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Innovator US Equity Buffer ETF June
BJUN

Overview Fund Activity

77 hedge funds and large institutions have $107M invested in Innovator US Equity Buffer ETF June in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 17 increasing their positions, 25 reducing their positions, and 7 closing their positions.

Holders
77
Holders Change
-3
Holders Change %
-3.75%
% of All Funds
1.11%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
5
Increased
17
Reduced
25
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$13M
2
SB
2
Strategic Blueprint
Georgia
$3.98M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$3.95M
4
BCM
4
Brookstone Capital Management
Illinois
$16.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$603K

Top Sellers

1
WIM
1
WealthPlan Investment Management
Nebraska
$0
2
WP
2
WealthPLAN Partners
Nebraska
$0
3
SWA
3
Stratos Wealth Advisors
Ohio
$707K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CIAS
5
Capital Investment Advisory Services
North Carolina
$67.2K
Name Market Value Shares Shares
Change 		Shares
Change %
BCM
1
Brookstone Capital Management
Illinois
$16.7M 409,159 +22,058 +6%
PCM
2
Penserra Capital Management
California
$13M 320,191 +66,297 +26%
LF
3
Lantz Financial
Illinois
$10.6M 259,309 -5,705 -2%
Cerity Partners
4
Cerity Partners
New York
$6.66M 163,568 +3,975 +2%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$5.18M 127,189 -1,582 -1%
SB
6
Strategic Blueprint
Georgia
$3.98M 97,910 +51,862 +113%
Osaic Holdings
7
Osaic Holdings
Arizona
$3.95M 97,048 +22,291 +30%
BBPWM
8
Blue Bell Private Wealth Management
Pennsylvania
$3.8M 93,346 -1,114 -1%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.08M 75,726 +829 +1%
HighTower Advisors
10
HighTower Advisors
Illinois
$3.07M 75,453 +566 +0.8%
FFA
11
Fragasso Financial Advisors
Pennsylvania
$1.72M 42,198 – –
W
12
WPWealth
Texas
$1.38M 33,918 – –
NFG
13
Nations Financial Group
Iowa
$1.32M 32,310 +1,950 +6%
MWM
14
Maltin Wealth Management
New Jersey
$1.29M 31,770 -6 -0%
CPRC
15
Consolidated Portfolio Review Corp
New York
$1.28M 31,512 -200 -0.6%
FCFC
16
First Commonwealth Financial Corp
Pennsylvania
$1.25M 30,677 – –
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.14M 28,101 +801 +3%
BWM
18
BCS Wealth Management
Tennessee
$1.14M 27,987 – –
RA
19
RFG Advisory
Alabama
$1.11M 27,229 -1,594 -6%
OWA
20
Outlook Wealth Advisors
Texas
$1.04M 25,544 +209 +0.8%
OIA
21
OneDigital Investment Advisors
Kansas
$1.01M 24,860 -3,167 -11%
CA
22
CoreCap Advisors
Michigan
$1.01M 24,875 -1,736 -7%
IIA
23
Integral Investment Advisors
California
$969K 23,810 – –
KAS
24
Kestra Advisory Services
Texas
$900K 22,114 -5,255 -19%
DFA
25
DHJJ Financial Advisors
Illinois
$867K 21,299 +14 +0.1%
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