We are live on ! Find out more
BJUN icon

Innovator US Equity Buffer ETF June

58 hedge funds and large institutions have $106M invested in Innovator US Equity Buffer ETF June in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

154% more capital invested

Capital invested by funds: $41.8M → $106M (+$64.4M)

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

22.36% more ownership

Funds ownership: 56.22%78.58% (+22%)

5% more funds holding

Funds holding: 5558 (+3)

52% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 21

Holders
58
Holders Change
+3
Holders Change %
+5.45%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
1
Cerity Partners
New York
$67.2M +$62.1M +1,971,337 +1,539%
BCM
2
Brookstone Capital Management
Illinois
$4.49M +$4.14M +131,572 +1,607%
PCM
3
Penserra Capital Management
California
$2.89M -$196K -6,232 -6%
BBPWM
4
Blue Bell Private Wealth Management
Pennsylvania
$2.28M -$8.41K -267 -0.4%
Osaic Holdings
5
Osaic Holdings
Arizona
$2.21M +$53.1K +1,686 +3%
HighTower Advisors
6
HighTower Advisors
Illinois
$2.11M
CIAS
7
Capital Investment Advisory Services
North Carolina
$1.64M +$133K +4,237 +9%
MWM
8
Maltin Wealth Management
New Jersey
$1.49M
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$1.48M -$85K -2,700 -6%
BMM
10
Berkshire Money Management
Massachusetts
$1.41M -$62.2K -1,974 -4%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.3M +$313K +9,932 +32%
FFA
12
Fragasso Financial Advisors
Pennsylvania
$1.22M -$102K -3,255 -8%
FCFC
13
First Commonwealth Financial Corp
Pennsylvania
$1.11M -$195K -6,196 -15%
OIA
14
OneDigital Investment Advisors
Kansas
$1.05M
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.04M +$1.02M +32,540 New
OWA
16
Outlook Wealth Advisors
Texas
$1.01M -$3.34K -106 -0.3%
AWM
17
AE Wealth Management
Kansas
$822K +$86.4K +2,743 +12%
IIA
18
Integral Investment Advisors
California
$793K -$1.42K -45 -0.2%
BWM
19
BCS Wealth Management
Tennessee
$713K -$29.8K -945 -4%
DFA
20
DHJJ Financial Advisors
Illinois
$687K -$41.4K -1,315 -6%
AWA
21
Arkadios Wealth Advisors
Georgia
$670K -$12.6K -400 -2%
KAS
22
Kestra Advisory Services
Texas
$649K +$5.98K +190 +0.9%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$638K +$9.6K +305 +2%
SEP
24
Southland Equity Partners
Missouri
$595K
RIS
25
Retirement Income Solutions
Michigan
$486K

BJUN Hedge Fund Activity: Q1 2023 in Review

58 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Buffer ETF June (BJUN) for Q1 2023, worth a combined $106M — up 154% from $41.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BJUN positions and 6 closed out — a net gain of 4 holders — while 10 added to existing stakes and 21 trimmed.

The largest buyer was Cerity Partners, adding an estimated $62.1M. The largest seller was Beck Capital Management, exiting entirely with an estimated $1.36M sold.

  • 58 institutional investors held Innovator US Equity Buffer ETF June (BJUN) as of Q1 2023, up from 55 in Q4 2022.
  • Funds reported $106M of Innovator US Equity Buffer ETF June stock for Q1 2023, up 154% quarter-over-quarter.
  • 10 funds opened new Innovator US Equity Buffer ETF June positions in Q1 2023 and 6 closed out, a net change of +4 holders.
  • The largest Innovator US Equity Buffer ETF June buyer in Q1 2023 was Cerity Partners, an estimated $62.1M added.
  • The largest Innovator US Equity Buffer ETF June seller in Q1 2023 was Beck Capital Management, an estimated $1.36M sold.

Based on aggregated 13F filings for Q1 2023.