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Innovator US Equity Buffer ETF June
BJUN

Overview Fund Activity

71 hedge funds and large institutions have $61.5M invested in Innovator US Equity Buffer ETF June in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 29 reducing their positions, and 6 closing their positions.

Holders
71
Holders Change
-1
Holders Change %
-1.39%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
9
Reduced
29
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$6.04M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$1.96M
3
AWS
3
Atria Wealth Solutions
New York
$221K
4
CPA
4
Clear Point Advisors
New York
$217K
5
CA
5
CoreCap Advisors
Michigan
$861K

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$566K
2
AGA
2
Accuvest Global Advisors
Utah
$0
3
KV
3
Kickstand Ventures
New York
$6.32M
4
BMM
4
Berkshire Money Management
Massachusetts
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$5.31M
Name Market Value Shares Shares
Change 		Shares
Change %
KV
1
Kickstand Ventures
New York
$6.32M 176,974 -63,570 -26%
PCM
2
Penserra Capital Management
California
$6.04M 169,314 +27,602 +19%
Osaic Holdings
3
Osaic Holdings
Arizona
$5.31M 148,835 -27,449 -16%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$4.07M 113,982 -4,242 -4%
BBPWM
5
Blue Bell Private Wealth Management
Pennsylvania
$3.49M 97,670 -5,254 -5%
Cerity Partners
6
Cerity Partners
New York
$1.97M 55,169 -1,224 -2%
CIAS
7
Capital Investment Advisory Services
North Carolina
$1.96M 55,017 +332 +0.6%
HighTower Advisors
8
HighTower Advisors
Illinois
$1.96M 54,991 +7,700 +16%
MWM
9
Maltin Wealth Management
New Jersey
$1.66M 46,438 – –
FFA
10
Fragasso Financial Advisors
Pennsylvania
$1.5M 42,081 – –
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$1.28M 35,800 -1,554 -4%
CPRC
12
Consolidated Portfolio Review Corp
New York
$1.14M 31,881 -172 -0.5%
AWM
13
AE Wealth Management
Kansas
$1.11M 30,668 -14,192 -32%
FCFC
14
First Commonwealth Financial Corp
Pennsylvania
$1.1M 30,677 +43 +0.1%
OWA
15
Outlook Wealth Advisors
Texas
$1.04M 29,125 -1,710 -6%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.03M 28,950 -1,508 -5%
OIA
17
OneDigital Investment Advisors
Kansas
$996K 27,902 -4,156 -13%
NFG
18
Nations Financial Group
Iowa
$976K 27,344 -369 -1%
BWM
19
BCS Wealth Management
Tennessee
$921K 25,790 -1,195 -4%
IIA
20
Integral Investment Advisors
California
$863K 24,168 – –
CA
21
CoreCap Advisors
Michigan
$861K 24,106 +2,159 +10%
FFN
22
Focus Financial Network
Minnesota
$818K 22,929 – –
MPCL
23
My Personal CFO LLC
Washington
$782K 21,900 – –
SWA
24
Stratos Wealth Advisors
Ohio
$757K 21,198 +150 +0.7%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$747K 20,929 – –
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