BJUN icon

Innovator US Equity Buffer ETF June

80 hedge funds and large institutions have $133M invested in Innovator US Equity Buffer ETF June in 2023 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 30 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
80
Holders Change
+22
Holders Change %
+37.93%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
26
Increased
30
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GI
1
Gradient Investments
Minnesota
$49.2M 1,465,411 +1,465,411 New
PCS
2
Personal CFO Solutions
New Jersey
$9.36M 278,971 +271,267 +3,521%
BCM
3
Brookstone Capital Management
Illinois
$8.2M 246,301 +106,540 +76%
T
4
TCWP
Ohio
$7.07M 210,801 +210,801 New
Osaic Holdings
5
Osaic Holdings
Arizona
$5.4M 160,886 +91,829 +133%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.1M 122,108 +21,030 +21%
PCM
7
Penserra Capital Management
California
$3.31M 98,728 +8,351 +9%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$2.53M 75,440 +4,267 +6%
AGA
9
Accuvest Global Advisors
Utah
$2.51M 74,896 +74,896 New
HighTower Advisors
10
HighTower Advisors
Illinois
$2.35M 70,034 +4,016 +6%
Cerity Partners
11
Cerity Partners
New York
$2.31M 68,706 -2,030,691 -97%
CIAS
12
Capital Investment Advisory Services
North Carolina
$1.75M 52,153 +792 +2%
MWM
13
Maltin Wealth Management
New Jersey
$1.56M 46,438
BMM
14
Berkshire Money Management
Massachusetts
$1.47M 43,727 -226 -0.5%
AWM
15
AE Wealth Management
Kansas
$1.41M 42,166 +16,476 +64%
FFA
16
Fragasso Financial Advisors
Pennsylvania
$1.41M 42,081 +4,023 +11%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.22M 36,346 +16,395 +82%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.19M 35,306 -10,912 -24%
OIA
19
OneDigital Investment Advisors
Kansas
$1.09M 32,558 -132 -0.4%
FCFC
20
First Commonwealth Financial Corp
Pennsylvania
$1.08M 32,151 -2,643 -8%
CPRC
21
Consolidated Portfolio Review Corp
New York
$1.08M 32,053 -487 -1%
OWA
22
Outlook Wealth Advisors
Texas
$1.04M 31,004 -684 -2%
NFG
23
Nations Financial Group
Iowa
$941K 28,033 +19,756 +239%
BWM
24
BCS Wealth Management
Tennessee
$919K 27,401 +5,107 +23%
DBRC
25
D.B. Root & Company
Pennsylvania
$873K 26,027 +26,027 New