group
Illinois
$692K
AWA
19
Arkadios Wealth Advisors
Georgia
$675K +$24K +725 +4%
Wolverine Trading
20
Wolverine Trading
Illinois
$629K +$633K +19,104 New
KAS
21
Kestra Advisory Services
Texas
$612K -$1.66K -50 -0.3%
CIAS
22
Capital Investment Advisory Services
North Carolina
$566K +$14.2K +428 +3%
FFA
23
Fragasso Financial Advisors
Pennsylvania
$545K
RIS
24
Retirement Income Solutions
Michigan
$502K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$492K +$497K +15,012 New

BJUN Hedge Fund Activity: Q3 2021 in Review

46 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q3 2021, worth a combined $62.1M — up 3.2% from $60.2M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new BJUN positions and 3 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Advisory Alpha, opening a new position worth an estimated $1.8M. The largest seller was Sound Income Strategies, exiting entirely with an estimated $1.59M sold.

  • 46 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q3 2021, up from 43 in Q2 2021.
  • Funds reported $62.1M of Innovator US Equity Buffer ETF June stock for Q3 2021, up 3.2% quarter-over-quarter.
  • 6 funds opened new Innovator US Equity Buffer ETF June positions in Q3 2021 and 3 closed out, a net change of +3 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q3 2021 was Advisory Alpha, an estimated $1.8M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q3 2021 was Sound Income Strategies, an estimated $1.59M sold.

Based on aggregated 13F filings for Q3 2021.